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INSURANCE AND FINANCIAL PLANNING

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Investment Vehicles

As an investor, you are seeking the best returns, but you also are looking for financial security. Whether you opt for a higher return or take a more cautious approach, we have developed products to help you build the portfolio that suits you best.

Investment Funds (Segregated Funds)

 

By putting money in investment funds, you are combining your savings with those of investors having similar investment objectives and benefiting from the skills of experienced managers. See performance of Ecoflex Investment Funds or performance of Diploma Fund.
         

Principal Guaranteed with Market Investments (PGX)

 

The PGX is a fixed term guaranteed investment. It offers a 100% guarantee on your capital at maturity, in addition to providing superior return perspectives by exposing your capital to a series of global equities or global indices during the entire investment period.
         

Guaranteed Interest Funds

 

When you invest in guaranteed interest funds, you receive a guaranteed rate of interest for a fixed period.
To see the
guaranteed interest fund rates in effect or the 5-year progressive rates in effect.
         

Securities

 

Industrial Alliance offers investors the opportunity to purchase securities, including stocks, bonds and other investment products.
         

Universal Life Policies - Index Accounts

 

Index accounts enable holders of universal life insurance policies to take advantage of the higher return prospects offered by the financial markets. See Performance of Genesis Index Accounts.
         

Universal Life Policies - Guaranteed Interest Accounts

 

Guaranteed interest accounts enable holders of universal life insurance policies to receive a guaranteed rate of interest for a fixed period (1 to 5 and 10 years). See the rates in effect.
         

Ecoflex Investment Funds

Performance of Ecoflex Funds View Detail
Diploma Fund

Performance of Diploma Funds View Detail




 
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