Book Your Free Strategy Call
This is a free commercial and investment mortgage consultation — not a high-pressure sales pitch. We map lender options, structure, and next steps so you can apply with confidence.
Licensed under Mortgage Architects (license 12728). $2B+ financed. Verified Google reviews below.
Who this call is for
- Investors buying or refinancing rentals, multifamily, or commercial property
- Sponsors exploring CMHC MLI Select/Standard or ACLP construction takeout
- Canadians financing US or Mexico property
- Borrowers comparing bank vs broker options before applying
Typical 30-minute agenda
- Your goals, timeline, and property or portfolio context
- Program fit: DSCR, conventional investment, CMHC, bridge/flip, or cross-border
- Document gaps and pre-approval readiness
- Clear next steps — including apply online when the file is ready
Prep (optional but helpful)
- Property address or purchase agreement if you have one
- Rough income, rent roll, or entity ownership notes
- Questions on rates, leverage, or approval timeline
Outcomes
You leave with a financing roadmap. Many clients then complete our secure online application; others schedule follow-ups for CMHC or construction packages.
Book Your Free Strategy Call
4.8/5 · 116 Google reviews
FAQ
Booking Questions
Common questions about our strategy calls and booking process.
General
Yes, our initial strategy call is 100% free with no obligation. We want to understand your goals and see if we're the right fit to help you scale your portfolio.
You'll be speaking with one of our experienced mortgage strategists who specializes in real estate investment. They'll take the time to understand your current situation and help you map out a path toward your long-term goals.
After the call, you'll receive a clear roadmap or a next-steps plan tailored to your goals. Whether that involves getting pre-approved for a specific deal or restructuring your current portfolio, we'll guide you through the process.
If you have a specific property in mind, have the details ready. Otherwise, just bring your questions and a general idea of your investment goals.
We understand that schedules change. You'll receive a confirmation email with a link that allows you to easily reschedule or cancel your call if something comes up.
No, the roadmap and initial advice are completely free. We view the strategy call as the start of a relationship, and we're happy to provide value upfront to help you make informed decisions.
Yes! When booking, you can specify if you're looking for financing in Canada, the US, or Mexico. We have dedicated experts for each region who can discuss local market requirements and cross-border structures.
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