PROFILE

Satpal is an experienced Certified Financial Planner (CFP) with over 5 years of experience in the financial and real estate sector. He specializes in structuring and underwriting residential mortgages. Satpal has expanded his services to include commercial, construction, farm & private mortgages and insurance. He has extensive knowledge of risk management, retirement and investment planning.

In addition to Pacific Northwest Mortgage Corporation, Satpal was a top performing financial advisor at BlueShore Financial (formerly North Shore Credit Union) where he managed a book of 300 assigned clients. Satpal worked with his clients to address their mortgage, investment, and banking needs. With Satpal’s experience he was able to uncover and address client’s needs in all areas of financial planning.

At BlueShore, Satpal specialized in structuring and underwriting mortgages. His wealth of experience has taught him how to best position lending files for quick approval turnaround times. He successfully managed residential mortgages with value of $100 Million+ and investments of $2 Million. Satpal believes in cultivating strong client relationships built on a foundation of trust.