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Working with wale choi

Wale started his career in finance before he graduated from University of British Columbia in 2005. During his two decades in the financial industries, he has helped over 10,000 clients to achieve their financial goals and to become homeowners. With his extensive finance background as a certified financial planner (CFP) since 2008, Wale’s personable and advice driven approach will give you the peace of mind when making one of the biggest purchases of your lifetime.

Difference is in the approach

While most bank advisors focus on the numbers using basic financing calculators, we base our holistic approach on understanding you. Your financial goals will become ours and our knowledge will help you understand every step needed to achieve your goal. Whether you are looking to own your first home, build your dream home, or buy an investment property, if you can dream it, we can help.

Services
Services
01/04

Efficient services

We will help you navigate through the different mortgage guidelines while providing timely and concise solutions to fit your needs.

02/04

Independent Advice

With over two decades of finance experience, our advice is independent and unbiased. And your needs always come first.  

03/04

Convenience

We can meet you at your work, home, favourite coffee shop, or online. You can also come visit us at our Vancouver office.

04/04

Solutions

We provide tailored financial strategies to fit your individual needs. With over 50 lenders in our network, we are confident we will find the right plan to save you the most money long term.

I highly recommend Wale as a mortgage broker. Not only he provided lots of money saving tips and answered all our questions promptly and with great clarity, he also worked hard to get us a great rate. When the rates went down a bit before the closing date, he proactively went back to the lender and got us an even lower rate. But most importantly, he guided us through the whole process. He even came to our home several times to go over the details. As a business owner with two young kids, I appreciate his effort and time to simplify the
process. Five months later he is still checking in with us to make sure everything is fine. Wale is truly amazing to work with.
Phil C.
From the very first minute that we talked to Wale, both Deb and I knew we were going to have a different experience. Wale got us organized and looked after us so well that we finally felt our best interests were being looked after. He was proactive with us and regularly kept us informed. With his extensive experience in the finance industry, he also helped us with numerous banking issues for not only our mortgages, but also, for our businesses. Wale was honest and stood up for us, and only doing what was the right thing for us.
David M.
We were not expecting to purchase a home because of Vancouver's high real estate prices and the low mortgage amount another broker said he could get us. We were in an odd transitionary stage where we were both making career progressions and unsure how this would appear to the banks because we didn't have the two years of job history. Wale was able to secure us 1.5x what the previous broker said he'd be able to get us.
Hossein S.
Wale really put in the effort to go above and beyond, even though we were first time home buyers. Any challenges we've presented to him, he's found a solution and over exceeded our expectations. We never felt like we were less valuable than his other clients. He really took the time to explain the borrowing process and even reviewed our mortgage agreement page by page with us. Wale is extremely knowledgeable and experienced in his field. We would highly recommend working with Wale.
Jacquline N.
I most definitely recommend Wale. He is professional, knowledgeable, efficient, and polite. He showed me money savings strategies which we implemented by collaborating with my accountant and financial planner. He was patient and explained everything
thoroughly, and I felt well looked after by Wale as he was easily reached by phone, email, or text.
Tracy E.

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Wale Choi

Mortgage Planner