The client is looking to increase their investment loan for principal-protected/segregated fund investments. After reviewing their account, it’s clear why—they’re enjoying the rewards of leveraged investing!

In April 2022, during a market downturn, the client successfully obtained a $100,000 investment loan from B2B Bank and purchased our recommended segregated fund. Over the past 2.5 years, they’ve earned $52,000 in total gains, a 52% return. After $18,000 in interest payments, the net profit stands at $34,000, yielding a true return of 190%.

This is the power of leverage—the longer the time, the greater the compounding impact!