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CONTACT ANNETTE PERRY

Let's Start a Conversation

Whether you are preparing to buy, approaching a renewal, considering refinancing, or simply want a second opinion, we're here to help. 

BOOK A TIME THAT WORKS FOR YOU

Schedule a Conversation

Choose the type of meeting that best fits your needs.

Renewal Review

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Discovery Call

30 minutes

A first conversation to understand your goals and how we can help.

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60 minutes

A deeper discussion about your options and strategy.

Strategy Meeting

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30 minutes

Review your upcoming renewal and explore your options.

Renewal Review

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30 minutes

A quick check-in to make sure your mortgage still fits your goals.

Annual Review

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15 minutes

A short conversation for updates, questions or next steps.

Client Check-In

GET IN TOUCH

We'd Love to Hear From You

Send a message and we'll respond as soon as possible. 

CONTACT INFORMATION

Reach Out Directly

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Phone

250-862-7462

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Office

Kelowna, British Columbia

Serving the Okanagan and surrounding communities

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Business Hours

Monday - Friday 8:30 - 5:00 PM

Evenings & weekends by appointment

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LOCAL PERSPECTIVE

Based in Kelowna.
Focused on Your Goals.

Understanding the local market adds depth to the advice and strategies we build together. 

Okanagan Lake surrounded by mountains Kelowna British Columbia
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READY TO GET STARTED?

Let's Create Your Mortgage Strategy.

Book a complimentary discovery call to discuss your mortgage goals, explore financing options and develop a strategy that fits your financial future.

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Licensed Mortgage

Broker (BCFSA)

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Access to 30+ Lenders 
in British Columbia

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Based in Kelowna, 
Serving BC

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