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Are you paying thousands in hidden investment fees—and not even realizing it? In this episode, Tre gets a little... passionate discussing segregated funds (seg funds), an insurance-wrapped investment product that many Canadians are sold under the guise of “safety.” Tre breaks down why these products often come with inflated costs, opaque fee structures, and misleading sales tactics—and why most Canadians are better off avoiding them.
Whether you’re a retiree, business owner, or concerned adult child reviewing a parent’s portfolio, this episode is a must-listen.
You’ll learn:
If you have money invested with an insurance first company like WFG (World Financial Group), Primerica, Quadrus, La Capitale or anything else similar, please get a second opinion!
Of course, feel free to give my office a call or reach out. But to ensure I'm as unbiased as possible. Go talk to someone with their 'CFP' who works at a bank, credit union, investment firm like Raymond James and Edward Jones, find someone on the FPAC member list... Literally anyone with the right education and licenses.
https://www.fpassociation.ca/members
I just beg you to get a second opinion.
Follow, share, or review the podcast to help more Canadians make smarter money decisions.
14 episodes
Are you paying thousands in hidden investment fees—and not even realizing it? In this episode, Tre gets a little... passionate discussing segregated funds (seg funds), an insurance-wrapped investment product that many Canadians are sold under the guise of “safety.” Tre breaks down why these products often come with inflated costs, opaque fee structures, and misleading sales tactics—and why most Canadians are better off avoiding them.
Whether you’re a retiree, business owner, or concerned adult child reviewing a parent’s portfolio, this episode is a must-listen.
You’ll learn:
If you have money invested with an insurance first company like WFG (World Financial Group), Primerica, Quadrus, La Capitale or anything else similar, please get a second opinion!
Of course, feel free to give my office a call or reach out. But to ensure I'm as unbiased as possible. Go talk to someone with their 'CFP' who works at a bank, credit union, investment firm like Raymond James and Edward Jones, find someone on the FPAC member list... Literally anyone with the right education and licenses.
https://www.fpassociation.ca/members
I just beg you to get a second opinion.
Follow, share, or review the podcast to help more Canadians make smarter money decisions.
14 episodes
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