AGENT LICENSE # M13002164 - BROKERAGE LICENSE # 11995

About Me

About Me

My name is Daniel and I have been working in the finance industry for over 8 years. I am a licensed AMP (Accredited Mortgage Professional) Mortgage Agent and hold a Business Diploma from Seneca college. My previous role was being a Senior Personal Banking Officer at one of the Big 5 Banks.

My duties are to provide sound financial advice to my clients on debt management, investments, and mortgage financing solutions. Over the years, I have helped my clients rebuild their tarnished credit scores, pay off high interest credit card debts, and most importantly, finance their new dream home. A good financial plan is what everyone needs to achieve their financial goals.

I believe that being a licensed and Accredited Mortgage Professional, I have the expertise to discuss your mortgage needs. I can conduct a private meeting at our office in Richmond Hill, or at the connivence of home according to your schedule, not the bank’s business hours!

As of date, I deal with over 40 lenders and I am extremely confident that I will be able to shop for the best mortgage at the best rate tailored to YOUR needs. Keep in mind that I work for YOU, NOT the lenders!

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Current Credentials

Ultimate Mortgage & Finance Solutions Inc.

Winner of the “Rising Star Award” – December 2014

 

Canadian Association of Accredited Mortgage Professionals

Accredited Mortgage Professional Designation (AMP)

Commercial Mortgage Financing: The Basics Level 1 & 2

Ontario Mortgage Agent Course

Mortgage Practice Standards

 

Canadian Securities Institute

Canadian Securities Course

Professional Financial Services Advice

Financial Planning 1

Certificate in Financial Services Advice

I want to express my gratitude for all the work that you have done for me over the last few months. I would like to say thank you for listening, understanding my needs, your patience, and promptness in getting things done. Before our meeting, I was ready to give up and walk away from everything, but you managed to calm me down and set up a plan that would work for me. It was very easy to work with you, everything was made clear and easy to follow, today I’m a new person because a lot of stress has been lifted off and I can function. Thank you again for your professional support, excellent work, and always going the extra mile

Tracy Petersen

I have had the opportunity to have Daniel Char address my personal banking needs. I was impressed with his communication skills, professionalism and follow-through with any of my requests and concerns. The service that he provided to myself was exceptional and I would recommend Daniel to both present and future clients.

Chris Nagle
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