This brief 44-page booklet is a low-cost marketing tool that comprehensively outlines the pros and cons of borrowing to invest. Covering RRSP Catch-Up loans, traditional leverage outside of RRSPs, and RRSP-Leverage combination plans, all levels of investors can learn how to benefit from responsible leverage as an integrated part of their financial plan.

While the booklet contains many strategies that will increase an advisor's business, astute financial planners will use the booklet to reduce their business risk. By providing all leveraged clients and prospects with this objective, third-party educational booklet, the advisor ensures that the financial and emotional risks have been disclosed. With a signed Emotional Acid Test, the advisor has proof that the client understands the potential downside.

This publication is only available in b-Book (branded PDF) format.