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High-net-worth clients mortgages with Team Active Mortgage

When wealth is held in investments, corporations or trusts, standard income tests can understate your capacity. Our brokers work with lenders that consider assets and complex income, and coordinate with your accountant and advisors.

Who this is for

  • Clients with significant investment assets
  • Business owners with income held in corporations
  • Buyers of higher-value properties

How our brokers help

  1. Present assets and complex income clearly to lenders
  2. Coordinate with your accountant, lawyer and advisors
  3. Compare structures across lenders

Common questions

Can assets help me qualify?

Some lenders consider liquid assets in addition to income. Your broker will identify suitable options.

Do you work with my accountant?

Yes, with your permission we coordinate directly to simplify documentation.

Is my information kept confidential?

Yes. Your information is used only to arrange your financing.

Ask about high-net-worth clients

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