For financial advisors, mortgage brokers & wealth managers
Your client's home is often the asset you can't fully advise on.
A retirement plan, an estate plan, a debt-consolidation conversation, real estate keeps showing up in client meetings that aren't about real estate. These three North Shore-specific tools provide useful figures and context for that moment. Share them directly with a client; they do not require an account.
Net Proceeds Calculator
What a client would actually walk away with after selling, commission, GST, legal fees, and a mortgage penalty, all in one estimate. Useful the moment a home shows up as an asset in a retirement or estate conversation.
Open →BC Property Transfer Tax Calculator
The closing cost buyers forget to budget for, because it doesn't show up on a mortgage pre-approval. Includes the First-Time Home Buyers' exemption.
Open →Monthly North Shore Market Snapshot
A short, plain-language read of the current North Vancouver and West Vancouver numbers, written for a client, not an agent. Forward it as-is, or use it as the local data point in your own note.
Open →How the tools fit a client conversation
The calculators give clients a starting point for costs and proceeds, while the market snapshot adds current local context. If a client needs a property-specific valuation, building document review, or listing-timing analysis, I can prepare that work directly and keep you informed with the client's consent.
If you're a licensed professional whose governing body permits accepting a referral fee, that option exists too, see the referral partner program. Many advisors and wealth managers are restricted from accepting one; the tools above have no such restriction either way.
Or send a message and I'll follow up directly.
Alex Mackenzie is a licensed REALTOR® with Royal LePage Sussex, 2996 Lonsdale Ave, North Vancouver, BC V7N 3J4. REALTOR® and the REALTOR® logo are trademarks controlled by The Canadian Real Estate Association (CREA) and identify real estate professionals who are CREA members.