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Choose the Appointment That Fits Your Needs Below

Whether you’re ready to move forward or just starting to explore your options, pick the meeting style that works best for you. Every conversation is focused on making the process easier, clearer, and tailored to your needs.

Choose an option below:

  • Mortgage Maturity / Renewal Call
  • Pre-Approval / New Purchase Consultation
  • Refinance / Equity Review
  • Lenders & Business Partners Meeting
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Mortgage Maturity / Renewal Call

Book a time to review your renewal options. We’ll compare your lender’s offer with the best available rates and products so you can make a confident decision.

📋 Helpful Items to Have Ready
  • ✅ Most recent mortgage statement
  • ✅ Current lender’s renewal offer (if received)
  • ✅ Proof of income (recent pay stubs or T4 / NOA if self-employed)
  • ✅ Government ID (for verification)
  • ✅ A sigh of relief — because we’ll make this easier than you think 😌
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Pre-Approval / New Purchase Consultation

Book a time to go over your home purchase plans. We’ll walk through your budget, lock in a rate, and get you pre-approved so you’re ready when the right home comes along.

📋 Helpful Items to Have Ready
  • ✅ Proof of income (recent pay stubs and a Letter of Employment or T1 / NOA if self-employed)
  • ✅ Proof of down payment (Bank accounts, investment statements, etc.)
  • ✅ Excitement for the journey 🎉
  • ✅ Government ID (for verification)