Complete financial services for Canadians at any stage of life.
Becoming financially secure and getting a better understanding of your finances can require professional support. At Brando Mortgages, we partner with a wide range of industry experts to provide services that cover the basics of establishing and reaching your financial goals as well as planning for the future. Our advisors are ready to help you manage your debt, create budget plans, review your insurance coverage, and guide you to a brighter financial future.
Setting Financial Goals
Setting financial goals like paying off debt, saving for retirement, or starting a business, helps keep you on track and avoids pitfalls like overspending every week or month. Our team knows the value of having a financial goal and provides the support you need to establish your unique goals and the steps you need to take to work towards them.
Family Income and Expenditure Summary
When you know your family’s income and typical expenses, you can easily manage your spending habits and make any necessary adjustments. But families often overlook how much they spend in their daily lives. We can help create a clear outline of your income and expenses and give you a detailed view to make better financial decisions.
Planning for the Future
Getting married, buying your first home, starting a family, approaching retirement - these significant milestones in life need proper financial planning. Whether you plan to have children, have a mortgage, or want to help with your grandchildren’s education, our team can help you create the financial foundation you need for every important step in your life.
Debt Reduction and Management
Debt can come in many different shapes and sizes, and when planning to reduce your debt, you need a personalized financial solution. We’ll work with you to help get your debt under control with a unique plan tailored to your specific needs.
Insurance Coverage Review
Insurance coverage protects the people who matter most to you, but are you sure you are adequately protected? Our advisors can review your current coverage and analyze if it is enough to match your needs and future financial goals.
Financial Checkups
Maintaining a financial plan can be difficult as we go through our daily lives. We understand that not everyone has the time to check-in on their finances, and that’s why we offer complete financial reviews every 3 or 6 months or annually. Choose the time that works best for you, and we’ll provide comprehensive portfolio reviews and overviews of your current financial plans.
Budgeting and Emergency Savings Plans
Building and sticking to a budget is key to staying financially stable. But everyone needs an emergency fund for unexpected moments in life. We take you through step-by-step guides to building a better budget and crafting a solid emergency plan that will ensure you have savings ready when you need them most.