Segregated Funds

Segregated funds combine the investment advantages of mutual funds - potential for growth, outstanding money management, diversification, choice and flexibility - and the security of insurance. In addition to investment guarantees, segregated funds offer other powerful benefits such as potential creditor protection and the ability to bypass probate fees.

The policies for SunWise segregated funds are issued by - Sun Life Assurance Company of Canada. Our wide selection of segregated funds covers all asset classes and investment styles.

Asset Classes

Canadian Balanced, Industry-Specific Equities, Regional Equity, Canadian Equity, Global Equity, American Equity, Diversified Income, Global Balanced, Fixed Income

Fund Family

SunWise Essential Series 2, SunWise Funds, CI GIFs, SunWise Essential Series, Clarica Portfolio, CI Legacy Segregated Funds, SunWise Elite, Clarica MVP, CI Segregated Funds

Whether it's your investments, your retirement income or the value of your estate, SunWise Essential Series 2 can securely guide you and your spouse through your saving and wealth accumulation years into your retirement years, with confidence.

Ready to speak with an adviser, get a quote or simply need someone to answer a question?

Contact Us and a licensed life agent serving Belleville will take time to ensure you clearly understand all your options.

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We are here to help, even if it is as simple as finding the right phone number for that policy you bought when you got married.

Insurance Glossary

Policyholder: The person who owns an insurance policy. Also called the "insured". In life insurance, the policyholder is usually the "life insured" but not always.



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