Home  »  Product solutions  »  Macquarie EquityPlus

Macquarie EquityPlus

The case for Macquarie EquityPlus

Macquarie EquityPlus is an exclusive and tailored way to build a new high-quality investment portfolio, without tying up your money and without the risk of capital loss.


Buy and hold for the long term

You understand investing. You appreciate the need to diversify your portfolio. And you recognize that holding blue-chip TSX-listed equities can help you meet your long-term financial goals. But growing a meaningful position in large-cap companies takes time and access to capital. There must a better way to build a well-rounded portfolio. Now there is.

Macquarie EquityPlus is an interest-only securities financing program. Here's how it works:

  • You and your advisor select a portfolio from a list of eligible TSX-listed securities
  • Macquarie Securities Financing Ltd.(Canada) funds the entire purchase price of the portfolio, with the minimum amount starting at $100,000
  • You own the securities you have selected, receiving dividends and any capital growth
  • Macquarie capital protects the securities so that you don't bear the risk of capital losses

Contact your Investment Advisor to take advantage of this
tax-efficient1 wealth creation strategy.

 
 Contact us



1 The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances.


© 2011 Macquarie Global Investments

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company.