Investment

A segregated fund platform of over 40 excellent funds offering different objectives and management styles suitable for all types of investors. Access to a number of funds managed by experienced institutional managers including PIMCO, Triasima and C WorldWide, who offer highly competitive management fees, and access to speciality funds in asset classes such as real estate and infrastructure.

A unique Private Wealth Management platform, offering an investment approach that reproduces the management model used by major pension funds.

A manager of managers approach is employed that utilizes a rigorous selection, monitoring and adaption process to ensure best in class managers are always on our platform. The choice of investment managers is completely impartial because SSQ Insurance uses no proprietary investment management in its fund offering.

Several guarantee options are available: Basic (75/75), Enhanced (75/100) and Optimal (100/100), all at competitive guarantee rates.

Segregated funds that include investment options for clients up to age 90 and which allow for additional deposits up to age 100.

A unique commission plan known as Mode B, which pays advisors an initial gross commission of 3% and offers the advantages of a fund with NO sales charge for your clients.

A welcome bonus that repays certain redemption costs to new clients, up to the gross commission amount paid.

Access to a secure advisor website to manage and monitor your clients’ investments.

A qualified and dedicated customer service department to provide the best client support possible.

Accessible and generous SSQ Insurance Merit Plan, an annual bonus program that rewards you directly for sales of individual insurance and investment products combined.