Complimentary financing advice

Your Financing
Roadmap™

A purchase can depend on more than its mortgage. We review your goals, income, existing properties and sources of funds, then explain how the financing decisions can work together.

Request a Roadmap discussion →

Discovery, analysis and recommendations are complimentary.

A plan connected to your goals

What you want to achieveYour goals, priorities and timing

What the financing involvesIncome · properties · mortgages · funds

How to move forwardOptions, costs and financing steps

One purchase. All the connected decisions.

How it works

Three steps.
A considered recommendation.

Your priorities guide the work. You do not need a finished investment plan before speaking with us.

01Your goals

Start with what matters to you.

Tell us what you want your property or portfolio to support, what you are considering and any important dates.

A new purchase, lower payment pressure or more flexibility can call for different financing choices.

A clear purpose for the review

02Your finances

Look at the decisions together.

We review your income, properties, mortgages and possible sources of funds alongside your plans.

If a purchase depends on refinancing another property, those steps need to be assessed together.

An assessment of your financing options

03Your recommendations

Know the costs and the next steps.

We explain the recommended approach, the costs and payments, and the order in which financing would need to happen.

You can question the assumptions and compare the options before deciding what to pursue.

Recommendations connected to your goals

When the decisions connect

Useful when there is
more than one moving part.

The Roadmap brings the purchase and your existing finances into the same review. These are some of the situations it can help you assess.

Purchase + refinance

Your down payment depends on another property.

We assess the proposed source of funds, the additional payments and the sequence needed before you can rely on those funds.

Income + existing rentals

Your portfolio affects the next mortgage.

We review existing rental income and mortgages alongside the purchase, rather than considering the new property in isolation.

Today + later decisions

You want room for your next move.

Mortgage terms can affect the cost of a later sale, refinance or faster repayment. We explain those consequences as part of the advice.

What you receive

The recommendation.
And the reasoning behind it.

Financing Roadmap™ document cover and Building Blocks sample page

We explain the approach we recommend, why it fits your objectives and what would need to happen next.

Financing options and the assumptions behind them
Borrowing costs, mortgage payments and trade-offs
The order of any connected financing steps
Information or changes that need attention before proceeding

You can question the assumptions and compare the recommendation with your goals. The Roadmap does not replace a lender’s assessment or confirm approval. Mortgage transactions and third-party services may have separate costs.

Reviewing existing rentals?

If your priority is payment pressure, renewals or refinancing across properties you already own, start with the Portfolio Financing Review.

See what the review covers →

Talk to Streetwise

Tell us what you are planning.

Start with your property plans and any important dates. We’ll discuss your priorities and explain what information would help us assess the financing.

Request a Roadmap discussion 1-800-208-6255 info@streetwisemortgages.comYou don’t need financial documents to get in touch.

Your FinancingRoadmap™

Three steps.A considered recommendation.