Are you missing out on a 1-trillion-dollar opportunity?
HomeEquity Bank is the only bank exclusively dedicated to providing HNW Canadian homeowners aged 55+ with smart and simple financial cash flow solutions. By partnering with HomeEquity Bank, you can provide your clients with funds that would not otherwise be available to them. Our solutions are purpose-built to support those who are house rich, by monetizing a portion of the equity in their homes - tax-free.
HomeEquity Bank’s business has been built on successful relationships with major banks and financial advisors. Our Wealth Management focused Business Development Managers can assist you with strategies and case studies that show you how our solutions will help you retain assets under management, grow your book of business and help open doors for new HNW markets.
We can provide solutions for:
- Cash flow management in retirement years to clients
- Portfolio diversification by helping clients release equity from their home
- Increasing liquid assets that can be used to purchase investment properties
- Debt consolidation with a no-payment loan option
Working with us has its benefits
- Tools that help you craft and differentiate your message to clients"
- Solutions that help preserve your business
- Broader segment penetration
- Competitive advantage