After 20 years of servicing our clients finances we have learned to customize our appointments to fit our client’s needs.
First time buyers have a special session on buying strategy to make sure you get off to the best start on your first large investment. Your purchase should maximize your financial growth from day one so you can truly meet your long term goals and still have fun. We emphasize the need for flexibility in your mortgage at the lowest rates available. We finance to anticipate what is going to happen in the next five years so you will be able to accommodate renovations if needed, maternity/ paternity leaves etc. Your success is our success.
If you are moving from a current home:
You are always best to get all your paper work for the sale of
your current home and the purchase of your new home in order
through your broker prior to even listing your home for sale.
We have spread sheets that are customized to insure your numbers
and all costs are covered. This accounting is vital as there is
nothing like finding your dream home and finding out you were
not aware of the penalties to break your mortgage and you come
up short on cash on closing. You also do not want to come close
to over extending your family budget.
Remember a happy home is most important!
