Booklet: Dispelling the Myths of Borrowing to Invest

This brief 44-page booklet objectively and 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, advisors and investors can learn when and how to consider responsible leverage as an integrated part of a financial plan. Understand the 7 leverage-related risks and if leverage makes sense for you. More ...

Book: Financial Freedom Without Sacrifice

With over 145,000 copies sold, Financial Freedom Without Sacrifice includes more than 150 practical strategies to cut expenses, invest, and increase security. It combines the entertaining fictional story approach made popular by The Wealthy Barber with a 40-page Quick Reference Strategies section for busy type-A folks. More ...

Pamphlet: Introduction to Conservative Leverage

This brief 12-page educational piece can help advisors discover who wants to learn more about this controversial strategy. More ...

Software

Leverage Professional

This bilingual software helps advisors and investors evaluate when borrowing to invest makes sense, for interest-only loans, term loans, and RRSP catch-up loans. It produces a simple 1-page summary of the net gains or losses over a range of returns, and includes a FREE 30-day trial. More ...

RRSP Contribution Optimizer

This web-based, bilingual software provides a complete process-driven, business-building solution that guides users to benefit from the optimal use of unused RRSP room, accounting for math, tax brackets, and behaviour. Try it for FREE. More ...

Leverage Marketing Package

This low-cost Education and Marketing Package gives advisors the knowledge and tools to introduce and explain responsible leverage to clients and prospects. More ...

Seminar Package on Leverage

This turnkey package helps advisors present and market their own seminar on "Conservative Leverage: How to Magnify Returns Like the Rich Do". More ...