Mortgage Refinancing

Review the purpose, costs and income documents before restructuring your mortgage.

Define What the Refinance Needs to Achieve

Discuss debt consolidation, access to equity, a change in payments or your next property decision. We will review how the proposed mortgage fits that purpose.

Review the Cost of Changing

Bring your current mortgage statement and terms. The review considers potential penalties, fees, payments and available equity so you can assess the impact of refinancing.

Review Business Income

If you are self-employed or incorporated, your income documents need a careful review. My CPA background helps me interpret salary, dividends and financial statements when assessing lender options.

Planning a renewal instead?

Expertise in Practice

Selected experiences shared by clients.

Google Review Excerpt

Beat the bank's renewal offer

“She was able to get much better rate than bank originally offered and made this whole process smooth and easy for us. Highly recommend her services.”

Zhanna

Read the Six Selected Reviews · Read My Google Reviews

Talk through your next mortgage decision.

Bring your goals and questions to a free consultation.

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