The PANGEA Family Wealth Executive is our clients’ single point of contact. This professional is responsible for our clients’ successful, long-term relationship with us. They oversee all relevant aspects of the clients’ family wealth strategy while remaining in regular contact with them.

Our PANGEA Mortgage Underwriters have the responsibility of assessing A-credit client requests to finance the purchase of real estate or refinance existing mortgages of business-owner clients. This includes a financial debt service analysis and a review of corporate financial statements.

Client Care Associates ensure that PANGEA client requests are promptly actioned including document fulfilment, responding to questions, scheduling meetings and working closely with the Family Wealth Executive on client servicing.