Thank you for considering my mortgage planning services, where objective advice and great rates are just the beginning.    I have been in the financial business for over 30 years.  My accounting firm, Wheeler Accounting located in Toronto, serviced over 2000 clients.   Those services included bookkeeping, budget planning and preparation of financials statements and personal tax returns.   Since moving to B.C., for the past 20 years, as an accredited Real Estate Sales Agent, I have been helping my clients buy and sell real estate.  In 2003 I formed my own sales and property management company, Westwynd Realty, and continue to operate this firm as its Managing Broker.

 Whether you are buying or selling real estate, or refinancing your existing mortgage, I feel that my diverse background in real estate gives me the experience to assist you in making the right choice for you and your family.   As an accredited Property Manager, I also look at the rate of return on rental revenue in order to advise you on the best approach to financing your real estate investment portfolio.

 With over 50 financial institutions to chose from, I  have access to all major banks, credit unions, trust companies and other national and regional lenders.  My goal is to find the right mortgage that will not only fit your lifestyle, but will assist you in planning for the future.

 My services to you are free.  The lender we choose together, will pay the compensation for these services and only when your new mortgage is funded.

 As your Mortgage Planner, I look forward to working with you on designing a mortgage that makes sense to you.