Travel Medical
Coverage

Advantage Account
Daily interest
excellent rates.

LifeCheque
Critical Illness Insurance.

Long Term Care

 

financial advisor

Investments

WARNING!!!
Waiting Can Cost Your Thousands

Learn the little known secret the banks and the government hop you won’t find out. Stunning discovery reveals incredible way to substantially grow our money quickly and safely over the next few years while saving significantly on taxes.

Learn how to run small tax deductible monthly deposits into tens of thousands of dollars quickly and safely over a short period of time to springboard your savings ousted of your RRSP’s

NO CAPITAL - NO PROBLEM

Learn how anyone for even as little as $50/month can make use of this savings method to add thousands quickly and safely to their savings. See how you can turn $250/month into $50,000 by the time a GIC matures.

These people didn’t wait....

 

Started

Invested

Earnings

Harry

March

$750

$4,800

Bill

April

$500

$3,100

Celine

May

$250

$2,200

You Could be making this too!

Serious about savings, act quickly to maximize your earnings potential
Call Paul at 717-8444 For a Free Consultation

Leveraged investing
Leveraging simply means borrowing money to invest, with the anticipation that the return on the investment over time will be greater than the costs associated with borrowing. This means that an investor keeps any investment gains after interest and taxes are paid and the outstanding loan is repaid.

Leveraging usually refers to borrowing to invest in non-registered investments such as stocks or mutual funds, but in fact borrowing for your RRSP or obtaining a mortgage on your home are also forms of leveraging.

Increase your investment capital
Borrowing to invest creates a larger pool of funds. This is the primary advantage of leveraging, as it may allow an investor to substantially increase the size of their investment portfolio by amplifying associated returns over time. In addition, the loan interest paid may be tax deductible.

How leveraging works
The Investment Leverage Concept is a unique program that can provide you with a 10-year investment loan of up to three times your original investment amount. Simply stated, for each dollar you invest Manulife Bank of Canada can arrange an investment loan for an additional three dollars. These amounts are then combined and invested in Insured Portfolio Funds usually for a period of 10 years.

Over the 10-year life of the Insured Portfolio Funds contract, your investment returns have the opportunity to compound, while the loan interest you pay remains based on the original amount you borrowed.

Investment Leverage Concept
The Investment Leverage Concept can help you create a larger and more diversified investment portfolio for your retirement, estate or succession plans by investing more now, without sacrificing peace of mind.
 

For a free financial consultation or information on any subject of interest please phone, email or fill in the form on contact us page.

Lauzon Financial Advisors Inc
203-1470 St Paul St, Kelowna BC V1Y 2E6
Phone: 250-717-8444         Fax: 250-717-1661
Toll Free: 877-717-8444
E-mail:
paul@lauzonfinancial.com