Which advisor should you consult when planning a real estate project?

Real estate broker, lender, financial advisor and notary: understand who to consult at each stage of your project.

Distinguish the roles

The real estate broker assists with the real estate process according to the mandate. The lender or mortgage professional handles financing.

A financial advisor can help review your overall plan; the notary handles the deeds and legal steps of the transaction.

Ask what qualifications, services and fees apply before entrusting anyone with a mandate.

Check who is responsible for each piece of advice and who to ask about financial, tax or legal questions.

Each professional only needs the information relevant to their role.

Avoid sending financial or identity documents through a general contact form.