Cash & Credit Management Solutions

Strategy, discipline and long-range planning are all well and good, but you can’t put life on hold. What about the here and now?  Your integrated wealth management plan needs to be flexible enough to accommodate the opportunities that present themselves today.  By considering your cash and credit needs along with all the other components of your financial affairs, your Assante advisor ensures that you and your family enjoy quality of life today while also working toward your financial goals for the future.

RRSP & Investment Loans

We offer RRSP and Investment loans for our clients at competitive rates.  Please contact us for more details.

 

Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only.  If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Note: Leveraging carries its own risks and is not for everyone.  Talk to your financial advisor for advice on properly managing those risks