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)
Founder of RethinkCPA