My Story

The Extended Version

I began my entrepreneurial career as a freelance artist (writer, composer, director, actor). Despite the fact you’ve probably never heard of me (which speaks to how not-so-famous I was) I managed to pay my bills for five wonderful crazy years.

Then I decided to try something new and I achieved my MBA (Rotman) majoring in portfolio investing and financial management. (Quite the departure from the arts, eh? I admit it’s odd,  but I guess I’m just a curious person with diverse interests.)

The next 25 years immersed me in the corporate media world (Globe and Mail, Rogers,  CBC, Reader’s Digest).  Working mainly in the advertising/marketing divisions, a major focus of my work was directed towards helping financial institutions (banks / credit unions)
connect with consumers via advertising. My work supported their products such as mortgage, investing, insurance; however, I specialized in mortgage and credit products.  I also mentored all sales teams regarding how to win more advertising business from financial institutions.

Regarding financial experience, I oversaw the finance division in the Toronto office for Reader’s Digest as well as took on many corporate fudiciary budget responsibilities at most other companies (forecasting, cost reduction, strategic budgeting). 

But the one thing I regretted about my corporate experience is how far removed I was from customers. Consumers. People. My neighbours. I wanted my professional work to help people and I wanted to be directly connected to the very people that I serviced.

So do the math – financial services experience + desire to connect with people who need help.

And here we are. Why do I want to be a Mortgage Agent?  My story is simple. Life is complicated (and sometimes brutally unfair). Shelter is one of the most important needs of life. I want to help people who have challenging situations that threaten their home. Everyone deserves a home. Everyone derserves a chance. They just need someone in their corner.