Assisted this client with consolidating debt to be held on a rental property. This strategy was used to offset income generated by the property, ensuring maximum income tax efficiency by lowering is gross annual income. Get in touch, to see if this works for you.
Helped these clients with a refinance of their mortgage, to access idle equity to be used for investment opportunities. If you have equity sitting in your property, that you could be leveraging for investment - let's talk!
Helped this client purchase a new home, with a detailed mortgage strategy the allowed for maximum flexibility to pay the mortgage out as quick as possible, while minimizing lender fees to do so. #yourbestinterest1st
Assisted this client with an end of term renewal. Helping clients get the right mortgage for the next stage of their requires careful analysis. Not properly matching your mortgage to your upcoming plans could cost you a lot of money, and limit your options.
Helped this client switch lenders mid term to get a better rate. The spread on variable is the best it's been in years, so if you have a variable rate now might be a good time to lock in a bigger spread. Reach out; lets chat to see if an early renewal is the right move for you.
Helped this client with a refinance of their condo, to buy out their co-owner and lower their monthly carrying cost for the property. Best strategy to meet your needs, that's what I aim to deliver with every client.
Recent Closings: Helped this client get a market best rate on his mortgage renewal. Don't blindly renew your mortgage, it's a great time to revisit your strategy. Reach out for a chat, I'm here to help you get the best out of your mortgage!