Investment line of credit consolidates multiple collateral types
Seg fund investment loans offered through advisors and insurance agents
Deal with National Bank will give Sun Life advisors greater access to debt products, including mortgages, for clients
Deal widens distribution of investment loan programs
As clients feel more confident about economic recovery, now is the time to recommend loans aimed at maximizing contributions
Suite of products includes investment loans and mortgages
SSQ advisors gain access to investment and RRSP loans
Rates for 100% investment loans reduced to 3.25% for a limited time
Investment and RRSP loan programs to be distributed through advisors
Some advisors use lending to build clients’ portfolios as well as their own books of business