SERVICES

Investment Loans

 

An investment loan is a creative financial leverage tool that can accelerate your wealth growth.

Invest the Bank’s Money

An investment loan is a creative strategy that can help you reach your financial goals faster, provide tax benefits, and prove effective in many different situations.

This strategy requires a high risk tolerance and is not suitable for all investors. That is why it is essential to work with an advisor who has a thorough command of the various mechanisms involved in this type of investment.

- Assessing Your Situation

Let’s discuss your current situation and determine if an investment loan is an effective solution for reaching your goals.

- Analyzing Opportunities

Based on your unique circumstances, we will analyze eligible opportunities that align with your investor profile.

- Investment Strategy

Let’s establish a strategy that acts as leverage to propel your portfolio’s growth without tying up your personal capital.

- Ongoing Support

It’s natural to have questions. At all times, you will benefit from an accessible and proactive advisor.

 

SCHEDULE A FREE CONSULTATION

Keep Your Liquidity, Seize the

Opportunities!

"Keep sufficient liquidity to seize opportunities as they arise!"

What Is Your Investor Profile?

Get the best coverage tailored to your budget. If you are already insured, personalize your coverage and pay only for what truly matters.

- Professionals

You want to invest without compromising your other projects.

- Entrepreneurs

You want to invest while maintaining your liquidity.

- Homeowners

You have built up equity in one or more properties.

- Investors

You hold investments that have grown over time.

Preserve Your Working Capital

To seize the opportunities that come your way, you need your liquidity. An investment loan allows you to invest without tying up your cash flow.

Accumulate Up To

2.3 Times MORE*

A study has shown that investors who work with an advisor for more than 15 years
can accumulate 2.3 times more wealth.

THE VOTRE PLAN TEAM

The perfect balance between creativity and security

ABOUT THE TEAM

Accessible advisors who demonstrate creativity to grow your assets while constantly monitoring your portfolio’s performance.

Let's discuss your financial goals!

Schedule a free 30-minute consultation to discuss your financial goals and the investment strategies available to you.

The Votre Plan team is affiliated with the dealer MICA Capital Inc. Because it is independent of financial institutions, MICA offers some of the most flexible and diversified investment solutions on the market.

*Source: More on the Value of Financial Advisors, by Claude Montmarquette and Alexandre Prud’Homme, CIRANO, © March 2020. Average households that retain the services of a financial advisor for at least 15 years accumulate 2.3 times more assets than "comparable" average households that do not use an advisor.

2 Only mutual fund activities conducted through MICA Capital Inc. are regulated by CIRO. Insurance services are subject to a separate regulatory framework. These services are neither regulated by CIRO nor covered by the CIPF protection.