Trusted Advisor

To me it hasn’t seemed that long ago when if you had car trouble someone always had a guy who could fix it at his place. It didn’t matter if it was as simple as brakes or a complicated as major motor work, it was all possible in someone’s back yard. Now vehicles are so complicated it is in your best interest to trust the repairs to the experts at the dealerships or major garage networks.

The same can be said for your taxes. If you were self employed like I am you kept all your receipts in various shoe boxes and worked through them at the end of the year in the hopes that everything made sense. Now it is best to seek the expert advice of a competent tax specialist or accountant. Also no more shoe boxes, everything is tracked with state of the art online accounting software and filed electronically.

Also some times you think that you know the right thing to do but in hindsight you didn’t. Dealing with a trusted advisor or expert is in your long term best interest, whether it be for your car repair, taxes, financial planning or yes even your mortgage. There is more to consider when deciding on your mortgage than just the interest rate. You need to consider term, fixed or variable, amortization, pre payment privileges, post closing support or portability.

“From my experience, the best advisors help in three ways: encourage you to look at the problem or opportunity from multiple angles; help you balance the tug of the short-term with important long-term priorities; and ask the tough questions you need to know to reach the best solution.” Margo Georgiadis

Today I am thankful for the advice of experts for challenges that came up recently, for how much better I feel knowing I have competent people to help me and for the change of pace the weekend brings.

I look forward to hearing from you in regard to your mortgage needs.

Patrick

p.s- You can click on this link to start the process whenever you are ready. Schedule your meeting with me here.

p.s.s- I should tell you that I am licensed in Nova Scotia, Ontario(M18001555) & in British Columbia(BCFSA #504098).

p.s.s.s You can download my new mortgage app here