What we do

What does a mortgage broker do?

The role of an AMF-supervised mortgage broker working with Mortgage Planners consists of:

Analyzing your financial situation to assess your ability to borrow for a mortgage.
Understanding your situation (family, work, etc.) and your needs to find the mortgage loan to suit your needs.
Negotiating the best conditions for your mortgage (rate, penalty, flexibility, etc.)
Providing guidance to optimize your finances.
- Example 1) Explaining all aspects of the HBP program
- Example 2) Explaining and preparing the cash damming "Smith Manoeuvre" to deduct interest from your mortgage
- Example 3) Recommending accountants or tax specialists to maximize your deductions
- Example 4) Recommending the right people for your retirement goals
- Example 5) Establishing your budget with you

Find out why our services are free

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Our Tip of the week, and/or
Our Monthly summary of our tips, and/or
2-4 emails a year on major changes in the field, and/or
Renewal; 3 emails 8 months, 6 months, 3 months before the end of your mortgage loan, and/or
Tips and tricks for buyers; sequence of 24 emails over 24 weeks

In addition to receiving the information, you will have access to our calculators, our rates and our contact information.

Let us orchestrate the details of your mortgage!