Would you like to own your first rental property but don’t know exactly where to start? Not sure if you can afford it? Not sure if it should be a condo, townhouse, duplex? Not sure of how to analyze the numbers?
This is different … Why would a financial planner help me purchase real estate?
I always felt there was something seriously lacking in the planning world when most wealth was created with real estate, yet planners hardly ever focused on this important asset class.
I am a Certified Financial Planner and Mortgage Agent working in the Durham Region.
And I want my clients to own rental properties and real estate investments. Cause I know that those that do need mortgages (which I offer) and have more money for life insurance, cash flow investments, RSPs etc.
As the owner of 6 properties myself I am able to share valuable information to analyze and fund a purchase of your first rental property. Or if you prefer not to be a landlord, I offer real estate funds that pool various properties so that you can participate in both rental income and capital appreciation.
Like many of you, I felt like I was doing all the right things … owning a home .. paying down a mortgage … buying life insurance … contributing to my rsp … but never quite getting ahead. I knew I had to do something different, something to ensure my financial future myself … not relying on my employer or the government.
I was 35 before I owned my first home. And by 55, together with my husband we own a home, a cottage, and 12 rental properties … even with going through 2 job losses. And I guess what that means is I have been there and done that … I have walked the walk.
