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senior real estate specialist

What is a SRES? 

A SRES is a Realtor who is uniquely qualified to assist seniors in sales, puchasing, refinancing of residential or investment properties. They also draw upon the expertise of a network of senior specialists, such as estate planners, CPAs, and eldercare lawyers, assisted living homes and are familiar with local community resources and services.


In Canada, Baby Boomers and Retirees represent nearly half of the population. For Canada's adults aged 50+, the homes that they live in are their largest asset and account for most of their net worth. As buyers and sellers, these consumers have very distinct real estate goals, concerns, and requirements.


What does a SRES do? 

SRES are well educated in marketing strategies and counselling tips; finance, tax, and estate planning considerations; and developing a team of experts and service providers. Understanding generational demographics, discussing the myths and realities of aging, learning how baby boomers are changing retirement. 


As we age, we demand specialists in our health needs, so why not in our housing and equity needs as well?




Unique needs

  • As an SRES®, my goals are to:
    • Build trust and rapport.
    • Define your parameters.
    • Help you form realistic expectations.
    • Learn of anyone who will be involved in the decision making.
    • Learn your needs and goals, life stage, health and activity stage, and motives for buying/selling.
    • Find out how this purchase/sale fits into long-term plans.
    • Plan a strategy for finding the right property – or – plan a strategy for selling your property.
  • Each buyer/seller has unique needs. I can help you because I have….
    • sensitivity to 50+ issues and priorities.
    • the devotion to provide reputable services that win and sustain trusting client and customer relationships



Purchase, Sale, or Investment

  • Housing Options:
    • Communities that enable independent living
    • Facilities that provide assistance and care
    • Integrate the disposition of real property into your estate plans
  • Financial options: learn how pensions, RRSP accounts, and RIFs can be used in the purchase of real estate.
  • Financial options: examine how additional sources of income Pensions, OAP and CPP may impact your real estate decisions.
  • Financial options: look at all available financing methods, including reverse mortgages.
  • My Team of Experts:
    • SRES® Designees are not qualified to give financial or legal advice. That is why I have assembled a team of experts to help serve you.
    • My team will provide you with professional advice, council, and direct attention to your specific needs.
  •  Looking for a home can be frustrating at times. If you need additional information, I can provide you with relevant resources and answers to any of your real estate related questions.

Resources

  • Are you Undecided About Your Next Move?
    • Part of my SRES® course was dedicated to understanding current market trends, recent research, and the pros and cons accumulated by National and Government programs in these areas of interest:
      • Active Lifestyles
      • Independent Living
      • Assisted Living
      • Continuing Care
      • Care Facilities
      • Age-restricted communities
    • Personal Approach
      • A customized approach to your real estate needs is one of the many services I will offer to you.
      • I have the knowledge and expertise to counsel you through major financial and lifestyle transitions involved in relocating, refinancing, or selling the family home.
      • My team and I will offer you the opportunity to complete a real estate transaction with the patience, professionalism and expertise you deserve.




For your convenience we have wheel chair access and reserved parking directly in front of our office, feel free to drop in and share your goals 

The trademarks MLS®, Multiple Listing Service® and the associated logos identify professional services rendered by REALTOR® members of CREA to effect the purchase, sale and lease of real estate as part of a cooperative selling system.
MLS®, REALTOR®, and the associated logos are trademarks of The Canadian Real Estate Association.