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.
Canadian Balanced, Industry-Specific Equities, Regional Equity, Canadian Equity, Global Equity, American Equity, Diversified Income, Global Balanced, Fixed Income
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.
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Policyholder Dividend: A yearly return to the policyholder of surplus earnings based on the company's experienced and anticipated costs. Policyholder dividends are not guaranteed but depend on mortality and morbidity experience, investment earnings, expenses and other factors. They may be increased or decreased at the discretion of the company.
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