Dave has been practicing mortgage lending since 1989. He has acquired in-depth experiences in residential mortgage lending, private lending, insurance, and financial planning.Dave began his career in finance with one of Canada’s largest financial institutions via a fast-track management development option. His experiences in financial planning and residential mortgage lending were most recently followed by a departure to the Dominion Lending Centres brand in 2012.
Dave holds several professional accreditations including a Diploma in Financial Management and a Bachelor of Arts with a major in Business. His personal interests include fly fishing, aviation, and watching the Boston Red Sox win against the New York Yankees.
I love solving financial problems and even more, I find the greatest satisfaction in providing my clients with mortgage advice that is easy to understand.
How I do it?
Each of my clients has a unique story. My goal is to listen first, then identify strategies that will assist my clients in reaching their goals.
I apply a centralized underwriting process and recommend only the highest quality lenders, which saves my clients time and stress. Using a comprehensive strategic approach includes, wherever possible, the advice and knowledge of one or more of my professional partners.
From real estate to investment advice, estate planning to insurance, I have you covered!
- Purchasing your first home.
- Seniors' financing
- Purchasing an investment property
- Debt consolidation
- Commercial lending
Why I do it?
Mortgage lending is complex and often stressful for clients. For these reasons, I believe that my clients expect unbiased financial advice centred around strategies that increase cash flow and peace of mind.