Licensed financial professional, high-vibin’ autoimmune warrior, best-selling author.
Management of your rental property
I essentially act as the Landlord for your RENTAL property.
Do you have - or want to buy - rental properties that you don't want to manage yourself? I offer this service! (Not for apartment buildings, sorry - I am only serving clients with residential family homes /duplexes at this time.)
Effective Management of your Rental Property
I have managed my own rental properties and understand what it takes to:
- advertise vacancies
- get great tenants
- perform regular upkeep
- document everything
- keep accurate records
- manage conflict effectively
- follow the Ontario Residential Tenancy Act & regulations
- evict when necessary, & in accordance with provincial regulations
Licensed Financial Services
Not happy with how slowly your money is growing? Want help with your finances? Need a mortgage?
I work from home as a licensed financial services advisor & financial educator, and I offer:
- financial education (for free!),
- mortgage referrals connecting you with great “A” and “B” lenders (mortgages can be done online),
- debt management & reconsolidations,
- investments (segregated funds - these have more benefits & safety than mutual funds & can be done inside your TFSA/RRSP/LIRA),
- income & asset protection,
- wealth management & growth strategies,
- tax-savings strategies that can save your loved ones from losing a significant portion of your estate’s value upon your passing,
- cash flow improvement strategies,
- and more.
My financial credentials:
Bachelor of Commerce degree (Royal Roads University, Victoria BC)
Financial Management 2-year Certificate Program (BC Comptroller General)
HLLQP license (financial services, investments & insurance) in multiple provinces
Real estate investor (Canada & Nicaragua)
Former mortgage specialist with one of the big banks
Former financial analyst with the provincial government