Managed Funds

For investors who recognize that saving for your future is a marathon, not a sprint

It’s your race but you’re not alone. Marathons hire professional runners, or pace rabbits, to run perfectly even splits and inspire other runners to hit their targets. Financial advisors do something similar: advisors are professional guides who can keep you motivated (one payroll contribution at a time) and on pace to reach your long-term financial goals. 

Managed funds can help. Managed funds are available through Lawyers Financial advisors and provide you with a diverse mix of underlying investments. The right funds – and the right advice—can help you cross the finish line on time and on target.

Lawyers Financial offers 20 such funds (also known as segregated funds) representing every major asset class: from global equities to Canadian bonds. 

Segregated funds have all the diversification of mutual funds or ETFs plus built-in insurance that makes it easier to pass on wealth to your beneficiaries.

Why choose managed funds from Lawyers Financial?

Canadians have more than 19,000 funds to choose from1. In partnership with Morneau Shepell, we narrow the field by offering a curated menu of 20 best-in-class solutions. 

We’ve negotiated the best possible fees for Canada’s legal community, including tiered pricing that rewards you with lower fees as your investments grow. And CBA members qualify for an additional discount. 

View the menu of 20 funds

How to get started

Book a meeting with your Lawyers Financial advisor. Your advisor can help you pick the right mix of funds for your TFSA, RRSP, RRIF or non-registered account.  

Don’t have an advisor? Find an advisor now.

 

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Source: 1. The Globe & Mail Investing Blog, February 1, 2021. 

Managed funds from Lawyers Financial are administered by Morneau Shepell, Canada’s largest retirement and benefits plan administrator. Investments and underlying insurance are provided by Great-West Life, one of Canada’s largest financial services companies.