Canadian Western Trust

CWT Investment Loan Program

Create your own opportunity

Canadian Western Trust Investment Loan Program - Create your own opportunity open door

Helping advisors and their clients create their own opportunities

The Canadian Western Trust Investment Loan Program delivers a flexible, simple to quote, straightforward to write, and competitively priced leveraged investing product. For Advisors, that means more opportunities to participate in your clients’ investment strategies. For your clients, that means the potential for them to create their own investment opportunities.

The investment loan with Advisors in mind

At Canadian Western Trust, we’re committed to helping our Advisor partners become an indispensable part of their clients’ investment strategies. With our Investment Loan Program, CWT provides Advisors a versatile and simple leveraged investing product to add to their portfolio of client solutions. Combined with CWT’s personalized service and uncomplicated sensible approach to doing business, our Investment Loan Program is a product that can help Advisors grow their business.

How can investment loans work for your clients?

 

Program Highlights

  • We offer three unique loan types: a 1 for 1 Loan (CWT matches the amount pledged by the borrower), a 2 for 1 Loan, and a 100% Loan (CWT finances 100% of the loan amount)
  • Loan amounts from $25,000 to $300,000 are available
  • Margin call and no margin call options are available Interest-only or principal and interest monthly payment options are available
  • Loans can be used to fund a broad range of Canadian investments (See Qualifying investments in the CWT Investment Loan Program Product Sheet)

The investment loan with Advisors in mind

  • Straightforward qualifying criteria – you’ll know early-on if this product is right for your client
  • Simplified loan terms – uncomplicated terms make our program easy to explain to your clients
  • Quick and hassle-free application – backed by CWT’s renown customer service, applications are typically reviewed within one business day

The investment loan with your clients in mind

  • Flexibility and choice – no matter your client’s investing profile, there’s a loan to help achieve their goals
  • Competitive rates – Our loans and payment terms provide affordable options
  • Renown customer service – at CWT we’re known for providing an uncharacteristically personal level of customer service

Reintroducing CWT’s RRSP Loans – Complimenting your client toolkit

Help your clients put their retirement savings back on track with Canadian Western Trust’s RRSP Loan Program. With a variety of terms, and options for variable or fixed rates, our portfolio of RRSP Loans offers a lending solution to match your clients’ needs.

Investment Loan Program forms

Investment Loan Application
Investment Loan Checklist
Investment Loan Program Advisor Guide

 

           

 

Discover how CWT’s Investment Loan Program can help you and your clients create more investment opportunity - contact the CWT Relationship Management Team today.