Network: TMG The Mortgage Group
Location: Toronto, ON
SafeBridge Financial Group’s vision is to drive transformational change in the Canadian mortgage industry by “redefining the traditional customer experience through our proprietary Mortgage Centered Financial Planning approach,” says Chris Karram, managing partner and chief strategy officer. “We take pride in providing our clients with a truly coordinated approach that encompasses the three largest financial decisions most Canadians will ever make. We believe that any financial decision specific to one’s mortgage, insurance or investment portfolio should be made in coordination with the other.”
This approach actively and intentionally lived out by the SafeBridge team and many of their clients. Given the volatility of the past year, the firm chose to focus on the variables they could control to the best of their ability, which has resulted in an incredible amount of success. In addition, the continued growth of the SafeBridge Private Wealth platform provided the mortgage team with opportunities to differentiate themselves in the eyes of their clients, further solidifying their working relationship.