Applicants must be between 18 and 65 years old.
About Us
At Sanket Gandhi - Insurance and Financial Advisors in Ontario, we stand by you as your well-wishers during challenging times.
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Segregated Funds Services in Ontario
Market Growth with
Built-in Protection
Want the potential for growth with protection built in? Sanket Gandhi Insurance Company offers segregated funds—investment products that combine market growth with a guaranteed safety net. Whether you’re looking to invest with confidence or protect your estate, segregated funds Ontario are the ideal choice for those seeking security and growth.
An Overview of Segregated Funds
Segregated fund is a type of investment that combines growth potential with insurance protection. Offered by insurance companies, they provide benefits like principal guarantees, creditor protection, and estate planning. These funds are ideal for individuals seeking both financial growth and security, ensuring peace of mind while building wealth over time.
Compare and Choose Your Policy
A Segregated Funds Checklist
To get started with your Segregated Funds services in Ontario,
please ensure you meet the following requirements:
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Provide details about your medical history and any current health conditions.
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Must be a resident of Canada, with coverage options varying by province.
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Proof of address like utility bill, bank statement, or lease agreement.
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Recent pay stubs, tax returns, or bank statements.
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Completed health assessment form, if required.
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Non-smokers may receive better rates; certain lifestyle choices (like extreme sports) may influence eligibility.
Our Working Process
Your Journey with Us
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Initial Consultation
We begin with a detailed discussion to identify your financial objectives and concerns
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Thorough Assessment
We will analyze your existing coverage and financial landscape
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Strategic Solutions
We provide custom insurance and financial plans recommendations
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Proactive Support
We offer unwavering support and regular check-ins to ensure ongoing satisfaction
FAQs
Common Segregated Funds FAQs
What are segregated funds?
Segregated funds are investment products offered by insurance companies that combine features of mutual funds and insurance.
Are segregated funds suitable for everyone?
Segregated funds are generally suitable for conservative investors looking for protection and tax advantages, but they may not be ideal for those seeking higher returns.
Can I access my money in a segregated fund?
Yes, investors can withdraw money from a segregated fund, but the amount withdrawn may be subject to market fluctuations and may impact guarantees.
