About Mitzy
I am an expert in helping my clients create and maintain their wealth. I am a Commercial Real Estate & Luxury home Specialist. York Region, and trained in LEAP, Money Trax, The Circle of Wealth and Bank on Yourself. I help clients in Toronto and the GTA Create and Maintain their wealth Utilizing the Velocity of Money.
I act as a Financial Quarterback and work with a team of experts to help my clients achieve their Real Estate and Financial Dreams. There are great opportunities for investment real estate.
What sets me apart from most Real Estate Sales people is my extensive and diverse experience in the key areas the affect building wealth through real estate. (Valuation, Financing, Purchasing, Selling and Succession & Estate Planning).
I obtained my M.I.M.A ( Member Institute of Municipal Assessors and my C.R.A. Canadian Residential Appraiser in 1985). I worked for the Mutual Trust Company underwriting Construction loans and financing luxury homes and as a Commercial Mortgage Broker at Mycor Equities.
Top 10 Reasons to work with me
- You hate paying high income taxes
And hate the thought of giving half your estate to CRA - You want to keep your hard-earned money
And prevent losing money unknowingly and unnecessarily - You know about life insurance, Critical Illness and Disability Insurance
However no one has explained everything it can do and why and when you may want various types of insurance - You’ve been too busy
To look after your own personal planning
- You don’t have a proper will
It’s out of date or prepared by a generalist - You don’t have a partnership agreement
Properly funded by life insurance, critical illness and disability insurance
- You don’t have a business succession plan
If you get sick or die prematurely - You focused on building your business and now you want to make sure your hard work results in your money going where you want it to go.
Now is the time to pay attention to defence - You don’t have a financial quarter back who co-ordinates everything and everyone on your team
You want the peace of mind knowing your family and your favourite charities are taken care of.