Pivotal Select is a segregated fund contract which offers the
choice of two distinct guarantee classes: Investment and Estate.
Investors can choose from a diverse selection of investment funds
from a variety of Canadian fund managers. Whether your style is
value or growth, you're seeking fixed income or equity, or you're
looking for domestic or foreign, our investment solutions can be
tailored to meet your specific objectives. In addition, funds can
be held under both the DSC and no load sales charge options and
Pivotal Select gives you the ability to move between funds and fund
managers within the contract.
When you invest in segregated funds you automatically receive
the estate planning and protection features of an insurance
contract; potentially shielding your investments from creditors.
These contracts are available in registered and non-registered
savings plans, Tax-free savings accounts, and retirement income
plans. More information is available in the Pivotal Select segregated funds Contract and
- Access to 28 segregated funds from 6 distinct Canadian fund
- Dollar cost averaging
- A selection of death and maturity benefit guarantees to suit
- Easily switch between investment options and fund managers
- Guarantee resets available on Pivotal Select Estate Class to
protect market gains
Money market fund
Balanced and asset allocation