Donald ( Don ) Rea Don Rea Mortgage Broker

Tel: 519-291-2600
Fax: 519-291-1178
Email: Don@MoneySearch.ca
Mail To: 5917 Line 87
Listowel, Ontario
N4W 3G8

Longitude & Latitude: 43n44, 80w57
Perth County, Canada







IMBA Member

Professional Expertise

Licensed Level II in Life Insurance, member of Independent Financial Brokers of Canada for past 9 years. Licensed in Mutual Fund sales, and fully trained in mortgages and loans. Actively involved in “coaching” small business principals in the proper use of mortgages, loans, leases and various forms of borrowing with a focus to having the client understand the differences between them and their costs or benefits.

Similar approach to various investment and insurance products available in the marketplace, to ensure client has a thorough understanding of the differences between guaranteed and high-risk investments, and the proper use and application of life insurance policies.

The key question is this: WHAT are you trying to do, protect an asset, or create one?

Close affiliation with tax and legal experts is an important part of the process.

Financial Philosophy

There is not much point in accumulating a vast array of assets (an estate) if the individual does not have a firm understanding of what that estate actually consists of, what they intend to do with that estate, and what steps are necessary to put their intentions into a plan of action.

If it is the individuals’ intention to enrich the government(s) with the proceeds from their estate, that is well and good. If, however, it is the individuals’ intention to aid family members, organizations, charities, etc., then there is some definite planning that must be discussed, with a knowledgeable team of professionals, and executed in a timely manner.