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.

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Insurance Glossary

Locked-in Registered Retirement Savings Plan (Locked-in RRSP): Funds transferred to a RRSP from a RPP that continue to be governed by certain provisions of the relevant pension legislation. At maturity, the locked-in RRSP must be converted to a life annuity or, where permitted by the province, to a LIF or LRIF. The individual does not have access to the funds other than as income, and thus, the reference to "locked-in".

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