Barry Sjolin - Penticton Financial Advisors

Investment Loans

Everyone has financial goals but sometimes finding the cash to support an investment plan can be difficult. We can help. An Investment Loan can provide you with the cash you need to help you achieve your financial goals sooner.

Contact Us

An effective wealth creation strategy

There are two powerful forces driving this strategy:

  1. Compound returns. An investment loan allows a larger amount to grow for longer which can generate a much larger long-term return.
  2. Tax deductibility. Interest charged on an investment loan is generally tax-deductible. This reduces your cost for the investment loan. By deducting loan interest, you're reducing your cost of investing and increasing the chance that leveraged investing will out-perform traditional investing.

Two investment loan programs

Manulife Bank, as an example offers two investment loan programs – Quick Loans and Custom Loans. Each program offers no margin calls due to market fluctuations and other unique features.

Quick Loans feature:

  • 100% loans of $10,000 to $100,000
  • A quick and simple application Process
  • Interest-only payments

Custom Loans feature:

  • 3:1 personal and business loans of more than $250,000
  • Choice of interest-only or interest and principal (up to 20 years) payments

For more information, please give us a call 1.866.493.3083.

Contact Us

Barry Sjolin - 205 - 304 Martin Street • Penticton, BC • V2A 5K4 - 1.250.493.3083 (Local) • 1.866.493.3083 (toll free)

Terry Michels, CLU

Penticton Insurance and Investment Advisors. Penticton Travel Insurance. Penticton Financial Advisors.