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Mortgage broker Dan Heon of Calgary knows some of his new clients are nervous when they meet him for the first time.  “I think that’s pretty normal, but it sure doesn’t last long once we get talking.”

A mortgage broker since 2002 and a real estate investor since the mid 1990s, Dan knows some clients arrive at his office worried about credit issues or their lack of credit history.  Others are convinced lenders won’t be interested in their personal stories, especially if they’re buying investment property and their portfolios appear too highly leveraged.  “Some people have basic questions about what a mortgage broker does.  They want to know how I get paid — and they want to know why they should trust me to help them get the financing they need.”

Well-known in the Alberta real estate investment community, Dan became a mortgage broker when efforts to grow his own portfolio were challenged by conventional lenders.  That situation coincided with the collapse of high-tech stocks, a seemingly unrelated business phenomenon.

With eight investment properties in his own name, Dan saw the connection.  He knew Albertans were looking for a place to park their investment money “and it bothered me that some were signing their money away to financial planners with very little investment experience.  I also knew real estate was a good place to make money and I knew that once I was a mortgage broker, I could help these people make money.”

True to that plan, Dan launched his mortgage brokerage in 2002.  Five years later, he merged that business with Canadian Mortgage Team Alberta Inc.  With mortgage specialists located in offices across Canada, Canadian Mortgage Team is one of the largest real estate investment brokers in the country.

Interestingly enough, Dan’s mortgage business developed alongside considerable growth in his personal real estate investment portfolio.  In addition to his long-term buy-and-hold revenue properties, Dan participates in land development projects and buys-and-sells property into markets experiencing considerable capital appreciation.

“As a mortgage specialist, I have access to a large number of lender products.  As an investor, I really do know how they work and the merger means I am in an even-better position to help my clients find more creative ways to finance their real estate purchases,” says Dan.

“You can bet that experience goes to work every time a client needs my services.”

The one thing that won’t change with experience and the merger is Dan Heon’s focus on quality client services.  “No matter what your financing needs are, I work for you, not the lenders.”