David Docksteader

President, Mortgage Broker | MBI

Pledge to our Clients

We will get you the best interest rate and most flexible mortgage product available across the market tailored for your unique circumstances.

You are our client – not the banks and lenders. We negotiate with them for you!

Our focus is to ensure you get the best result for YOU, now and in the long term. We’ve been doing that for over 15 years and my Team follows a tested and proven approach. Here are the 5 key reasons our clients always return to us when their mortgage matures.

What Our Clients Say

Our Beginnings

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My background in integrated financial planning with strategic efficiencies for incorporated executives and small business owners that began in 2001, hence my company name FI-NEX

My background in integrated financial planning including insurance licensing and 20 years of previous experience in retail and corporate finance motivated me to provide needed solutions for incorporated professionals and small business owners requiring affordable lending in 2001.

Through strategic alliances, including becoming licensed in both mortgage brokering and real estate in 2006, I established a boutique mortgage brokerage, eventually aligning with a national network of brokerages in 2010. I’ve maintained a successful referral-based mortgage brokerage office in Kelowna supported by a wonderful group of young innovative mortgage brokers serving all of British Columbia.

I’ve also proudly expanded my business into Ontario thanks to long-standing relationships built with friends in the mortgage industry and clients who have family members and associates in the province. They can now be even better served through my team’s presence in Ontario.

My team is passionate about providing mortgage solutions and results that expand beyond your expectations. We cater our business to meet the needs of a broad range of borrowers – from first-time homebuyers and entrepreneurs/proprietors to incorporated professionals and sophisticated real estate investors.

Our Approach

We use integrated mortgage planning strategies to ensure our clients not only obtain the best available rates but also the most flexible products that will effectively serve them over time.

Five Key Reasons to Choose Us for All Your Mortgage Needs:

i.

Choice

With access to multiple products through dozens of lenders, including banks, trust companies and credit unions, as well as alternative and private funders, we have the mortgage to meet your ever-changing needs.

ii.

Flexibility

We’re able to get more mortgages funded. Whether you’re self-employed, experiencing credit issues, new to Canada or looking to invest in real estate, we can help. We’ve partnered with a variety of lenders that offer specialty products addressing all these scenarios and more.

iii.

Negotiation

We negotiate on behalf of borrowers daily, so we know how to find the mortgage product and rate that best fits your unique needs. Whether you’re purchasing your very first property, or your fifth property, refinancing or renewing an existing mortgage, it’s important to have us in your corner right from the start.

iv.

Reliability

Mortgage requirements, qualification rules, interest rates and products change quickly, so it’s always helpful to have a professional on your side who stays up-to-date and can best advise you on offerings that match your specific needs at any given time.

v.

Relationships

We’re here for you throughout your time as a mortgage holder. Whenever your lifestyle changes – and it will – we can help adapt your mortgage to your needs and keep you on track to becoming mortgage free as quickly as possible.

Our Affiliations

Affiliated with Paragon Mortgage in Western Canada and MortgagePal in the East.
Part OF VERICO Mortgage Broker Network, Member of IMBA, MBABC, and MPC.