Featured Products.
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Full Mortgage Services
Purchase Financing, Refinancing, Renewals, ConsolidatingJeffrey M. Ley Agent License #M08000792 -
Personal Financial Coaching
Learn how to better manage your personal finances -
Wealth Building Services
Offered through many well known Canadian Investment Companies -
Income Protection
Offered through the most respected insurers in Canada
What We Do
Our success is attributed to our client solutions being built around our Industry leading Financial Goals Analysis.
The Financial Goals Analysis is a proprietary software program that was years in development with a significant investment of time and resources. It provides our clients with a simple easy to follow Financial Program offered exclusively through our Career Advisors.
The Financial Goals Analysis provides a clear and accurate analysis of your current financial situation and shows you a step by step plan. This can help you:
- Get out of debt years faster, potentially saving you thousands of dollars in interest and shaving years off your Mortgage and Debt payments.
- Set up proper saving plans for retirement, education and future goals
- Help you review your insurance needs including establishing proper coverage amounts and potentially lowering your costs significantly.