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Mortgage Basics

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Unlock your mortgage potential with our comprehensive resources tailored for you.

Insurance Basics

Man at his Desk

Discover your future potential with our personalized resources designed just for you.

Mission

Pivot Your Finances is committed to providing essential educational resources on mortgages, budgeting, and credit score improvement. We also empower you to navigate various insurance options, ensuring clarity and confidence throughout your financial journey. Our platform is designed to offer personalized guidance tailored to your unique financial needs.

About Me

I am a licensed Mortgage Professional and Administrative Manager with CML Canadian Mortgage Lender, having joined the team in November 2008 and been in the industry since 2003. I collaborate closely with VPs, managers, and other mortgage professionals to ensure efficient operations in this dynamic environment. As part of the management team, my focus is on supporting our mortgage professionals and providing exceptional service to our clients. Additionally, I am a licensed Life Insurance Advisor with Claire Partners, officially entering the insurance field in 2024 after obtaining my license from the Alberta Insurance Council (AIC). I am also licensed in Ontario, Saskatchewan, and British Columbia. Living in Lynnwood SE. Calgary since 2006, I truly love this city and appreciate the wonderful friends and neighbors I have in the community. I offer mortgage products and services tailored to your needs, whether you are looking to renew your mortgage, refinance to consolidate debt, access home equity for renovations, or invest in your business. Moreover, I provide various options for investment, disability, and life insurance, along with excellent benefits for individuals, self-employed professionals, and businesses of all sizes. With access to numerous lending institutions and product providers, I can present a wide array of solutions for your family and business needs. Most importantly, I work for you to ensure your unique requirements are met. As a dedicated professional, I prioritize honesty, expertise, and integrity.

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My Team and Referral Network

I have invested years in building a strong network that allows me to approach new challenges with confidence and precision, supported by the expertise necessary to achieve successful outcomes. In the area of mortgages, I collaborate directly with Neha Tandon; together, we share a deep commitment and enthusiasm, dedicated to fulfilling our clients' aspirations.

Why Choose Us

Expert Guidance

Our team of financial professionals is ready to provide you with valuable insights and customized strategies to enhance your financial health and achieve your objectives.

Comprehensive Resources

(COMING SOON)
Discover a vast array of resources, including articles, guides, and FAQs, designed to enhance your financial literacy and decision-making skills.

Customer-Centric

We focus on your individual financial journey, offering tailored services that evolve with your changing needs and goals.

Ongoing Support

Become a part of community for ongoing learning and updates, keeping you informed and empowered on your financial journey.

Let's Build Your
Future

Dale Parry w/CML Canadian Mortgage Lender
Licensed in Alberta 
www.cmlmortgages.com

Dale Parry w/Eau Claire Partners
Insurance Licensed held in

AB              BC

SK              ON

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