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Investment Lending Services


Loans Summary

A handy reference to the key features of TD Canada Trust Investment Loans

Loan Programs Maximum
Loan
Payment Options Income Requirement Collateral Diversification

3 for 1 No Margin Call
Portfolio Fund Loans

Available for Portfolio Funds for all Approved 3rd Party Mutual Funds, TD Mutual Funds* & our Segregated Fund partners

$250,000 Interest Only**
or
Blended -
max. 30 yrs
Not Applicable Portfolio Funds only
100% No Margin Call
Portfolio Fund Loans

Available for Portfolio Funds with TD Mutual Funds* & our Segregated Fund partners
$ 50,000 Interest Only**
or
Blended -
max. 30 yrs
$60K ($75K joint) for ON/BC

$50K ($65K joint) elsewhere

Maximum 35% TDSR
Portfolio Funds only
1 for 1 No Margin Call
Loans

Available for all Approved 3rd Party Mutual Funds, TD Mutual Funds* & our Segregated Funds partners
$250,000 Interest Only
or
Blended -
max. 30 yrs
Not Applicable Portfolio Funds or
Max. 35% per Fund


Loan Programs Maximum
Loan
Payment Options Income Requirement Collateral Diversification
2 for 1 Loans
(Margined daily)

Available for all Approved 3rd Party Mutual Funds, TD Mutual Funds* & our Segregated Funds partners

$500,000 Interest Only
or
Blended -
max. 30 yrs
Not Applicable Not Applicable
100% Loans
(Margined daily)

Available for all Approved 3rd Party Mutual Funds, TD Mutual Funds* & our Segregated Funds partners
$250,000
Blended -
max. 20 yrs
$60K ($75K joint) for ON/BC

$50K ($65K joint) elsewhere

Maximum 35% TDSR
Portfolio Funds or
Max. 35% per Fund

For advisor use only.