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A mutual fund is a form of investment instrument that consists of a stock, bond, or other security portfolio. The kind of securities you invest in, your investing objectives, and the type of returns you want are all represented by the categories of mutual funds.
Exchange Traded Funds
An exchange traded fund (ETF) is a collection of securities that trade on a stock exchange in a similar way that stocks do. ETF share prices fluctuate throughout the day as the ETF is bought and sold, as opposed to mutual funds, which only trade once a day after the market closes.
Principal Protected Notes
A principal protected note (PPN) is a fixed-income security that guarantees a minimum return equal to your initial investment (the principal amount), no matter how the primary assets perform. These investments are designed for reluctant risk takers who want to protect their investments while also profiting from positive market movements.
A guaranteed investment certificate (GIC) is a relatively risk-free investment. You don't have to be concerned about money loss as it's guaranteed. A GIC is very similar to a savings account in that you deposit money into it and earn interest on it.
A disability insurance policy is intended to replace a portion of your income if you become sick or disabled and are unable to work. A disability can take many forms, including an injury, a serious illness, or a mental health problem.
Life insurance is an excellent way to help protect the financial security of those you care about by providing them with a tax-free payment after your death. The amount and type of coverage you select will be determined by your specific circumstances and needs. Individual life insurance costs vary depending on your age, gender, health, medical history and your lifestyle.
Long Term Care Insurance
Long-term care insurance is intended to cover you if you become unable to care for yourself and require assistance with daily living tasks. At any point in your life, you may become unable to care for yourself for an extended period of time. Following an accident or illness, long-term care insurance may cover some of the costs of a care facility or a caregiver in your own home.
Critical Illness Insurance
Critical illness insurance provides additional protection in the event of a medical emergency such as a stroke, heart attack, or cancer. Because these emergencies or illnesses frequently result in higher-than-average medical costs, these policies offer cash incentives to help cover any overruns where traditional health insurance may fall short.
Segregated funds are market-based investments, similar to mutual funds. A large pool of money from many people is invested in stocks, bonds, or other securities in order to increase the overall value of the pool. However, because segregated fund contracts are insurance contracts, they have unique advantages that mutual funds simply do not.
An annuity protects you from the risk of outliving your money and assists in covering basic retirement expenses. An insurance company guarantees to pay you an income for life or as long as the annuity contract specifies in exchange for a lump-sum premium. Your income will be safe from market and interest rate volatility.