I wanted to share a recent article in Advisor Unlimited featuring perspectives from HomeEquity Bank’s Wealth team that explores how advisors are rethinking the role of home equity in financial planning for Canadians 55 and better.
With $2.5 trillion in home equity* held by this group, the conversation has shifted from solving for need to creating opportunity. Increasingly, advisors are using home equity as a strategic, tax-efficient tool to help clients preserve investments, support family, and create flexibility in long-term planning.
For advisors, this approach can also deliver tangible benefits: clearer differentiation in a competitive market, deeper client relationships built on holistic planning, and retained assets under management, since clients don’t need to sell down investments to fund goals.
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