Insights and Advice

High Returns, High Security: Client Leverages Investment Loan for $140K Profit and 400% Real Return Rate!

Nov 21, 2024

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Disclaimer: The true examples provided are based on specific historical scenarios and are for illustrative and educational purposes only. Investing with borrowed funds involves high risk and is not suitable for all investors. Market values fluctuate, and you may lose more than your initial investment. Consult with a financial professional before making any investment decisions. Results are not typical and cannot be guaranteed.

In June 2022, Alex successfully secured a $200,000 investment loan, which was invested in Canada Life’s Seg Fund (Segregated Fund).

During this period, we made adjustments to the fund for Alex and he withdrew $18,000 in profits in 2023.

As of now, after 2 years and 5 months, the total profit has reached nearly $140,000, net income over $100,000, with a cumulative return of 70%.

The interest of a $200,000 investment loan cost $35,000, so resulting in a real return rate of 400%!

If Alex had used $35,000 as his initial capital, it would have taken him 5 years or more to achieve the same profit. This is the power of investment loans: helping you earn more, and earn it sooner.

Ready to accelerate your wealth like Alex? Contact our advisors today and start maximizing your investment potential!

  1. Profit = Market Value + Withdrawal – Initial Loan
  2. Net Income = Market Value + Withdrawal – (Initial Loan + Interest Paid)
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