Customer Spotlight: John and Kate

Customer Spotlight: John and Kate

Author: Victor Matos | | Categories: Life Insurance Agent , Mortgage Agent , Mortgage Insurance

Travel Insurance Hamilton

As an experienced mortgage agent and insurance/investments advisor in Hamilton, ON, I cater to the diverse needs of my clients and help guide them towards the right financial choice. 

In the past twenty years of business, my success has been driven by happy clients, who have given me referrals and written positive reviews about my services. While quality is something that runs through my veins, so does gratitude.

Through this post, I want to highlight a client who has assisted in building my successful reputation and portfolio by helping me with multiple referrals. 

Over the last fifteen years, John and Kate have been more than just a client. They have been an invaluable asset to my business. 

In over a decade, I have provided them with life insurance plans, mortgages to buy properties and assisted them with their refinancing. 

Recently, John and Kate bought an amazing property, but it was a bit pricey. Even though they qualified for it, they soon realized it was a bit too expensive. The client came to me for advice as they felt stressed with the financial obligations of their new home.

After successfully helping them, here’s what the client had to say: “Victor made us realize our limits and the fact that we had been too impressed with a property that was costing us more than we had anticipated. We were becoming house rich and cash poor. We didn’t have a budget to enjoy anything else because the property was exhausting all of our income and savings.”

If a problem arises or a client has a difficult financial situation, I offer honest advice and make sure to tell them exactly as it is. As an ethical mortgage agent and insurance/investments advisor, I work towards building a trusted rapport and long-term relationship with my client. 

I offer a range of mortgage and life insurance services to clients across Hamilton, Oakville, Burlington, Binbrook, Ancaster, Brantford, Caledonia, Grimsby, Stoney Creek, Cayuga, Dunnville, and St. Catharines, ON. So, the next time you’re looking for a professional mortgage agent and insurance/ investments advisor in Hamilton, ON, get in touch with me by clicking here or visit my website. To read what other clients are saying about me, please click here