Reasons for an Annual Mortgage Review

December 4, 2020 | Posted by: Keith Leighton

Reasons for an Annual Mortgage Review

Life does not stand still… our schedules change, our needs change, and even our goals can change. Success and even happiness are often moving targets. That’s why we like to touch base and remind our clients that it’s a good idea to have an annual review of your mortgage.

A review may show that everything is working according to plan. Or we may turn up an opportunity that can save you money or help you better reach your goals by tweaking your mortgage or re-arranging your finances.

We would especially recommend setting up a mortgage review if you:

  • • are considering moving up or downsizing your home.
  • • want an investment property or vacation home.
  • • have a “prime plus” variable mortgage (we have very attractive “prime minus” variables).
  • • want to assist your child to buy a home.
  • • have high-interest debt.
  • • want to pay your mortgage off faster.
  • • want to make some major home renovations.
  • • need low-cost funds for a wedding, travel or other major expenditure.
  • • are up for a mortgage renewal within the next year.

Give us a call to set up a convenient time to talk about what’s new with you! Please extend our offer to friends or family who may need a free mortgage review.

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