New luxury homeowners, HNWI course for mortgage brokers

By Steve Randall

A new course and certificate of education has been launched for mortgage professionals wanting to work with luxury homeowners and high-net-worth-individuals.

It focuses on those owners with investable assets of between $1 million and $30 million, excluding their principal residence.

"The course is not about specific products or lenders willing to fund multi-million-dollar deals," says Roland Mackintosh, founder and CEO of the Luxury Home Mortgage Group Ltd, which is running the course. "You will learn how to build a network of top-tier professionals and how to transition these professionals to endorse and recommend you to their roster of luxury homeowners."

The course can be completed online, or in-class at select cities across Canada with those completing it authorized to display a ‘Luxury Home Mortgage Advisor’ designation on marketing materials.

Untapped market
"Dealing with high-net-worth clients should not be intimidating to mortgage brokers and this course is going to be a game changer for brokers who are looking to grow their business," said Sabeena Bubber, a senior mortgage professional with Xeva Mortgages. "From learning how to attract high-net-worth clients to preventing your client from shopping a deal you worked so hard to get approved, this course will help us as brokers gain more market share in an untapped market."

The course has been pre-approved by Mortgage Professionals Canada for 4 CE Units in the Professional Development category for the year 2018  and more details can be found at



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