Synergetic Finance is an integrated financial services firm — a financial ecosystem — specializing in Financial Management, Business Valuation and Consulting, and Mergers and Acquisitions including commercial real estate investments. We work with businesses as well as individual investors.
Serving as a trusted partner, we provide objective guidance and proven expert solutions based on a thorough understanding of your specific situation and goals. As our client, you will benefit from a collaborative relationship that addresses - and anticipates - your needs. We will follow a disciplined process that provides a structured approach while allowing for customization to your circumstances.
Whether you are seeking fundamental investment management, build a retirement plan for your business, need to ensure the orderly succession of ownership for a family business, are providing care for an aging family member, or are looking to establish a philanthropic legacy that makes a difference in your community, our approach is comprehensive, designed to meet your near and long term financial goals.
We are a group of experienced mortgage specialists, working to provide you with the best mortgage rates, options and services in Canada. Having a professional advisor help with the largest borrowing you may ever do is a service well worth it, especially since there is no cost to you. Call, email, fax, apply online, or meeting in person is a convenience not offered by everyone. So why not put our professionals to work for you today...
We specialize in Mortgages, Purchases, New Home Construction, Refinances/Equity, Take Outs , Transfers, Lines of Credit* and Credit Rebuilding*.
As brokers we do the work for you and take the frustration out of dealing with bankers...and bankers hours. Our job is to provide approvals and only in certain unique situations is there a fee for our services, and it's never up front. There's no risk to you only results, we guarantee it
We work predominately with individuals as they approach retirement and begin enjoying their "golden years." We appreciate your unique needs and desires for your retirement. We excel at assisting our clients in building a personal Financial Road Map to meet their changing priorities in the areas of cash flow planning, investments, estate, tax, insurance, and asset protection.
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