About Lisa Klee

I love working in the fast paced complex environment of commercial mortgages. Over my 12+ years in the Financial Industry,  I have learned that creating strong relationships with clients and getting to know each and every one of their stories, enables me to create a solid financial foundation and provide advice catered to them and their families. I also have strong relationships with lenders that allows me to find solutions for clients in an efficient manner in order to save time and money.

I was born and raised on a dairy farm in Chilliwack until 1997,  then moved to Saskatchewan and began my career in finance with CIBC in 2005.  For the past 13 years, I have provided valuable advice and solutions to assist clients with both residential and commercial needs.  

In 2009 I transitioned into commercial lending at Envision Financial which brought myself and my family back to Chilliwack. I specialize in Real Estate, Construction and Development financing along with financing owner occupied or commercial rentals and business acquisitions. Being in commercial lending for many years, I have a clear understanding of the complex nature of commercial lending, the obstacles clients experience, and the intensity of the real estate market.  

In order to balance family life with the desire to help clients find the most valuable lending solutions, I decided to venture out on my own as a commercial mortgage broker.  I now provide clients with a wide variety of lenders and options to ensure what is being offered is the most competitive and suitable for their specific needs.   This allows commercial clients to rest easy knowing that while they are spending time on their business operations and doing what they love. 

From start to finish I am here to help you find the right mortgage option. By assessing your unique situation through a single application I  provide you with no-obligation professional advice that is catered to your specific financial goals.  From negotiations to closing, I work for you, not the lender. 

Let me do the work for you by filtering through the many lenders to provide you with the best options! I have the expertise and resources in the commercial real estate market to provide you with the most up to date information and solutions to ensure your purchases and projects complete in a timely and efficient manner.

Your Kelowna Mortgage Brokers

Whatever your personal circumstances, Laurie Baird and Tracy Head will analyze your financial situation and recommend mortgage options that best suit your needs. Laurie and Tracy are the mortgage professionals that will help find the right mortgage solution for you.

Contact us today to find out how we can make owning your home and managing your mortgage more affordable and worry-free! We provide complimentary consultations and offer advice and guidance to help you realize your goal of home ownership sooner.