Working for you, not the Banks
Markets Served: Vancouver, Lower Mainland, Okanagan, Whistler, Vancouver Island and all provinces except Quebec
Our Purpose - Our purpose is to help clients build a better financial future. We believe in honest, transparent advice and building our business by doing what’s right for our clients.
Saving you money and time-You don't pay us, the lender does. By getting lenders to compete for your business, we get you the best rates and terms available. We have access to all types of lenders, from prime lenders who can offer the best rates on straightforward mortgages to alternative lenders that can help when not all traditional approval criteria can be met.
I began my career in finance over 20 years ago, and I’ve had the opportunity to work in a variety of roles in the banking world including Financial and Mortgage Advisor, Branch Manager and Senior Manager of Risk Services with one of Canada’s largest credit unions before becoming a mortgage broker. I am passionate about continuous learning. I’ve completed a Masters of Business Administration, Financial Planning certficiate, and Risk Management courses as part of my commitment to keeping my knowledge current. It is this level of experience and education that will enable me to structure a better mortgage that fits your needs.
We know that clients are smart and want straightforward advice and the best value for your bottom line since your mortgage is likely your biggest expense. We also know that you have better things to do then spending your valuable time searching for the best mortgage, and that’s where our expertise comes in. We get the banks and lenders to compete for your business, ensuring we find you the best rates and terms. My business philosophy is that doing the right thing for clients is the only way to grow this business, after all, like most small businesses, word of mouth and referrals are the keys to success. I am also a real estate investor and I’m happy to share mortgage structuring and tax efficient strategies with you.