A mortgage planner is a mortgage professional that not only arranges a mortgage loan on behalf of his or her clients, but also takes into consideration the client’s short- and long-term financial goals. Other things that mortgage planners can assist clients with are credit optimization, real estate portfolio planning and debt reduction.
Here at First Foundation, our Edmonton mortgage planners are Licensed Mortgage Brokers, and we don’t personally aid our clients with their financial goals. Instead, we refer them to Licensed Financial Advisors, who are better qualified to aid our clients with their money matters (from anything to retirement plans to life insurance). First Foundation works closely with these Licensed Financial Advisors, so the client always receives the best service possible.
If you’re interested in speaking to one of our Licensed Mortgage Brokers or one of the Licensed Financial Advisors we work with, please contact us today.