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Investing for the New AI Generation With Only 25% Down Payment
Description
Erwin Szeto sits down with Sadaf Chowdhury, Director of Investment Sales at Equitable, to discuss how Canadian investors are looking beyond rentals. They explain professionally managed stock funds with insurance features, estate planning, annuities, investment loans and how AI is changing professional fund management.
What a 25% down investment-loan strategy means
How professionally managed stock funds can include estate-planning features
Investment loans versus traditional margin accounts
Why Canadian investors are looking beyond rental properties
How AI is changing stock selection and portfolio management
📌 Connect with Sadaf:
Linkedin: https://www.linkedin.com/in/sadaf-chowdhury-ca/
Free training: Join Erwin on Saturday, September 12 (Oakville + Zoom): iWIN Integrated Wealth Planning
or Tuesday evening, September 15, (Zoom only): iWIN Integrated Wealth Planning for a deeper dive into zero or 25% down investment-loan strategies for qualified Canadians. Learn how the strategy works, what the risks are, and how to decide whether it may fit your financial goals.
Educational purposes only. Investment loans and professionally managed stock funds involve risk and may not be suitable for everyone. Approval and performance are not guaranteed. Suitability depends on income, cash flow, risk tolerance and goals.