Borrowing to invest – Investment Executive

When your client wants to boost RRSP savings with a loan

michelleschriver — Thu, 01 Feb 2024 18:02:03 +0000

Financial advisors, planners weigh in on the risks of borrowing to invest

rudy — Wed, 20 Jul 2022 13:55:20 +0000

As rates rise, opportunity to achieve tax savings via a family loan strategy narrows

gregdalgetty — Fri, 25 Jun 2021 21:07:18 +0000

Clients who borrow to invest may be intrigued by a recent court case on interest deductibility

Alan — Sat, 01 Mar 2014 05:00:00 +0000

Advisors must inform their clients about the risks of borrowing

Alan — Wed, 19 Feb 2014 18:20:00 +0000

New guidance reminds advisors about their suitability obligations

Alan — Fri, 20 Sep 2013 04:00:00 +0000

Burned investors win $10-million settlement in Money Concepts class action

Alan — Fri, 20 Sep 2013 04:00:00 +0000

Borrowing to invest is one of the most controversial financial planning strategies. Is it right for your clients?

Alan — Wed, 03 Apr 2013 18:45:00 +0000

NBSC orders company to repay losses to investors

Alan — Thu, 07 Feb 2013 22:00:00 +0000

Amendments detail the general obligations for dealers and reps to assess suitability of client leverage

Alan — Mon, 03 Dec 2012 16:25:00 +0000

Amendments require securities commission approval before they take effect