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.
Christopher started his career in financial services in 1993. Since that time, he has held various management responsibilities including overseeing receivables of over 80 million dollars and teams in excess of 125 employees.
His passion has always been ensuring his clients' financial security and well-being. He believes that what sets him apart as a Life Insurance Advisor is offering the best solutions possible. He adapts his approach to each one of his client's individual personal needs.
At home, Christopher is supported by his wife Natalie with a combined very active family of 7 children and 3 grandchildren!
Christopher is a former Second Lieutenant with the Canadian military who assisted with the Royal Canadian Army Cadets and was a reservist with the Essex and Kent Scottish Pipe and Drum band. As well as playing as a member of various competitive Scottish Pipe Bands, he is also a successful solo competitor, winning many awards including World and North American Champion.
Christopher is an accomplished public speaker who has been heard on the radio and has appeared on television. Most recently, he was a guest on "Making the most of your retirement" on Rogers television. He was voted Financial Planner of the year for London in 2017 by "Our London Reader's Choice".
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.
Don has over 10 years of experience in the financial industry. Don operates from the Newmarket Branch as a Mortgage Agent and Income Tax Advisor.
As a mortgage agent Don uses his knowledge and expertise to assist clients in achieving their financial goals based on their situations, wants, and needs. Don aids his customers in purchase of homes, refinancing, mortgage renewal and obtaining HELOC.
At tax season and year round, Don is always ready to assist his tax clients prepare and file their tax returns which include Personal, Rental and Small Business.
His patience and understanding results in the returning clients plus new referrals for his services and it's also what sets him apart from others in his field.
Mike is an experienced Chartered Professional Accountant, Certified General Accountant. Having accumulated 11 years of experience in the accounting and finance field.
Mike will assist you with your general accounting needs, including AR/AP, account reconciliation, and cash management.
Prepare your tax returns or year end to maximize profit and liaise with Auditors. Ensure compliance with all government agencies and ensure filings are done correctly and on time.