Keep enough cash on hand to take advantage of opportunities!
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Investment Loan
La meilleure façon de bâtir votre patrimoine, c’est d’établir des objectifs atteignables avec une stratégie adaptée à votre situation.
An investment loan provides creative financial leverage to accelerate the growth of your assets.
Invest the Bank’s Money.
Leveraged loans are a creative investment strategy that can be effective in many situations. To meet your goals, it is important to work with an advisor who has a thorough understanding of the various mechanisms involved in this type of investment.
Assessment of Your Situation
Let's discuss your situation and find out if an investment loan is an effective way to achieve your goals.
Opportunity Analysis
Based on your situation, let's explore which opportunities are suitable for you based on your investor profile.
Investment Strategy
Let's develop a strategy that will leverage the growth of your portfolio without monopolizing your capital.
Guidance
It's normal to have questions. You can rely on an accessible and proactive advisor at any time.
Keep Your Cash, Seize
Opportunities.
What Is Your Investor Profile?
An investment loan is available to most people who have accumulated a positive net worth and have a stable income.
Professionals
You want to invest without compromising your other projects.
Entrepreneurs
You would like to invest while retaining your liquid assets.
Owners
You have built up equity in one or more properties.
Investors
You have investments that have grown over time.
Keep Your Working Capital.
To seize the opportunities that come your way, you need cash flow. An investment loan is a way for you to invest without tying up your cash.
Availability of Funds
Keep the funds needed for your projects.
Tax Deductions
Interest on your loan may be deductible.
Strict Management
Managed by investment loan specialists.
An accessible advisor with a creative approach to growing your assets, while always keeping an eye on the performance of your returns.
Pour créer et faire fructifier un patrimoine, il faut avoir les deux mains sur le volant et garder la tête froide pour prendre des décisions stratégiques et cohérentes avec les objectifs du client.
partners
A Solid Track Record
Mutual fund dealer affiliated with WhiteHaven Securities
Member of the Chambre de la sécurité financière
Graduated in 2016 with a degree in Business Science from the University of Ottawa
Certificate number of the Autorité des marchés financiers: 240577
