iWIN Wealth Planning — Create Wealth Faster Beyond Rentals
For Canadian Real Estate Investors

Create Wealth Faster Beyond Rentals With a $100,000 Investment Loan

Take the free scorecard to see if a $100,000 investment loan into a professionally managed segregated fund portfolio may fit your income, cash flow, risk tolerance, and long-term goals.

Free · 3 Minutes

$100,000 Investment Loan Readiness Scorecard

Answer a few questions about your income, cash flow, and risk tolerance. Get your score instantly.

Not Ready Yet 0–39
Potential Fit 40–74
Strong Potential Fit 75–100
Take the Scorecard →

Free · No obligation · Results in 3 minutes

Realtor of the Year to Investors
$500M+ Income property transactions
136 Self-made millionaire clients
#81 Business podcast on iTunes
136 Five-star Google reviews

Who This Is For

You built wealth with real estate. The math has changed.

You already understand leverage. You used the bank's money to buy properties, and it worked. But the Ontario rental market of 2026 is not what it was in 2018. The question isn't whether to keep your rentals — it's what to do with your next $100,000.

  • You own one or more rental properties in Ontario or Canada
  • Your cash flow is shrinking — mortgage renewals, rising costs, and a softening market are eating your margin
  • 80–100% of your net worth is concentrated in real estate
  • You want to grow wealth without another tenant, another LTB hearing, or another down payment
  • You are comfortable with debt when the math makes sense
  • You want clarity before making your next major financial move

Sound familiar?

  • 📉 "My rentals are barely breaking even. I am holding them for appreciation but the cash flow is gone."
  • 🔑 "I do not want another tenant, another property manager, or another LTB nightmare."
  • 🏦 "My mortgage is renewing at 5%+. The numbers do not work the way they used to."
  • 💡 "I know I need to diversify but I do not know what the right move actually is."
  • ⏱️ "I want my money working harder without more of my time going with it."

How It Works

Three steps from where you are to where you want to be

1

Take the Scorecard

A free 3-minute assessment that looks at your income, cash flow, debt comfort, and goals. You get a readiness score instantly — no email required to start.

2

See Your Score

You receive a score from 0–100 with a result category: Not Ready, Potential Fit, or Strong Potential Fit — plus specific insights based on your answers.

3

Book a Readiness Review

If your score suggests it may be worth exploring, book a free 30-minute Readiness Review with Erwin. He will run your real numbers and tell you honestly whether this fits.

The Numbers

Same $200,000. Three strategies. 20 years.

Cherry Chan, CPA, CA ran the real math on three wealth-building strategies. The assumptions are honest — 20-year historical averages including 2008, 2020, and 2022.

Strategy After 10 Years After 20 Years Tenants? Margin Calls? $100K Investment Loan
Mutual Funds — S&P 500 Index $457K $1.15M None None
Real Estate — 5% appreciation $627K $1.40M Yes None
Real Estate — 3% appreciation $477K $951K Yes None
$100K Investment Loan Strategy $923K $2.96M None None Wins by 2×

S&P 500 at 11%/yr (20-year historical average, 2006–2025, dividends reinvested). Investment loan: $600,000 at prime + 0.75%, interest tax-deductible at 50% marginal rate, 1.5% management fee on seg fund portfolio. Net of loan repayment, capital gains tax, and after-tax interest costs. Past performance does not guarantee future results. Borrowing to invest is not appropriate for everyone.

Erwin Szeto
Wealth Advisor & Co-founder, iWIN Wealth Planning
Life Insurance Agent, Open Concept Financial Group
Realtor, Rock Star Real Estate Brokerage Inc.
🏆 4× Realtor of the Year to Investors
🎙️ #81 Business Podcast on iTunes — TaFI Pod
🏠 $500M+ in income property transactions
45 self-made millionaire clients
I spent 15 years telling people real estate was the answer. Then I quietly changed my own strategy.

Cherry, CPA, CA, and I still own rental properties. We are not selling everything. But we have been slowly stepping back from the Ontario market as tenants turn over — and redeploying that capital into a second leverage engine that earns without the operational headaches.

The $100,000 investment loan is the entry point we use with clients. It is the same principle as a rental — borrow, invest, deduct the interest, let it compound — applied to a professionally managed portfolio instead of a property. No tenants. No repairs. No Landlord Tribunal.

If you are a Canadian real estate investor wondering what your next move should be, the scorecard is the fastest way to get clarity.

Take the Free Scorecard →

What Clients Say

Trusted by Canadian real estate investors

★★★★★

"I've been working with Erwin and his team on/off for 9 years now. When working with the iWIN team, you get access to a whole community of like-minded people. Best of all, the team is focused on making you successful, regardless of how you choose to get there."

Jonathan
★★★★★

"I love working with Cherry and her team! They're one of the very few organizations I've worked with that haven't caused me any frustrations. Their services are not cheap (at all), but I think the premium is worth the peace of mind."

Carla
★★★★★

"iWIN is all about giving and sharing experiences with their community. Erwin surrounds himself with a strong team of industry experts in real estate — always adding value to others and living what they talk about."

Peter
★★★★★

"Cherry and her team are super knowledgeable and experienced with dealing with real estate investors. Not only do we file all our corporate and personal taxes every year, they are always looking out for ways we can tax plan more effectively."

Monica
★★★★★

"Erwin and his team are very knowledgeable about real estate investing, they're great with customers and easy people to work with. I strongly recommend them if you're looking for an investment property."

Viller
★★★★★

"Cherry's professionalism and knowledgeable advice along with her amazing team make me feel confident in the options and choices I make. She always goes above and beyond with her explanations and provides a multitude of information and guidance."

Arminda
★★★★★

"Cherry and her team set me up with the proper structure to effectively manage my properties and to make tax season run a lot easier. I get lots of advice which is greatly appreciated. I truly recommend their services."

John
★★★★★

"I've been working with iWIN for over ten years. They're professional, thoughtful and easy to work with. Not only have they been instrumental to my success as a real estate investor, but they've also helped me with a few of my personal residences."

J. Roumanis
★★★★★

"Cherry and her team have been taking care of all my accounting for 6 years now and they have been instrumental in helping me to optimize my tax implications while growing multiple businesses. For real estate investors, she's the top choice out there!"

James
★★★★★

"This team is incredibly knowledgeable with years of combined experience! As a professional Real Estate Investor, it's important for me to align with the best. I highly recommend Erwin to help you navigate this market."

Christina
★★★★★

"I've been working with Erwin and his team on/off for 9 years now. When working with the iWIN team, you get access to a whole community of like-minded people. Best of all, the team is focused on making you successful, regardless of how you choose to get there."

Jonathan
★★★★★

"I love working with Cherry and her team! They're one of the very few organizations I've worked with that haven't caused me any frustrations. Their services are not cheap (at all), but I think the premium is worth the peace of mind."

Carla
★★★★★

"iWIN is all about giving and sharing experiences with their community. Erwin surrounds himself with a strong team of industry experts in real estate — always adding value to others and living what they talk about."

Peter
★★★★★

"Cherry and her team are super knowledgeable and experienced with dealing with real estate investors. Not only do we file all our corporate and personal taxes every year, they are always looking out for ways we can tax plan more effectively."

Monica
★★★★★

"Erwin and his team are very knowledgeable about real estate investing, they're great with customers and easy people to work with. I strongly recommend them if you're looking for an investment property."

Viller
★★★★★

"Cherry's professionalism and knowledgeable advice along with her amazing team make me feel confident in the options and choices I make. She always goes above and beyond with her explanations and provides a multitude of information and guidance."

Arminda
★★★★★

"Cherry and her team set me up with the proper structure to effectively manage my properties and to make tax season run a lot easier. I get lots of advice which is greatly appreciated. I truly recommend their services."

John
★★★★★

"I've been working with iWIN for over ten years. They're professional, thoughtful and easy to work with. Not only have they been instrumental to my success as a real estate investor, but they've also helped me with a few of my personal residences."

J. Roumanis
★★★★★

"Cherry and her team have been taking care of all my accounting for 6 years now and they have been instrumental in helping me to optimize my tax implications while growing multiple businesses. For real estate investors, she's the top choice out there!"

James
★★★★★

"This team is incredibly knowledgeable with years of combined experience! As a professional Real Estate Investor, it's important for me to align with the best. I highly recommend Erwin to help you navigate this market."

Christina

Free Monthly Events

Join Erwin live. Learn the strategy. Ask every question.

Every month, Erwin hosts a free 90-minute session walking through the $100,000 investment loan strategy — the math, the real risk, and live Q&A. No pitch. No pressure. Just the numbers and honest answers.

Saturday, June 27
Hybrid — Oakville + Zoom · Free
Register →
Tuesday, July 7
Online Webinar · 8:00pm ET · Free
Register →
Monthly — ongoing
New events added each month

Find out if a $100,000 Investment Loan may be your next wealth move

Takes 3 minutes. You get a score, a result category, and a clear sense of whether this conversation is worth having. No obligation.

For informational purposes only. Borrowing to invest is not appropriate for everyone. This is not a guarantee of investment performance or loan approval. Based on income, cash flow, risk tolerance, and goals. Speak with a qualified advisor before making any financial decision. Past performance does not guarantee future results.

OUR TEAM


Integrated financial, tax, insurance, and estate planning for Canadian investors and entrepreneurs.

 

Co-founded by Erwin Szeto and Cherry Chan, supported by a team of accredited wealth professionals.

QUICK LINKS



© Copyrights by iWIN WEALTH PLANNING. All Rights Reserved.