I have over 25 years experience in the mortgage industry.
Over the years I have been a Credit Union manager, a Residential Mortgage Manager with a large financial institution and a licensed Mortgage Professional.
I love helping each client live an abundant financial life by properly managing home equity and debt.
I have a passion for people, numbers, and planning. I thoroughly enjoy helping each client maximize their wealth building potential. Now more than ever I see a mortgage as a financial planning tool and not just a way to purchase a home.
Whether you are a first time homebuyer, real estate investor, or existing homeowner who needs to refinance, I am the Okanagan's source for mortgage financing!
I have a full array of mortgage products, many only available through mortgage brokers, to offer at very competitive pricing allowing my clients to have the best service, rates, and pricing available in the mortgage market.
Not only do I provide my clients with mortgage financing I do it responsibly within the context of my client's overall financial objectives.
This process is call Strategic Mortgage Planning and is the core of what I do.
Mortgage Planning involves the thorough review of each client's debt including mortgages, assets, and income with the goal of maximizing each client's debt elimination objectives and wealth building opportunities.
I accomplish this utilizing my many exclusive strategies.
Whether you are a first time homebuyer, existing homeowner, beginning or experienced investor, Strategic Mortgage Planning is for you!
I look forward to the opportunity of assisting you.
Kelowna Mortgage Broker