3-MINUTE REVIEW

Could Debt Swap fit your mortgage?

Share the basics. You will get a clear starting-point summary, and Craig will build the complete numbers if the strategy is worth pursuing.

Step 1 of 3
01

Your mortgage

Approximate numbers are completely fine.

What are you planning?
Leave this blank if you are looking at a refinance or do not know the date.
SIMPLE EXAMPLE

What did the investments cost you?

If you invested $75,000 in a non-registered account and the part you plan to sell is now worth $100,000, your rough original cost is $75,000 and the rough gain is $25,000.

Planned sale$100,000Less rough original cost$75,000Rough gain before selling costs$25,000

Statements may call this book cost, book value or adjusted cost base. Those figures can differ, especially after partial sales, reinvested distributions or fees. “I’m not sure” is a perfectly good answer.

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Craig Austin Mortgage Group
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