About Us

20+ years of mortgage expertise — built on trust, relationships, and results.

Our Story

David Docksteader

I'm passionate about providing mortgage solutions and results that expand beyond your expectations. I cater my business to meet the needs of a broad range of borrowers – from first-time homebuyers and entrepreneurs/proprietors to incorporated professionals and sophisticated real estate investors.

I've specialized in finance, financial planning and mortgages for more than 20 years – including becoming a licensed mortgage broker in 2006. Through strategic alliances forged over the years, I established a boutique mortgage brokerage and eventually aligned with a national network of brokerages in 2010.

I've maintained a successful referral-based mortgage brokerage office in Kelowna supported by a wonderful group of young innovative mortgage brokers serving all of British Columbia.

I've also proudly expanded my business into Ontario thanks to long-standing relationships built with friends in the mortgage industry and clients who have family members and associates in the province. They can now be even better served through my team's presence in Ontario.

David Docksteader

Ready to Work With Us?

Whether you're buying your first home or your fifth, we have the experience and expertise to guide you.

Book Your Consultation Apply Now