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Welcome!  My name is Joseph and I am both a mortgage agent and CPA.  I have over 10 years of experience in helping clients achieve their real estate goals.  As an accountant, I have seen many individuals navigate successful careers and run amazing businesses, yet they struggle to align that success with their personal finances.  This helped me realize the value that I can deliver to clients by combining my mortgage and accounting expertise.

Benefits of working with a mortgage agent who is a CPA:

A trusted advisor

As a Chartered Professional Accountant, I bring financial and tax knowledge that is beyond what you can expect anywhere else.  I provide professional unbiased advice to help you make an informed decision and find a mortgage product that best suits your needs.

More than mortgage advice

A mortgage is the biggest debt most people will take on during their lifetime.  It is important to focus not only on securing financing, but to help my clients find a mortgage solution that meets their long and short-term goals.

Using a big picture approach, I help home buyers secure financing that supports a sustainable budget.  If you are a real estate investor, I can help you find a flexible mortgage product that allows you to grow your real estate portfolio.  If you are a business owner or self-employed, this means finding a solution which caters to your unique tax situation.

Customer centric approach

With over a decade of experience in the financial field, I recognize the importance of exceptional customer service. You can count on me to bring this customer centric approach to everything I do.

Are you ready to enjoy the benefits of working with a mortgage agent who is a CPA?  Reach out to me today!

Joseph Kwan, CPA, CA, CPA (IL)
Mortgage Agent
Founder of RethinkCPA