As a financial educator and mortgage and insurance agent, I have curated a distinctive skillset based on my combined 10 years helping clients achieve their unique objectives. I devote myself to helping others find financial freedom through various personalized financial services. My broad yet extensive background has allowed me to offer valuable services in both general and niche areas to English and Spanish speaking clientele.
I am honored to hear feedback from past and current clients that further showcase my compassion and dedication to understanding specific needs to achieve specific goals.
My financial services also encompass career support for those interested in joining the financial field, where I help them to obtain the licenses they need while receiving one-on-one training with me. I plan to further establish myself by helping more clients in their short-term or long-term financial endeavors, whatever that may look like for them. Whether it be financial services for help to reach that next milestone, plan for retirement, buy your first home, or anything in between, I am here to help people expand their financial abilities through specialized tactics, expert techniques, and proven strategies.
I currently serve clients across Ontario, Canada, and plan to expand my license to serve additional provinces in the future. My present specialties fall under personal mortgage planning, financial services, career readiness, and accompanying financial support services.
You need to have at least 5% downpayment if you are a First Time Home Buyer, and 1% to 2% for the closing cost. It's good to meet with me before going with a realtor to explore your options and get you a pre-approval.
There are many options to help you. If you have more than 80% equity in your home you could qualify for a line of credit. Contact me to discuss your options.