--_008_YT3PR01MB5828F8979495869ACBAC088FE286AYT3PR01MB5828CANP_ Content-Type: multipart/related; boundary="_007_YT3PR01MB5828F8979495869ACBAC088FE286AYT3PR01MB5828CANP_"; type="multipart/alternative" --_007_YT3PR01MB5828F8979495869ACBAC088FE286AYT3PR01MB5828CANP_ Content-Type: multipart/alternative; boundary="_000_YT3PR01MB5828F8979495869ACBAC088FE286AYT3PR01MB5828CANP_" --_000_YT3PR01MB5828F8979495869ACBAC088FE286AYT3PR01MB5828CANP_ Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Good afternoon Tim, As discussed, I have contacted Mariam Kazeb, she is a Financing Solution sp= ecialist with National Bank. I have asked Mariam to contact you today if po= ssible. Her number is 514-266-5547 and her email is Mariam.Kazeb@bnc.ca She will be able to answer your financing questions and confirm the feasibi= lity of your requested SBL strategy. We can then discuss your thoughts on this if you like, together. If the above discussions satisfy you, then we can proceed with next steps: * Brokerage account opening at NBFWM * Transfer(s) in-kind * Bank account openings (plus Lisa too if desired) * Mastercard World Elite Additionally, I have attached our three main private portfolios, created an= d managed by Russell and myself. These are available to our clients who ent= rust us with the discretionary management of their portfolio's. Our main model is our $CAD Correlation-monitored Tactical ETF portfolio (we= have over $50M invested in this portfolio alone) We also have a $USD versi= on for clients who have $US dollars. There is a 100% Canadian dividend stock model portfolio that we also use, t= o complement the above portfolios. Performance details below. Beyond these models, we customize individual client portfolio's by adding s= ecurities on the outside of these core models. I mentioned discounted corporate bonds for clients with taxable accounts; w= e can also add individual $CAD or $USD stocks if we believe in their growth= or dividend potential. NOTE* You are not obligated to participate in this program, sharing this fo= r informational purposes. We can also hold your portfolio "AS IS" and see h= ow things unfold. ________________________________ Groome Beauchemin Group --> $CAD Correlation-monitored Tactical ETF portfol= io performance: (Balanced: 38% Fixed Income, 56% Equities, 6% Gold) * 2025 =3D +14.86% * 2024 =3D +8.10% * 2023 =3D +9.80% * 2022 =3D -9.22% ________________________________ Groome Beauchemin Group --> $USD Correlation-monitored Tactical ETF portfol= io performance: (Balanced: 33% Fixed Income, 54% Equities, 3% Gold) RETURNS= IN $USD * 2025 =3D +18.29% * 2024 =3D +9.91% * 2023 =3D +11.09% * 2022 =3D -13.27% ________________________________ Groome Beauchemin Group --> Canadian Dividend Stock portfolio performance: = (100% Canadian Equities that pay dividends) * 2025 =3D +24.52% * 2024 =3D +18.44% * 2023 =3D +5.70% * 2022 =3D -3.84% ________________________________ Let me know if you have any other