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.