Working for you, not the Banks
Markets Served: Ajax, Bowmanville, Markham, Oshawa, Pickering, Port Perry, Scarborough, Toronto, WhitbyMy philosophy is simple….”Knowledge and the application of it is the vital ingredient in any negotiation.”. My past experiences of lending for both Royal Bank as a personal banker and CIBC as a Senior Financial Advisor gives you all the power and knowledge necessary to keep your money where it belongs. The unknowns of the over 20 lending institutions are now revealed as I seek to secure the lowest rates.
Throughout my career educating my clients has been of paramount importance in the negotiation and the selection of a mortgage product. I currently hold the Certified Financial Planner designation and also a B.A from Carleton Unversity. I feel that to make a sound and sophisticated financial decision, one must have the expertise to understand and interpret a clients total financial situation pertaining to areas such as savings, cash flow, insurance to name a few. Holding the Canadian Investment Managers designation and having completed level 1in the Chartered Financial Analyst Program gives me the powerful ability of understanding interest rates and the economic and market forces that can change them and therefore effect you and your family.
The integrity, dedication, and quality of the services that I render, instill the peace of mind that all of my clients deserve. I look forward to meeting you.