Mortgage Managed Program Update

The evolution of the Managed Mortgage Program has expanded well beyond traditional mortgages. It now encompasses:

1. Mapping out your corporate, mortgage, and real estate structures.
2. Creating a to-do list to address and optimize all aspects.
3. Meeting with my accountant to finalize the details. Our structure will achieve 90% optimization; my accountant reach the full 100%.
4. Project your net worth against all your assets up to age 100. Key metrics will indicate your retirement timeline and tax liabilities under an optimized structure.
5. Securing access to BMO's private banking for optimal lending options.  Key point is using Net Income from corporations to qualify and to buy rental properties in holding companies.  This maximizes lending and minimizes taxes. 
6. Detailing your residential mortgages through lender analysis to understand the banks' qualification math, enabling strategic planning for future acquisitions.

Optimizing your financial structure can significantly increase your net worth. On average, by millions and for some 10's of millions. 

This service targets clients who:
1. Operate a company.
2. Invest in property.

Video to watch:
https://www.youtube.com/watch?v=RBR4_ZiL8wk&t=2s