Chapter 22: Other Managed Products

In this section

• Segregated Funds in Canada: Structure, Guarantees, and Practical Considerations
  An in-depth exploration of segregated funds in Canada, focusing on their insurance contract nature, maturity guarantees, estate planning benefits, and regulatory framework under life insurance legislation.
• Labour-Sponsored Venture Capital Corporations (LSVCCs)
  Explore the role, structure, benefits, risks, and regulatory framework of Labour-Sponsored Venture Capital Corporations (LSVCCs) in Canada’s venture capital market, including key tax incentives, investor suitability, and real-world scenarios.
• Closed-End Funds
  Explore the key features, pricing dynamics, and regulatory considerations of Closed-End Funds in the Canadian market, including how they trade on the secondary market, manage distributions, and employ leverage for niche strategies.
• Income Trusts – Maximizing Cash Flow and Navigating Canadian Regulations
  Explore the structure, taxation, and suitability of Canadian income trusts, including REITs, energy trusts, and business income trusts, with insights into SIFT rules, real-world examples, and best practices for investors seeking steady cash flow.
• Listed Private Equity in Canada: Accessing Private Equity Returns Via Public Markets
  Explore how listed private equity structures grant investors exposure to private businesses within the Canadian landscape, balancing growth potential with unique liquidity and valuation complexities.