Investment loans

Are you looking to save for a rainy day? We offer different options to help you meet your savings goals.

What is it?

Borrowing to invest responsibly can help you meet your financial planning goals. Canada Life’s investment loan program* enables you to apply, through your advisor, for competitive investment loans from National Bank of Canada. The money is used to set up Canada Life non-registered segregated fund policies.**

Who is it for?

Are you financially secure with a strong and stable income and comfortable with market ups and downs? Do you already maximize RRSP contributions and other tax-efficient strategies? Do you plan to invest with a long investment horizon?

There are advantages and disadvantages to borrowing to invest. Anyone considering this strategy should consult their advisor and their tax professional.

* Subject to change without notice
** Investment loans are not available with Flex, tax-free savings account policies or policies with the lifetime income benefit option.