Great-West Life Managed-Money Program

As a segregated fund wrap policy, our managed-money program offers professional investment management, probate bypass, potential for creditor protection and a level of capital guarantees. It provides diversification across asset classes and investment management styles in a bundled program in which you pay fees based on assets and for advice, not based on transactions.

The Great-West Life Managed-Money Program is available with a minimum investment of $250,000 for both registered and non-registered investments.

These unique benefits may help you plan your estate, manage your risk and preserve your wealth. See if the benefits of our managed-money program are right for you.

Professional advice and reliable service

Devoting yourself to managing your own investment portfolio can mean significant time away from important things in your life, including work, family and social activities. Although you may be knowledgeable about investments and keep abreast of business and financial news, you know you need a professional to help you manage your portfolio. The Great-West Life Managed-Money Program allows you and your financial security advisor to develop a strategy to meet your goals.

A complete solution

You’ll progress through a highly disciplined approach to your investment plan. Your financial security advisor will tailor your plan to meet your individual needs and goals. Your financial security advisor, together with professional investment managers acting on your behalf, will give you confidence in managing your wealth and meeting your investment goals.