“Courtney takes a long term approach. When we asked him for help in planning for our kids to be able to one day buy their own home, he built out a multi-year plan taking advantage of all the government programs including the First Home Savings Account. While it won’t be easy, we do believe that home ownership can now be a reality for our son and daughter”   Emma and John (Ottawa)

“Courtney is not your typical lender. Courtney goes beyond the numbers, factoring in ownership structure and tax considerations to align your mortgage with your broader financial objectives”  Melissa (Ottawa)

 

“I have a hard time getting answers from most of the professionals I deal with.  Mainly because I don’t know what questions to ask.  That’s where Courtney comes in.  He helps me to understand what we need to be asking and then ensures we get answers and get the planning in place”  Ray (Business Owner – Rural Eastern Ontario)