As professional financial and mortgage advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement or managing your portfolio wisely, we have the experience and resources to meet your needs.
Chan has over fifteen years of knowledge and expertise in Mortgage, Debt elimination strategies, Wealth Management, Asset allocation, Credit analysis, Investment, Retirement, Income tax planning and Estate planning.
What differentiates Chan from other mortgage Agents is his ability to draw on his debt management of experience in the financial industry to accurately capture the client's current financial status/picture and implement the appropriate action plan according to the client's mortgage needs.
On an ongoing basis, Chan monitors client's liabilities and identifies the best mortgage opportunities based on market conditions. His overall goal is to lower the borrowing cost over the time and eliminate the mortgage debt.
Our clients' success is the only true measure of our success.
Chantel has over 10 years of office operation and management experience.
As a Director of Operations, Chantel has established the framework for Business activities including daily administrations, communications, correspondence and overall office management.
Anna is a Mortgage Agent and holds her RIMIC license. Anna ensures that our clients, whether purchasing, renewing or refinancing their mortgage, receives the best mortgage plan that suits their financial needs.
In addition, Anna is our Administrative Assistant. Anna is the first smiling face you see when you walk into our office and assists with our day-to-day office procedures.
Elisha is a Life Insurance Advisor and holds her Life Licensing Qualification Program designation. Elisha is able to review your current personal and group life, accident and sickness benefits needs and provide detailed and competitive solutions tailored to our client’s specific, financial needs.
In addition, Elisha is our Office Processing Manager. On a daily basis, Elisha, oversees the transfers and backend procedures for our client’s investment portfolios.
Amy has been in the insurance industry for over 20 years as a Registered Insurance Broker. Amy reviews your home, automobile and commercial insurance needs and provides competitive rates with comparative coverage.
In addition, Amy assists with the day to day processing of mortgages and other functions required within the office.