Let me tell you personally where it all began ~ Tracey
I was with Coutts & Co, more famously known in the UK as the Queen’s Wealth Managers, for over 25 years. We very openly banked the Royal Family along with other rich and famous. This honestly taught me how every client should be treated like Royalty and not only where today’s slogan comes from but also the work ethic I have taken into my Business and indeed instilled in my Son.
My background during that time was Licensed Mortgage Specialist and Certified Financial Planner. While I didn’t bring that latter designation here to Canada, I certainly brought big picture thinking and I am a huge believer in the holistic approach to financing.
I moved to Canada in 2013 to continue my Mortgage Broker role and truly never expected to love it as much as I do! And thus began my family’s new life in Canada where we have since become Canadian Citizens and fallen in love with Penticton, BC, the place we call home.
Since starting here as a Mortgage Broker and working alone, my Business has grown exponentially and beyond all I could have imagined. Late 2021, we moved as a “Team” to our new location in the Riverside Village and we have created a BRAND NEW 12 Step Client Journey. We have introduced a tech-based back office process to ensure that not only can WE be more efficient but we can deliver that to YOU in a manner that we could not have developed without living and learning over the years. We recognized that you know far more about your Pizza Tracker than your Mortgage Application and we aim to change that!
We pride ourselves in Education and we want you to feel that you are not only fully informed every step of the way but also for the life of your Mortgage. We are here to provide that long standing Client Journey and relationship.
We are the first and only Brokerage in the South Okanagan to adopt a TEAM approach to take care of you. Where our WHOLE Team’s approach is all about YOU. All of us working on YOUR Mortgage Financing at any given time, not just a Broker/Assistant style of contact, but where we are all here to help YOU.
This amazing TEAM is ready and willing to help with two Licenced Mortgage Brokers in Tracey Robinson and Scott Robinson; Sasha Clements our Director of Client Care; Aislinn Pardell our Administrative Assistant and Paul Robinson our General Manager.
We strive to ‘Treat you like Royalty!’
We have used Tracey again July 2018, which speaks volumes, as we only go back to people who give fantastic service! Tracey is very professional mortgage broker with many years experience! I have no doubt in recommending Tracey to anyone wanting to get a mortgage!
I had a more difficult mortgage to deal with and Tracey was amazing and kept me on track so I didn’t panic. She was able to get me lower rates than the big banks were offering and made my payments for both houses manageable. I highly recommend her.