The Mackenzie Lending Program

Loans from B2B Trust!

Studies show that for the right investor borrowing to invest can be a sound strategy. It certainly isn’t for everyone, but for knowledgeable investors in good financial health with long time horizons, taking on investment debt may be advantageous for a number of reasons. Recognizing this, and to make borrowing as convenient as possible, Mackenzie now offers investment and RRSP loans for Mackenzie funds at preferred rates from B2B Trust.

Recognizing this, and to make borrowing as convenient as possible, Mackenzie now offers investment and RRSP loans for Mackenzie funds at preferred rates from B2B Trust as well as continuing to offer loans through our wholly-owned subsidiary, M.R.S. Trust Company. Our research has shown that our clients wanted more choice when it came to borrowing. Consequently we’ve signed a distribution alliance agreement with B2B Trust, meaning greater convenience for advisors and more pricing options for investors.

About B2B Trust:

• A leading Canadian supplier of third-party investment and RRSP loans
• Provides lending solutions to over 15,000 professionals across various channels within the financial services industry
• A long-standing history of investment lending experience with a loan portfolio in the billions
• Dedicated to advisors. They do not market their products directly to the public nor do they solicit your clients or provide investment advice.
• A wholly-owned subsidiary of Laurentian Bank and a federally regulated trust company

Click here to download loan applications, forms, and brochures.

B2B Trust is not affiliated with Mackenzie Financial Corporation and does not endorse or promote the investment products offered by Mackenzie Financial Corporation. B2B Trust is a wholly-owned subsidiary of Laurentian Bank of Canada. B2B Trust does not provide investment advice to individuals or advisors and does not endorse or promote any investment products. The dealer and advisor, not B2B Trust, are responsible for determining the suitability of investments for their clients and for informing them of the risks associated with borrowing to invest. B2B Trust acts solely in the capacity of lender and loan account administrator. Any loan approval by B2B Trust should not be construed as an endorsement of any investment choice, program or strategy. All loans are subject to credit approval and borrowed monies are due and payable regardless of the performance of the investments purchased. B2B Trust reserves the right to request additional information or documentation at its sole discretion. The B2B Trust Investment Loan Program is available exclusively through licensed financial advisors. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. ®B2B TRUST is a registered trademark of B2B Trust.