Berkshire Securities Inc. and Berkshire Investment Group Inc. together with Invis, Canada’s largest mortgage brokerage, today announced the availability of a new suite of mortgage products for Berkshire clients and a mortgage referral program for Berkshire Advisors effective immediately.
Through this joint partnership with Invis, Berkshire advisors can now offer their clients same day mortgage expertise, access to over 50 lenders, hundreds of mortgage products at rates that are attuned to each client’s particular financial and lifestyle needs and receive a client referral fee as compensation.
“This is a win-win product offering for Berkshire Advisors and their clients,” said Geoffrey Charlton, executive vp, business development, Berkshire. “Our advisors can now provide their clients with a necessary service that will allow them to compete in the ‘mortgage product space’ with banks.”
“The Invis mortgage consultant who will deal with Berkshire advisors and their clients, specializes in mortgages and nothing else, and will be able to help Berkshire clients wade through the numerous products and features that exist in today’s competitive mortgage market,” said Andrew Moor, president and CEO, Invis Inc.
Current regulations restrict advisors in Alberta from participating in the program and entering into referral agreements on their own, however, regulatory changes are expected in October 2006, which would allow the mortgage referral program to expand to Alberta.
Berkshire and Invis announce new suite of mortgage products
- By: IE Staff
- July 19, 2006 July 19, 2006
- 14:30