April 2007 extras

  • Manulife Bank illustration comparison of a leveraged investing strategy

    Manulife Bank illustration comparison of a leveraged investing strategy (http://s15246738 NULL.onlinehome-server NULL.com/wp-content/uploads/Manulife-Bank-illustration-comparison-of-a-leveraged-investing-strategy NULL.pdf)

  • The leverage loan: a calculated risk when used conservatively

    For many hesitant advisors, a leveraged loan is simply one more risk that increases their liability insurance premiums for errors and omissions (E&O). However, specialists believe that a conservative approach will keep lawsuits at bay. Talbot Stevens , a leading expert in the field, uses the term conservative leverage when […]

  • Banking services to advisors: More than just your conventional loans

    Our very first comparative study on leverage loans to advisors has revealed an unexpected treasure trove of products and services that go beyond simple conventional investment loans. In addition to regular RRSP loans, the Bank of Montreal also offers Retro-Activator RRSP Loans, which it describes as instalment loans with retroactive […]