High Net Worth Mortgages in Edmonton | MetroYEG
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High net worth mortgage financing — Edmonton & area

Mortgage financing built around a complex financial picture, handled with complete discretion

Our Service Level

For business owners, investors, and executives whose income doesn't fit a single T4, we arrange private mortgage financing the way it should be handled: quietly, carefully, and by one dedicated broker from first call to closing.

What stays constant on every file:

  • One dedicated broker, backed by a solid Team — never a call centre or rotating desk
  • Documents securely handled
  • Meetings arranged at your preferred location or virtually

Financing we arrange

Access to traditional banks, monoline lenders, and private or alternative lending sources suited to larger, more complex files.

New Purchases
Financing for purchases

Jumbo & uninsurable mortgages
Financing for higher-value properties above standard insured limits, matched to lenders comfortable with larger loan amounts.

Private & alternative lending
Access to private lenders and alternative institutions when timelines, income structure, or property type fall outside conventional bank criteria.

Bridge financing
Short-term financing to move between properties without forcing a rushed sale or a gap in ownership.

Investment & Hold Co properties
Financing structured across a portfolio of rental or investment properties, rather than assessed one property at a time.

Renewals & refinancing
A full review of your existing mortgage against current terms — approached with the same discretion as a new application.

Private consultation

A confidential conversation, in person or virtual, to understand your goals and the shape of your income and assets.

Confidential review

Documents are collected through a secure portal and reviewed directly by your broker — nothing is outsourced.

Lender matching

Your file is matched to the bank, monoline, or private lender best suited to your income structure and property.

Approval & closing

Terms are confirmed, documentation finalized, and closing coordinated

How the process works

Four stages, each handled directly with your broker

Financing Services Specialized in all of Alberta

Common questions:   Direct answers to what clients usually ask before their first call

What counts as a high net worth mortgage?

It's private financing structured around your full financial picture rather than a single T4 income figure — typically used by business owners, investors, and executives with income from corporate earnings, investment portfolios, equity compensation, or multiple properties.

Can income from a corporation be used to qualify?

Yes. Corporate retained earnings, dividend income, and investment income can all be considered, using lenders built for self-employed and incorporated clients.

How is my financial information kept confidential?

Your file is handled by our dedicated Team, documents are collected through an encrypted portal, meetings can be arranged privately, and information is shared only with the lender underwriting your file.

Do you work with private and alternative lenders?

Yes — alongside traditional banks, we work with monoline and private lenders suited to larger loan amounts, uninsurable properties, bridge financing, and non-standard income.

Can we meet outside of regular business hours or off-site?

Yes. Consultations can be arranged in person, by video, or by phone, including evenings and weekends by appointment.

Will you sign a non-disclosure agreement?

Yes, on request. A formal NDA can be signed before any financial documentation is exchanged.

Can Your Team work with me for my mortgage & as my Realtor ?

Yes, we often handle our clients financing as well as their real estate needs. This comes in handy especially if you are in a sell/buy scenario where you are selling an existing home and purchasing a new one.

Data last updated on September 8, 2026 at 11:30 PM (UTC).
Copyright 2026 by the REALTORS® Association of Edmonton. All Rights Reserved.
Data is deemed reliable but is not guaranteed accurate by the REALTORS® Association of Edmonton.
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