MORTGAGE AGENT I am licensed by the Ontario government (FSCO) to work as a Mortgage Agent. I am very excited that I can now help out my clients with their mortgage financing needs.
Banks are not the best or only alternative to obtain a mortgage. There are many other options available that the banks can't or don't offer, and since I joined Mortgage Alliance, I have more than 40 different lenders available to find the right mortgage for you. Very often we can obtain a lower interest rate or more flexible terms that can save you quite a bit of money over the term of your mortgage.
GROUP BENEFITS Solutions for groups from 3-35 people.
Listens to and understands your issues and needs
Provides trustworthy guidance
Committed to caring for you with integrity and compassion
Dedicated to providing solutions that are in your best interest
Serving 3 generations of clients for over 13 years.
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Empathy. Approachable. Accountable. Sincere. Enthusiastic.
I have been a professional independent broker for 15 years serving 3 generations of clients. My previous careers in both agriculture and business have provided me with a strong foundation for my work as a life insurance and financial advisor. Being from a small town gives me a solid understanding of the needs of small town, rural communities.
I am passionate in my desire to help others and integrity is the hallmark of my popularity and success. Working as both a coach and a educator, and with the support of a capable/experienced team, I am able to ensure the utmost attention to you as a client. My mission statement is to set a new standard of service excellence in building lifetime relationships with an ever expanding client base.
I recognize the importance of communication in my business and my innate ability to listen helps me better understand the needs of my clients. As a result, I am able to recommend and implement the most appropriate solutions. My mission is to provide trustworthy, financial guidance to help clients from all walks of life accelerate their wealth while minimizing their risks. Although I specialize in working with farm families, business owners, and women I am equally as competent in all areas of financial guidance.
Both family and business needs evolve over the years and I will be there to help ensure maximum satisfaction. Integrity is important to me and I deliver what I promise and more to suite your ever changing needs.
Are your family and estate affairs in order in the event of an untimely death? Are you covered financially to take you through your extended years or in case of a sudden illness?
Let me work with you and your family, or team, to develop and deliver a customized plan to help you accomplish your goals and needs. Create a solid structure to help ensure effortless risk management and cost efficient transfer of assets from one generation to the next in a timely manner.
Life is a journey with many stops along the way. You may be running a business, raising a family or enjoying your golden years. Wherever you are on that road, let me help you create peace of mind and financial security so you can maintain the quality of life you enjoy. Together we can develop your whole plan, so that when life's events strike - everyone will be okay.
At your convenience!