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As a certified financial planner, CFP and a mortgage agent, I provide my clients with the most suitable mortgage for their principle residence or investment property . I realize that a family’s home is the biggest purchase and a mortgage can be the biggest liability that a family might incur! I can provide you with the best rates and also make it work within your entire financial plan and future financial goals . We partner with over 40 of Canada's lenders to provide an unbiased recommendation. During our meeting, we can take a snap shot of your current financial picture and make the required adjustments to make sure you are comfortable when taking on a mortgage. We can consider your current financial needs, as well as your future needs, such as children, grandchildren, traveling, and, of course, your retirement and estate planning. The convenience of having a CFP work for you, is the 'one shop stop' for all your financial needs. With eight years of knowledge and experience in investment planning, retirement planning, tax planning and estate planning ; I will provide you with a free financial review and help make the right decision for you and your family. Knowledge equals power!
Buying or Selling? Contact me: Terry Longhorn, Broker, Details Realty Inc. 613-686-6336, ext 6207
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