647.505.5677
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Funds Managed Portfolios

We are able to manage investment portfolios for our clients. Whether you feel you are lacking the time, expertise or inclination to engage in active management of your portfolio, we’re able to integrate our support or handle everything completely.

If you’re looking to maximize the value from your investment fees, welcoming professional management is an efficient way to do so.

If you’ve ever had trouble tracking your various investments, or simply want the peace of mind that comes with having experts manage investments on your behalf, contact us. We will set up a no obligation meeting to discuss your options.

Find out how we can help!  

 

$750,000

Refinanced a 2nd mortgage for a commercial building located in Kitchener Ontario up to 65% LTV

$1,500,000

Financed a purchase for a 1st mortgage for a high-end medical office located in Richmond Hill Ontario up to 68% LTV

$4,656,000

Financed an inventory purchase for 1st mortgage on a large commercial building located in Richmond Hill Ontario up to 64% LTV

$11,600,000

Financed a purchase for a 1st mortgage on a prestigious residential home located on Bridal path, an upscale neighbourhood of Toronto Ontario

$810,000

Refinanced for a 2nd mortgage on a unique residential home located in Toronto Ontario up to 70% LTV

$1,700,000

Refinanced for a 2nd mortgage on a beautiful cottage home located in Port Severn Ontario up to 80% LTV

$6,300,000

Refinanced a 2nd mortgage for a unit from The Four Seasons Hotel located on Yorkville Avenue in the Heart of Downtown Toronto up to 59% LTV

$640,000

Refinanced a 2nd mortgage for a bridge loan on a residential home located in Whitby Ontario up to 67% LTV

$6,300,000

Financed a purchase for a 1st mortgage for a large KIA car dealership located in Markham Ontario up to 66%

$825,000

Refinanced for a 2nd mortgage on a new residential home located in Maple Ontario up to 80% LTV

$330,500

Financed for a 1st mortgage on a residential home located in Clarington Ontario up to 33% LTV

$2,500,000

Refinanced a 2nd mortgage for a construction loan on a residential home located in Toronto Ontario up to 49% LTV

$515,000

Refinanced a 2nd mortgage for a large commercial plaza located in Orangeville Ontario up to 72% LTV

$982,500

Financed a purchase for a 1st mortgage on a high-end Toronto luxury condominium – Shangri-La

$2,600,000

Financed a purchase for a 2nd mortgage for a large land development property located in Newmarket Ontario up to 73% LTV

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What we can do for you

  • Assess Your Investment Needs
  • Find The Right Plan For You
  • Offer You Secure Returns
  • Get You The Best Rates
  • Provide Home Financing
Testimonials
  • I just want to thank you for hooking me up with a comprehensive and affordable quote for my mortgage. You have made it very easy for me to make a decision and save thousands of dollars on low-rate mortgages.

    Linda K., Toronto, Ontario
  • Thank you so much for helping me and my family. You did something no one else could - found me a rate that was optimal to my employment status. I never knew that comparing mortgage rates was this easy!

    Paul T., Richmond Hill, Ontario
  • I was impressed at how quickly my pre-approval went through. The level of service and rate info was outstanding, much better than dealing with a bank directly.

    Alex, Vaughan, Ontario
  • My wife and I would like to personally thank you for the great service you and your company has provided us with regards to our mortgage needs. We previously signed up with big bank insurance company for many, many years.

    Eugene and Ann L., Thornhill, Ontario
  • I am so grateful to you guys. I just cannot thank you enough for the job you did on my mortgage. I am not sure how you did it but the interest rate you got me is even better than my bank offered me. Excellent job!

    Mrs. Svetlana K., North York, Ontario
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