Tax-Smart, Purpose-Driven: Introducing HomeEquity Bank’s Custom Solutions

Canadians 55+ are among the most financially powerful, yet underserved, segments in the country. There are over 4.9 million eligible 55+ households with significant home equity. Within this group, a niche audience of affluent and high-net-worth households face a common challenge: “I have an opportunity I want to act on: how do I access smart, tax-efficient capital?”

 They are seeking a solution that enables them to invest, support family, and give back to the community with an underlying desire to preserve their wealth and maintain control.

That’s where HomeEquity Bank’s custom solutions come in.

Custom solutions are a tax-efficient tool that allows clients to access up to 55% of their home equity without draining investments or facing capital gains. More than liquidity, they empower clients to preserve wealth, create impact, and use their assets with purpose: from funding family down payments and education, to supporting charities, investing in new business opportunities, or creating living legacies.

Join Rene Quercia, SVP Broker Channel at HomeEquity Bank, and a panel of industry experts for an exclusive  webinar designed to introduce custom solutions and the unique opportunity this solution creates for wealth advisors, financial planners, brokers, and bankers to expand their offering.

In this session, you’ll learn how to:

• Position HomeEquity Bank’s custom solutions as a tax-smart, purpose-driven planning tool
• Spot client opportunities where custom solutions fit best
• Highlight both the rational benefits (wealth preservation, liquidity, tax efficiency) and emotional benefits (joy, empowerment, purpose) to clients
• Differentiate yourself in a competitive market with a tailored solutions-based approach
• Use real client examples to spark meaningful conversations and strengthen credibility

Reserve your spot today and discover how custom solutions can help you unlock new opportunities for your clients and for your practice.