Reverse mortgages are evolving into a strategic, tax-efficient tool within high-net-worth financial planning. Increasingly, advisors and their clients are turning to HomeEquity Bank’s custom solutions to unlock tax-free cash, preserve portfolios, and facilitate intergenerational wealth transfer.
This session will showcase three recent case studies illustrating how the CHIP Reverse Mortgage integrates into comprehensive financial plans, demonstrating its role in providing practical liquidity solutions for Canadians 55+, while reinforcing long-term planning objectives such as wealth preservation and aging in place with confidence.