Anthony (Tony) Roberts, AMP
Mortgage Specialist
Tony has more than twenty years of experience in the financial sector, focused primarily on residential and commercial mortgage financing for both conventional and alternative solutions.
His experience holding senior positions at companies such as Household Finance Corporation, TD Canada Trust and Wells Fargo has allowed him to cultivate a vast network of connections in the broker community as well as in the lending community nationwide. This provides him the luxury of being able to speak directly to the decision makers and their supervisors if necessary to negotiate better terms for his mortgage clients.
Further, Tony is one of the developers of proprietary database software that allows him to quickly filter a client's information to determine which lenders from across the country will consider a particular deal based on their lending policies and criteria. This ensures that all available avenues are explored for the client and dramatically increases the chances of a positive result while expediting the process and providing the right solution quicker.
A mortgage transaction is often the largest and most critical financial endeavour that people will undertake. To achieve the best result, it requires knowledge, professionalism and attention to detail. There is much more to consider than just the rate. Each client needs to be made aware of the full details and ramifications of the transaction so they can be assured that it meets with their tolerance financially and from a personal suitability standpoint.
Obviously, each transaction deserves the utmost in personal attention. Although Tony handles more than a hundred mortgage transactions throughout the year, while you are working with him, your deal is his primary concern.
Peter Majthenyi, AMP, B. Econ.
Mortgage Planner
Peter Majthenyi is recognized as one of Canada's top Mortgage Planners. Based in Toronto, Peter has spent the past 20 years helping over 15,000 homeowners with their mortgage financing needs. He's been finding the best mortgage value for years – through all kinds of markets. That experience has come in handy in today's economic downturn as he is currently working with clients to boost cash flow, drive down debt, and build financial security for the future. By dealing with more than 50 lenders, including most of Canada's major banks, Peter has the tools to build the best mortgage plans in today's uncertain environment. He is currently Canada's top mortgage planner with CIBC FirstLine and a member of Scotia Bank's President's Club.
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Fred Roach, Senior Banking Consultant
Manulife Bank
Fred brings many years’ experience in the financial services industry to his role as a Senior Banking Consultant with Manulife Bank. His years with a major Canadian bank have equipped him to subsequently succeed both at operating his own financial management company and working as a Client Relations Manager for individuals requiring estate planning.
Fred works with clients to help them accelerate mortgage elimination, free up equity for investments or other purposes, consolidate debt or provide emergency access to funds when unexpected life events take place. Fred can provide strategies to allow retirees the option of staying in their home for a much longer period of time than a reverse mortgage typically provides.
The feedback Fred receives from his clients is how happy they are to have control back in their hands. In Fred’s own words, "My goal as a Senior Banking Consultant is to provide superior products and services that are best suited for every client. It's a great feeling when you know you've simplified someone's life and saved them money at the same time.”
Fred helps clients in the GTA achieve their financial dreams. In his capacity as a Banking Consultant with Manulife Bank, he has worked with over 1,300 clients to identify and meet their financial needs.
To contact Fred, call (905) 825-6797, visit his webpage<link> or reach him through the “Contact us” section of our website.
Webpage Link: http://www.manulife.ca/canada/canada1.nsf/public/bank_froach