Are you a ﬁrst time home buyer? Purchasing a new principal residence? Or looking for an investment property, cottage or vacation home? Are you searching for a property for a child that is off to school? Or going through a divorce or separation and need a new home?
Want to switch to a lower rate? Are you interested in debt consolidation? Would you like to gain access to equity for investment or renovation? Are you experiencing a divorce/separation & want to figure out if you can stay in your home? Want to review your household cash flow?
Make sure your mortgage renewal works for you. Lenders know that a large number of borrowers will sign and return their renewal notice – the renewal rate is rarely the best rate available. This costs you. I will help you obtain the best rate and make the process simple!
Your goals are in sight with Caton cashflow insights.
Understanding cash flow and how you can make your money work for you is no easy thing for many people. Even if you have a handle on your cash flow, it can change based on life events. I can help you build a cash flow strategy based on my expertise and experience. We start with a simple review of monthly spending and a restructuring of funds allocation each month. The goal is to put a plan in place that fits your lifestyle and is easy to manage. Ultimately this provides a more solid foundation for the future and assists in meeting short and long term needs.
“You made it so easy”
“How did I feel when I got my mortgage? …absolutely amazing!!! Because you made it so easy and were on top of everything to make it all come together smoothly…thank you very much for all your help, you are very good at what you do and also very genuine and caring when it comes to your clients”
“Took care of absolutely everything”
“The best thing that could have happened to me by far was finding Lori Caton to be my mortgage broker. As a business owner, I was told by several people that it would be impossible for me to get a mortgage. Lori got me an incredible rate and her response times were really fast. She kept me informed at all times and took care of absolutely everything! I am happy and proud to recommend Lori for any of your mortgage needs.”
“First holiday in 34 years of marriage”
“After working with you on a new monthly cash flow plan, Joe and I had our first ever holiday alone in 34 years of marriage”
“You are who I want in my corner”
“You are who I want in my corner whenever I need a mortgage broker because you are efficient and you make things happen with minimal stress if at all. Thank you for all of your help.”
“Thank you for helping me stay in my home”
“Going through my separation was a scary and difficult time for me. I can’t thank you enough for helping me create a plan that allowed me to stay in my home with my children.”
“We couldn’t have done it without her”
“Lori did a great job finding us the perfect mortgage for our project! She was always available and made sure we explored all the options before making our final decision. We couldn’t have done it without her help and expertise!”
I would love an opportunity to meet with you and discuss how I can assist you in achieving your client’s financial freedom.
It’s a crowded and competitive marketplace. Your clients have high expectations and rightly so. A competitive advantage would help you build your client base and ensure your clients achieve their financial success and freedom. I am that competitive advantage. As a Mortgage Agent, I work closely with Financial Advisors to support their clients’ overall financial planning needs. These may include:
- overall cash flow to support a financial plan
- debt reduction strategies
- life stage planning
- financial coaching and goal setting
- supporting a retirement plan
Meet Lori: Mortgage Agent
I began my career in Business Intelligence with Telus, and later worked with CIBC and Virgin Mobile. I then joined Manulife Bank and quickly became a top performing Banking Consultant. Working hard, and smart, has brought me many years of success and a wealth of knowledge and experience. I made a decision to become a Mortgage Agent and joined Mortgage Intelligence because I was impressed with the strong full service support that would allow me to do even more for my clients.
One of the things clients’ consistently say is they value my ability to really listen to their needs, to ask the right questions, and then provide the solutions that work best for them. The Financial Advisors that refer me to their clients continue to do so trusting I will deliver outstanding service and value. I won’t settle for anything less. Nor should you.
Currently I service clients in the Oakville and surrounding areas. Based in Oakville, my family and I are active in the community. I volunteer as team manager for minor hockey so you may see me at the rink, out for a family bike ride, or out for a walk with our sweet Wheaten Terrier Keltie.
So reach out and let’s discover the best mortgage strategy and/or cash flow solutions for you. I look forward to meeting you!
Get in touch
Lori Caton, Mortgage Agent
I work with clients across Canada, based in Oakville, Ontario with a focus on the GTA / Golden Horseshoe Area.