Mutual funds allow you to invest in a portfolio of assets that are managed by professionals. They let you diversify your portfolio more widely than you may be able to do when investing in individual stocks and bonds on your own. Together we can select a fund that gives you the right balance of risk and reward for your financial plan.
Segregated funds invest in a variety of stocks and bonds. They’re different than mutual funds. They offer unique protection features that are only available through insurance companies. They’re a great way to save for your retirement and investment goals.
Jianping (James) Zhong