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Understanding Segregated Funds and Investment Management


Innova Wealth Partners is licensed to work with insurance products that mimic investments called “Segregated Funds”. These products offer investment and death benefit guarantees and have other considerable advantages like creditor protection and the ability to bypass probate taxes.

In the province of Ontario, only licensed individuals may recommend investment strategies that make use of securities like stocks and bonds.  Jean-François Démoré offers investment advisory services through Innova Wealth Management, a trade name of Aligned Capital Partners Inc. (ACPI).  We invite you to visit their webpage for more information on this service by clicking on the link below.