One of the keys to a successful investment leverage program is ensuring that clients have a solid understanding of how this strategy works.

Manulife Bank has created a new Flash presentation and companion brochure entitled "Understanding Investment Leverage."

These two educational tools describe, in simple, easy-to-understand language, what investment leverage is, how it works and the risk involved.

View and download Flash presentation and client brochure:

In the Flash presentation, the information is provided in segments so clients can view all of it at once or take each segment individually. It also allows you to stop and talk about each section before going onto another. And you can replay items as often as you need to without having to go through the entire presentation.

You can view and download the Flash presentation and client brochure from the following Manulife Bank ... website links.
 
Understanding Investment Leverage (Flash 4,538 KB)     

Understanding Investment Leverage - AB0409E (pdf 1,178 KB)

More information:

If you have any questions regarding these educational tools, please contact: Ken MacCoy, RHU, RHU.

Please Note:

Borrowing to invest is suitable only for investors with higher risk tolerance. Clients should be fully aware of the risks and benefits associated with investment loans since losses as well as gains may be magnified. Preferred candidates are those willing to invest for the long term and not averse to increased risk. The value of clients' investments will vary and is not guaranteed, however they must meet their loan and income tax obligations and repay their loan in full. Clients should read the terms of their loan agreement and the investment details for important information.

Downloads

Understanding Investment Leverage