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Skills

  • Financial Analysis
  • Customer Service
  • Mortgage Consulting
  • Credit Analysis
  • Financial Consulting
  • Financial Services
  • Insurance Consulting
  • Life Insurance
  • Loan Processing
  • Mortgage Advisory
  • Mortgage Underwriting
  • Wealth Management
  • Financial Planning
  • Loan Consulting
  • Loan Origination

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Services

  • Credit & Mortgage Readiness Review

    $25/hr Starting at $25 Ongoing

    Dedicated Resource

    Buying a home, refinancing, or taking out equity starts with understanding your current financial standing. I will review your credit, income, debts, and overall mortgage readiness and provide a clear...

    Credit AnalysisFinancial AnalysisFinancial PlanningFinancial ServicesLoan Origination

  • Reverse Mortgage Consultation

    $25/hr Starting at $25 Ongoing

    Dedicated Resource

    A Reverse Mortgage can be a powerful financial tool for Canadians aged 55+, but it must be understood correctly. With over 20 years of experience in the financial industry, I provide clear and unbiased...

    Customer ServiceFinancial AnalysisFinancial ConsultingLoan ConsultingMortgage Advisory

  • Equity Take-Out Strategy Session

    $25/hr Starting at $25 Ongoing

    Dedicated Resource

    Accessing the equity in your home you can do a debt consolidation, renovations, investments, or financial emergencies — but choosing the right strategy is critical. With over 20 years of experience in...

    Credit AnalysisCustomer ServiceFinancial AnalysisFinancial ConsultingLoan Processing

  • Insurance Awareness Session

    $25/hr Starting at $25 Ongoing

    Dedicated Resource

    Understanding life insurance is the foundation of financial security — but most people are unsure which type is right for them. In this session, I provide a clear, unbiased explanation of your options...

    Customer ServiceFinancial AnalysisInsurance ConsultingLife InsuranceWealth Management

  • Whole Life Policy Strategy Session

    $25/hr Starting at $25 Ongoing

    Dedicated Resource

    Whole Life Insurance can be one of the most valuable financial assets when structured properly. In this strategy session, I provide professional guidance on how to design, maximize, and understand Whole...

    Customer ServiceFinancial AnalysisFinancial ServicesInsurance ConsultingLife Insurance

About

"Mortgage & Insurance Expert | Reverse Mortgage, Equity take-out, Whole Life Insurance Strategies"

I am a licensed Life Insurance and Mortgage Agent, Level 2 with over 20 years of experience helping Canadians achieve financial security and long term wealth.

I specialize in:

- Mortgage planning, pre-qualification, refinancing, and equity take-out strategies
- Reverse mortgages for homeowners 55 yrs old and above
- Life insurance solutions including term, whole life, critical illness, disability insurance and wealth building strategies
- Financial needs analysis to help clients make informed decisions

My approach is simple: educate first, provide options, and guide clients towards the best solutions for their unique situation. I offer professional, friendly, and transparent consultations designed to create peace of mind and long-term financial security.

Work Terms

- All consultations are conducted via secure Zoom or phone
- Client information is kept strictly confidential
- Service deliverables (PDF summary, plan, or report) are provided within 24 - 48 hours after submission of required documents
- Any follow-up or additional consultation is available at an agreed-upon rate
- Payment must be completed through Guru.com before consultation begins

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