Full Picture Advice – The Whites

Did you know when you work with Alicia White the mortgage broker you get a two for one deal?

 Alicia White, expert mortgage broker along with her husband John White, a 17+ year Certified Financial Veteran, can work together to ensure their clients get to look at all angles of the equation.

Kelowna Mortgages and Financial Planning

The team perspective and industry knowledge give insight into questions you may be wondering such as the following….

How much down payment should I put down?  How much should I keep invested?

How do I qualify for a mortgage if I am retired, and I only have investment income or a large cash deposit?

How does purchasing a home, or investment property fit into my overall retirement plan?

Should I consider a CHIP or Reverse mortgage at my age?

Alicia and John focus on the full discovery for their clients. 

Their goal is to provide advice and guidance that will last long-term. 

John White Financial Planner

Meet John White – Certified Financial Planner

 John started his career at Royal Bank, spent a short time at Bank of Montreal, and then moved to Scotiabank where he was until most recently.  John has a combined 17 years in the bank world. 

 In anticipation of providing the best service possible and to focus truly on the client John has gone independent and joined IG Wealth.  

 John prides himself on practical, sound advice.  He won’t talk circles around you, so that you are completely lost, and have your head spinning by the end of a meeting.  John keeps financial planning simple, and understandable so it makes sense.  He can pinpoint very quickly what his clients need and will help them get there.

Joining IG Wealth will allow for a full team approach now between John and Alicia

John and Alicia are all about opening the door to opportunities for their clients and to provide outstanding service above the rest.


 Having a combined 27+ years of banking, investment, lending, and mortgage knowledge is a rarity these days.   

 Allow John and Alicia the opportunity to work for you, and you will not be disappointed by their knowledge, advice, guidance, and support.  Navigating mortgages, and financial planning can be overwhelming, and you need a team by your side.  Not to mention, a team that will be there when you need them.  Unlike, the constant turnover that is happening at a lot of institutions.

Let’s Get Started

John, and Alicia are happy to provide joint meetings and perspective.  They look forward to offering clients this full-service approach that will be to your advantage.