Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
Retirement & Estate Planning
How we help you
How we help you
About Greenfeld Financial Management
About Greenfeld Financial Management
About Greenfeld Financial Management
Jeffrey J. Greenfeld, CFP®, Investment Advisor & Financial Planner
Located in Delta, BC Tel: 604.940.8617
Tired of market volatility?
Looking for steady income with consistent returns?
Invest in a Canadian Mortgage Fund paying quarterly dividends of
8%*
The Antrim Balanced Mortgage Fund is the largest residential Mortgage Investment Corporation (MIC) in Canada and provides investors with a steady stream of interest income by investing in a diversified portfolio of residential first and second mortgages.​
Five reasons you should hold Antrim Balanced Mortgage Fund in your portfolio:
1. Low Volatility
Antrim investors have enjoyed 25 years of safe and steady returns. When adding Antrim Balanced Mortgage Fund to a portfolio,
the expected volatility drops immediately. Investors love the security … especially in a rising interest rate environment.
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2. A Superior Yield
Investors love the yield Antrim brings to a portfolio. Especially in inflationary and rising rate environments. During the economic crisis of 2009, Antrim investors earned over 10%.
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How does it work? Antrim charges higher rates than the Bank. Antrim lends to borrowers who do not meet the bank's strict debt servicing ratios, but have excellent credit scores due to self-employment and income splitting techniques. This might have the positive effect of them paying lower income taxes, but they do not show enough income to meet the strict debt servicing ratios at the Bank.
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3. Real Security
Investors are allocated over 2100 individual mortgages, making the pool incredibly diversified. Antrim lends in major centers of BC, Alberta, and Ontario with a target asset allocation 75% in first mortgages and 25% in second mortgages.
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4. Steady Income
Investors can expect to receive 4 quarterly payments plus one annual top-up. 100% of the next income the Fund earns is paid to investors each year. Antrim has never had a quarter it has not paid a dividend in 50 years.
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5. An investment you can understand
Antrim does not create yield via complex options strategies that are hard to understand. You probably have a mortgage, may be self-employed, or perhaps you have had difficulty with a Bank lender. Plus – it’s a Canadian firm.
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Reduce the volatility in your portfolio, while receiving a steady income stream and consistent returns with the Antrim Balanced Mortgage Fund!
*Mutual funds are not guaranteed and information on returns is based on past performance which may not reflect future performance. Mutual funds may be associated with commissions, trailer fees, management fees and other expenses. Please read the prospectus. Important information regarding mutual funds may be found in the simplified prospectus. To obtain a copy, please contact Jeff Greenfeld. This information was prepared by Jeff Greenfeld and does not necessarily reflect the opinion of iA Private Wealth Inc. The opinions expressed are based on an analysis and interpretation and do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors. Ad sponsored in part by Antrim Investments.