SERVICES
Investments, Commercial & Private
MORE THAN JUST AN INVESTMENT
If you’re an investor looking to optimize your real estate investment portfolio, a business owner looking to secure commercial financing, or are interested in obtaining or investing in a private mortgage, I’m here to unlock the flexibility of your options.
SETTING UP/IMPROVING REAL ESTATE INVESTMENT PORTFOLIO
Individual strategic planning is crucial to the successful acquisition and growth of an investment/rental portfolio. Together we will look at lenders best suited to your vision, how to structure your portfolio to maximize growth and optimize future acquisitions. I will leverage my accounting network to assist with tax planning and filing. To ensure an effective wealth creation strategy, I will draw from my experience as a seasoned real estate investor.
I can’t wait to help you build a successful portfolio.
COMMERCIAL MORTGAGES
The span of commercial lenders is as varied as the type of property being financed. Banks tend to favour larger ($1M+) transactions, while mono-line and credit union lenders operate in the smaller space.
I strive for a true collaboration that goes beyond a transaction; I will learn about your business so I can best tailor a commercial mortgage to your needs. Collaborative and comprehensive tailoring is the only way to mortgage!
PRIVATE LOANS
As a full-service mortgage broker, I am licensed to represent both a private investor as well as a private borrower.
Interested in lending? I have supported many lenders, providing them with fair and equitable returns, as well as brokered fair and equitable rates for the borrower.
I believe in fair transactions, as private financing is meant as a short-term solution to a financing issue.
Ongoing support is a non-negotiable, in ensuring a clear and concise path for all contingencies.
I will also leverage legal counsel and advice before extending any private loan to ensure FULL DISCLOSURE and understanding is achieved.
UNPARALLELED SERVICE
“His service and knowledge of the housing market is second to none.”
“I have used Warren for all my property purposes. His service and knowledge of the housing market is second to none. He takes all the stress out of home buying and can direct you to the proper channels to ensure service and expectations are met. I would not hesitate to recommend him to anyone.”
– Gary Marsh
THE PROCESS
Finding solutions that align with your personal growth and financial goals.
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Start by booking your 30-minute consultation.
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When we chat, we’ll discuss your needs, application process, and answer any questions you have.
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I will outline next steps, and guide you from there.
