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Advice
Advice

Enhancing Retirement Comfort: The CHIP Reverse Mortgage Solution for Home Renovations

For many Canadians, retirement signifies a shift towards spending more time at home, cherishing the space filled with memories. The desire to live a comfortable quality of life in retirement has driven a surge in home renovations. While renovating a home can be an exciting project, it often comes with a considerable price tag. For […]
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  • Posted by ajoshi
  • On October 23, 2023
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Advice

Are you the right advisor for your client?

Without a doubt, the most frequently asked question I get is: “How do I find the right advisor for me?”. That can be tough to answer because we are all different, with varying financial needs and levels of expertise. But here is what I know for sure: I want to work with someone who understands […]
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  • Posted by ajoshi
  • On September 21, 2023
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Helping your clients fund their grandchild’s education

There is so much grandparents want to pass along to their grandchildren. There are the foundational pieces in life, such as love, respect, and kindness. And while we all know these attributes can’t be bought, they are an important part of many parents and grandparents’ legacies. All grandparents want to give our grandchildren the world, […]
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  • Posted by ajoshi
  • On September 15, 2023
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Uncover new opportunities to grow your business: CHIP Open makes bridge financing easy

In a softer real estate market, savvy brokers will need to expand their product offerings to meet clients’ short-term and longer-term needs. Diversifying your lending portfolio with a broader suite of solutions can help you solve client pain points and uncover opportunities to grow your business. For instance, you may have clients aged 55+ who […]
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  • Posted by ajoshi
  • On August 8, 2023
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Help Your Clients Access the Equity in Their Home to Leave a Legacy

Over the years, I have had the opportunity to speak to many people about their financial and estate plans. It is rarely an easy conversation, but it is often a necessary one. One of my observations is that estate planning is so much more than simply identifying executors and passing down wealth to future generations […]
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  • Posted by ajoshi
  • On June 29, 2023
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Helping Your Clients Stay in the Home They Love in Their Golden Years

As the boomers age, the urgency has increased around developing a plan to fund retirement. There is tremendous fear and concern that they could outlive their money. In fact, some believe they will never be able to retire, while others have given up the notion altogether. This unease has always existed; however, there is a […]
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  • Posted by ajoshi
  • On May 18, 2023
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