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Annuities and Guaranteed Investment Funds

When you’re getting ready for retirement, you want to make sure that you have enough money to enjoy retirement for the rest of your life. You also want to ensure that your investments are secure as you transition into life post-career.

Venture First Advisory has been helping people like you, prioritizing financial stability as they approach retirement, in Vancouver with Annuities and Guaranteed Investment Funds that bring them the security that they desire.  We can help you analyze your current portfolio of investments to determine the best course of action moving into retirement. As an independent advisor, our main priority is helping you find annuities and guaranteed investments that will help you to maintain your lifestyle at the rates that work for you.

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Why Canadians Choose Us

Alan has been very helpful in the organization and administration of various insurances, RRSP and investment accounts with personalized attention to my goals and life events.  I always appreciate his reliability, responsiveness and efficiency.  I have and would recommend him to any family and friends looking for a personal financial advisor.

– Tracy C., Coquitlam –

Annuities and Guaranteed Investment Funds

Purpose

An annuity is an instrument that allows you convert your lump sum investment into a series of payments.  This is useful for budgeting purposes as you know that there will be a next payment coming once the current is spent.

A Guaranteed Investment Fund or Segregated Fund is similar to a mutual fund in that it offers stock-market based returns, however, there are additional advantages including:

  • A death benefit guarantee
  • A principle guarantee on maturity
  • Ability to designate a beneficiary and bypass probate

Types of Annuities and Guaranteed Investment Funds

  • Term Certain Annuities – Allows you to convert a lump sum to a fixed series of cash payments
  • Life Annuities – Allows you to convert a lump sum to a series of cash payments that are guaranteed to last for your entire lifetime (and optionally your spouse’s).
  • Guaranteed Investment Funds – There are many permutations here that can be customized to your situation.

Get a Free Consultation

The easy way to shop for Life Annuities and Guaranteed Investment Funds or Segregated Funds!



 Male Female





Click for the BBB Business Review of this Insurance Services in Vancouver BC