Your Retirement Planning Simplified
EP #92: Paying for Promises: An Evidence-Based Look at Segregated Funds
06 Jun 2024
Joe chats with Mark McGrath (CFP, CIM, CLU, PWL Capital Inc) about the intricacies of Canadian equity segregated funds, unpacking their features, benefits, and potential drawbacks. While discussing the investment options within segregated funds, they underscore the importance of considering alternatives like low-cost index funds or ETFs, particularly for investors seeking to optimize returns while minimizing fees. The episode equips listeners with valuable knowledge to make informed financial decisions tailored to their needs by providing insights into the nuances of segregated funds and alternative investment strategies. Read the full show notes and find more information here: EP 92 Show Notes
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