Mortgage advice that puts you in control.
With 20+ years in banking across Accounts, Investments and Lending, I bring commercial-grade market access and negotiation skills to every client. I spent a decade at RBC in accounts and retail leadership, followed by 10 years at CIBC as an Investment Consultant and lending specialist — where I worked extensively on residential and commercial mortgages.
As a sales leader at both banks I consistently ranked among the top performers (Top 10% at RBC; Top 1% of Investment Consultants at CIBC). I hold a degree from UBC plus industry investment and mortgage certifications, and now specialise in self-employed and investor clients who need tailored, pragmatic mortgage solutions.
Tailored services for every borrower
First-time buyers
- Funding preparation
- Personal viability understanding
- Next step planning
- Skill-gap analysis
- Market research
- Idea testing & viability
Self-employed buyers
- Funding preparation
- Funding introductions
- Access to network
- Analytical guidance
- Go-to-market strategies
- Scale-up strategies
Overseas buyers
- Go-to-market strategies
- Scale-up strategies
- Partnership arrangements
- Customer value analytics
- Budgets / Financial projections
- Monetization strategies
We Offer a Full Scale of Services to Meet your Needs
Unique Service Combinations Lead to Faster, Better Results
Arranged competitive short-term finance to bridge settlement dates — gave the client time to sell without penalty.
