As a Kelowna Mortgage Broker, Independent Insurance and Investment Advisor, I am The Guy that can help you with all of your financial planning needs.
- I work for you, not the banks
- I shop the Market for you
- I make the process simple
- I am a Licensed Expert
- I can save you Thousands of $$$
- In most cases my services are free to you
My approach for years has been simple yet comprehensive. Whether it’s to invest; avoid any future crisis in the event of illness, disability, retirement, or death; or to find the best-structured mortgage deal for you, I will take care of your every need. My clients enjoy peace of mind knowing that one guy has been able to take care of all of their personal and financial affairs in a professional, cost efficient, and caring manner. My mission is to always provide a quality service that ecourages clients to come back in the future. Contact me today and let's start planning!