Our client sold their property, dialing down on real estate leverage, and came to us at AiF. With a quick loan approval from B2B Bank (yes, it was that fast 😎), they boosted their financial leverage and invested in a high-liquidity, worry-free segregated public fund. Their moves? Smooth and on-point!

With Canada’s new rate-cut cycle and the U.S. stock market in a bull run, borrowing costs are dropping, and steady investment returns are climbing. By leveraging more capital, staying in the game long-term, and letting compound growth work its magic, they’re building wealth for retirement—one step at a time.

Of course, when it comes to smart leverage, leave it to the pros at AiF!