For more information please feel free to contact: Michael Cox
Segregated Funds
Segregated funds are professionally managed investment vehicles offered through life insurance companies.
They are becoming an increasingly popular alternative to mutual funds and other investment products.
By definition, the investments of a segregated fund are kept and managed separately from the general
assets of a life insurance company. Like a mutual fund, investment returns are derived from an
underlying basket of securities. They can offer you and your client's unique benefits over
mutual funds.
Benefits of segregated fund investing:
Guarantee of principle at maturity
Guarantee of principle at death
Estate Planning
Probate by-pass
Creditor protection
Temporary relief from foreign content restrictions
The Gryphin Advantage Inc. has a powerful line-up of segregated funds so you can be assured to be competitive in helping your clients achieve their desired financial success.
The Gryphin Advantage is proud to be affiliated with Worldsource Financial Management one of Canada's largest independent mutual fund dealers. Worldsource Financial Management supports the innovative and
entrepreneurial approach that independent advisors bring to their professional practice.
We position ourselves to be your strategic partner, providing the tools, services and support required to enable you to concentrate on enhancing your client relationships and building your business profitably. Worlsource
is committed to delivering innovative technology, market-leading administrative tools, as well as timely and relevant proprietary research.
Worldsource Financial Management is committed to delivering:
Service standards developed with your practice in mind
Innovative technology through WorldPort
Market-leading administrative tools & support
Timely and relevant proprietary research through Market Watch
On-going technical training with in-branch sessions and conferences
On-line videos and guides
Diversified product shelf
Compliance support
Full securities access
Open contract
In-house self-directed plan administration
Fully subsidized transfers
State-of-the-art back office including:
Electronic order entry
Automated reporting
Fully consolidated statements for all types of portfolio holdings
Worldsource Financial Management Inc., sponsoring Mutual Fund Dealer.
Additional products and services provided through The Gryphin Advantage Inc.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing.
Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the
fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund
values change frequently and past performance may not be repeated. Worldsource Financial Management Inc., sponsoring mutual fund dealer. Additional products and services
provided through Gryphin Advantage.
All information provided is believed to be accurate and reliable, however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. will not be held liable
for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered
in Canada only.
Need more information?
For more detailed information on any topic dicussed on this site please
email our qualified staff or contact
us by phone at: 1·800·317·9224
