As Professional Mortgage Consultants, we can get you the best mortgage rates.

Partnering with Mortgage Intelligence, the largest and most sophisticated mortgage brokerage company in Canada, we have an edge in terms of analyzing your current and anticipated needs, to aggressively negotiate the best mortgage rates with features and flexibility suited to your individual requirements. We shop for the best mortgage plan with a variety of major financial institutions to get the last eight percent of even the lowest rate available.

Whether you are thinking of a

• First Home
• Second Mortgage
• Pre-approved Mortgage
• Mortgage Renewal
• Mortgage Restructuring
• Mortgage Refinancing

We can certainly help make the whole process stress-free for you. In addition we will provide Expert Advice in the form of:

• Annual consultation on your mortgage needs
• Updates of quarterly information on mortgage interest rates
• Your renewal strategy
• A range of financial services suited to your special needs

The best part is all this service comes to you free because the lenders that you decide to do business will compensate us.

Partnering with World Source Financial Management, we are able to give you the best advice on Mutual Funds, RESPs, RRSPs, Portfolio Management, Wealth Management & Tax Reduction.

The win-win Partnership...

As Certified Financial Planners, we utilize a comprehensive investment management consulting process to develop financial and business solutions that spell success right from the word go. We provide you with an exclusive combination of independent financial planning, insurance services and exclusive managed-money products.

We assist in you every financial stage of your lives in achieving your financial objectives with a proactively managed portfolio with Unbiased, Independent Advice.

We keep a constant watch on the market to assist you in achieving your financial goals with ongoing, tax-smart advice/monitoring about the right mix of stocks, funds and or / bonds.

Moreover, your portfolio statement is given to you on a monthly/fortnightly/weekly basis as required by you.

Our 6 point approach

• Clarify your current situation
• Identify your financial and personal goals
• Identify financial challenges/problems
• Tailor-make solutions suited to your special requirements
• Implement the financial solution that's right only for you
• Fine-tune your portfolio with constant monitoring, review and revision.

So, Whether it's

• Mutual Funds, GICs, Term Deposits
• RRSPs, RRIFs, RESPs
• Estate & Tax Planning
• Retirement Planning