Are you a Financial Planner, Investment Advisor or Accountant?
At MoneySearch.ca, we work with financial service partners in Canada to offer their clients a seamless integration of investment and mortgage solutions. We act as a 'back office' for accountants (CA / CGA), investment advisers and certified financial planners (CFP / PFP) that don't have the ability to process mortgage applications or arrange mortgage financing.
Your Canadian investment client remains yours at all times. Guaranteed!
- Mortgage Refinance or Debt Consolidation Mortgage - Offer your clients the option of consolidating high interest debt into their mortgage, free up monthly cash flow by lowering their monthly payments and allow them to invest the savings with you and max out their RSP. Ensure that when your clients arrange a mortgage for purchase, renewal or refinance that they are getting the best deal for them by shopping all available mortgage lenders. You look after their investments and we look after the mortgage.
- Private Mortgages - Secure real estate. You tell us your client's preferred risk level and rate of return and we'll make it happen. All within your client's self directed RSP, tax free.
We can customize a partner solution for your firm and your clients.
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moneysearch.ca ®tel: 1-877-590-1961
fax: 1-866-871-8118
email: send message
CENTUM Discount MortgageCanada FSCO Lic# 10686
560 Parkside Drive
Kitchener Waterloo Ontario
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