Professional, private investment management services to build, manage, and protect your wealth.

9. What is a “segregated” investment account?

The term “segregated investment account” means an investment account that is held in a client’s name at the custodian and is separate from all other client accounts. A segregated investment account provides the greatest investment flexibility as each account can be tailored to the specific needs of each client. A segregated account has many benefits including ease of transfer of individual securities or an entire account, ability to trigger capital gains or losses on individual positions, and a high level of transparency of account activity and costs.

Not to be confused with a Segregated Fund (Seg Fund) which is an investment fund only available through insurance companies. Bluenose does not invest client assets in seg funds.