How is my Financial Health, Doc?

An update on Segregated Funds: What are they and who are they for?

August 3, 2026·1h 3m
Episode Description from the Publisher

Today we’re talking about seg funds, a type of investment that blends market growth potential with some built-in protection features. They’re offered by insurance companies and banks and can include things like maturity guarantees, death benefit protection, and in some cases creditor protection. We’ll look at how they work, who they may be a fit for, and what to keep in mind before adding them to a portfolio.   To leave me with feedback or comments, please email me at hmfhd2020@gmail.com

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