MORTGAGE & TAX

SPECIALIST IN VANCOUVER

Keep your options open.

COMPETENT

COMPASSIONATE

COMMITTED

Hello, I am Sherrie Lofthouse,

One of the best parts of what I do is watching my clients’ dreams take shape. Sometimes it’s straightforward. Sometimes it takes all the experience and vast network of contacts to achieve it.

Working in the Banking Industry, while studying Business, Accounting and Tax, I gained experience in all aspects of Finance. After becoming a Master Tax Professional with H & R Block, I headed back to UBC to become a Mortgage Broker. I am now with Xeva Mortgage, CMP’s “Best Newcomer Brokerage” of 2017. I am able to access 175 combined years of experience from our amazing Management Team, dealing with Lenders all across Canada to find you the best mortgage rates in the market. My experience has enabled me to understand my clients full financial picture and how to best manage their finances when applying for their mortgages.

Most of all I love meeting with new and past clients, getting to know them and their families and to help them achieve their financial goals with their mortgage approval. I know how much I enjoy spending time with my family, skiing, golfing or just getting outside, so if I can help you have more time for the things you enjoy, let me help! Whether for your first home purchase, refinance or home equity loan, or an investment purchase, please do not hesitate to call. I am committed to finding the best solution for your financial needs by getting you the lowest mortgage rates.

Warmest Regards,

Sherrie

6 years as Mortgage Broker

20 years in Finance

500+ satisfied clients

MORTGAGE & TAX SERVICES

Home Purchase

Partnering with a great mortgage specialist who uses proactive strategies will help you save a lot of money in interest and shave years off the time it takes to pay off the mortgage for your home.

Self-Employed Clients

As entrepreneurs, we offer a unique understanding of the challenges involved in applying for a mortgage if you are self-employed. XEVA and I have the knowledge to guide you through this process.

First Time Home Buyers

Buying your first home is a big financial decision and can be an overwhelming process, but with XEVA and me you won’t be doing it alone. You’ll have a whole mortgage team working with you.

Mortgage Renewal

A few months before the end of your current mortgage term, it is advisable to do some research to check if there is a better mortgage option with terms and conditions that suit your needs.

Mortgage Refinance

You can refinance your existing mortgage by paying a penalty to your lender and getting a new mortgage. Or you can leave your existing mortgage in place and get a home equity line of credit or a second mortgage.

Tax Support

No matter how unique your tax situation, we do our best to provide the support you need to file income tax smoothly and get the best return possible. This tax filing service is a unique additional financial support.

Why choose a XEVA Mortgage Professional?

Access to unadvertised rates
We work for you, not the Bank
Unbiased knowledgeable advice
Power of professional negotiating expertise
Access to numerous mortgage products
Award winning brokerage

CLIENT MORTGAGE TESTIMONIALS

Karalee Bohmer

Sherrie Lofthouse was able to answer all of my questions and showed me various options that she felt would be best for me. There was no pressure for a specific product or financial institution, she was focused 100% on providing the best solution for me. Thanks to Sherrie the process completed quickly and painlessly. I couldn’t have been happier with the service I received.”

Sindy Billan

“I’ve relied on Sherrie’s expertise over the years. She always sources out the best solution for my mortgage. She not only delivers as promised but most importantly, saves me money. Everyone on her team is polite and professional and she takes the time to explain the entire process while steadily working hard to get the job done.”

Maureen Lachnit

“Sherrie Lofthouse has a wealth of knowledge and experience to get you the savings you deserve. She is passionate about the work she does for her clients and goes the extra mile to deliver service excellence. Whether you want to maximize your income tax returns, or get the best mortgage rate and options available for you, she has the skills and tools to make it happen. Working with Sherrie is always a pleasure.”

June & Derek Marshall

“We have used Sherrie Lofthouse for our mortgage and are very pleased with her service. We had sold our place and were considering renting. She showed us the difference in where we would be financially in 5 years vs. renting and it was definitely better to purchase. We are so happy we listened.”

Are you looking to buy a new home, refinance, or renew an existing mortgage?

CLIENT TAX TESTIMONIALS

Karalee Bohmer

Sherrie Lofthouse has been doing my personal and business taxes for the past 6 years. Prior to this I was doing my own and what a mistake that was. Sherrie was able to find me credits and deductions that I did not know existed. She is at all times professional, organized and totally unflappable. She explains things clearly and is incredibly knowledgeable. I cannot recommend Sherrie highly enough.”

Sindy Billan

“I depend on Sherrie Lofthouse to file my personal and business taxes and I trust her advice. Everyone on her team is polite and professional and she takes the time to explain the entire process.”

Rhonda Imoo

“Sherrie Lofthouse is doing our taxes for years and the advice she gave us helped us to save a lot of money over the years. We would highly recommend her.”

Anke & Rolf Sabo

“We both are self-employed and rely on Sherrie Lofthouse to do our personal and business taxes every year. Having an income from different countries is a difficult tax process but Sherrie always finds the best solution for us to save money. She is very knowledgable and always goes the extra mile for her clients. We would highly recommend her.”

SOME OF OUR PREFERRED LENDERS

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CONTACT INFORMATION

#106 - 2626 Croydon Drive
Surrey, BC, V3S 0S8

MO - FR 9am - 6pm

 

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