Kelowna Real Estate Podcast

11: Robinson Smith - The Smith Manoeuvre

Episode 11: Today's episode is an introduction to Robinson Smith, president of Smith Consulting Group Ltd and we will be discussing the mortgage conversion strategy his father developed forty years ago. The Smith Manoeuvre is a must-know strategy for all Canadian homeowners, especially these days with high interest rates, steep inflation and a general inability for most Canadians to invest for their future. Robinson lived and worked in China for eight years in a number of roles such as foreign service contractor, project developer and investment banker. Most recently, after a dozen years in Victoria as a retail investment adviser helping his clients implement The Smith Manoeuvre, he sold his advisory to focus on spreading the word about the strategy to Canadians across the country by publishing his best-selling book, Master Your Mortgage for Financial Freedom, and growing the national network of Smith Manoeuvre Certified Professionals. He lives in Victoria, BC, with his wife Heidi and their Havanese, Harley. 
 

Taylor Atkinson
Email: Taylor@VentureMortgages.com
Instagram: @VentureMortgages
Website: www.VentureMortgages.com
 
Matt Glen
Email: Matt.glen@century21.ca
Instagram: @mattglenrealestate
Website: https://mattglen.ca/ 
 
Robinson Smith
The Smith Manoeuvre on LinkedIn & Facebook
Website: www.smithman.net 

10: Mike Westie

Episode 10: Buckle up your seat belts for this one folks. Today our guest is Mike Westie the co-owner of Mkwest properties with his wife Kayla. New father to thier son, our junior executive Jett Westie who is 5 months old. They currently own 7 homes, 6 of which are in Kelowna with a total of 11 rental units and another duplex in the subdivision and development process currently. Experience includes: Legal secondary suite conversions Infill development. Renovations. New construction Projects Joint venture arrangements Out of province investing. They are working with an experienced coach and looking to continue expanding our portfolio and grow as investors in the future. He shows you a couple different approaches to scale your portfolio and gain passive income. 
 
Taylor Atkinson
Email: Taylor@VentureMortgages.com
Instagram: @VentureMortgages
Website: www.VentureMortgages.com
 
Matt Glen
Email: Matt.glen@century21.ca
Instagram: @mattglenrealestate
Website: https://mattglen.ca/ 
 
Mike Westie
Email: mike@mkwest.ca
Instagram: @mkwestproperties 
Website: www.mkwest.ca

9: Max Carbone

Episode 9: Get your notepads ready, Matt and Taylor landed Max Carbone on podcast! Max is an owner/partner of Century 21 Assurance Realty in Kelowna BC and he is also the reason why Matt runs his real estate business out this office.  Max gives his advice on a variety of topics and shares stories from his experience over the years.  Starting as a young caddy working on the golf course, to selling commercial real estate, to authoring a book, to mentoring and advising top business people from all over the country to moving out to Kelowna from Toronto, Max has the experience and shares some of the lessons he has learned along the way.  If you’re new to real estate or an agent looking for a boost in your business, you will probably want to talk to Max and here is a glimpse of what he’s all about.
 
Taylor AtkinsonEmail: Taylor@VentureMortgages.comInstagram: @VentureMortgagesWebsite: www.VentureMortgages.com
 
Matt GlenEmail: Matt.glen@century21.caInstagram: @mattglenrealestateWebsite: https://mattglen.ca/
 
Max CarboneEmail: max.carbone@century21.caLinkedin: Max CarboneFaceBook: Max Carbone

8: Russell Mortlock

Episode 8: Russell is a guy who does it all.  He’s a real estate investor, real estate agent, mentor, founder of the APEX group, Dairy queen addict and way, way more.  Matt and Taylor could have kept him talking for hours and still be talking about things he’s up to.   Russ is really an inspiring guest who is not shy to share his knowledge and details his own journey.  There are many take-a-ways and actionable steps from this episode that we can all benefit from.  
 
Russell Mortlock
Email: russell@mortlockrealestate.com
Instagram: russellmortlock.realestate
Website: Kelownahomesource.com
 
Taylor Atkinson
Email: Taylor@VentureMortgages.com
Instagram: @VentureMortgages
Website: www.VentureMortgages.com
 
Matt Glen
Email: Matt.glen@century21.ca
Instagram: @mattglenrealestate
Website: https://mattglen.ca/ 

7: Matt Gratton

Episode 7: Need a home inspection during your due diligence period. Call A Buyers Choice with Matt Gratton. He tells us his story from snowboarding, to journeyman, to home inspector and more. Migrating out west all while having an investment property in the parriers. 
 
Matt Gratton
Email: matt.gratton@abuyerschoice.com
Instagram: @matt.inspects.abuyerschoice
Website: www.abuyerschoice.com 
 
Taylor Atkinson
Email: Taylor@VentureMortgages.com
Instagram: @VentureMortgages
Website: www.VentureMortgages.com
 
Matt Glen
Email: Matt.glen@century21.ca
Instagram: @mattglenrealestate
Website: https://mattglen.ca/

6: Emily Zurrer and Becca Glen

Episode 6: Matt and Taylor try to bring their “A” game to keep up with their toughest critics, their wives.  They discuss their origin stories, how they met each of us, how much they love wine and their own real estate journey’s. Becca breaks some news, talks about her career in early child education and our harrowing renovation stories.  Emily looks back at her professional soccer career and what came next! 
 
Emily Zurrer 
Email: emily-zurrer.c21.ca
Instagram: @emilyzurrerrealestate
 
Taylor Atkinson
Email: Taylor@VentureMortgages.com
Instagram: @VentureMortgages
Website: www.VentureMortgages.com
 
Matt Glen
Email: Matt.glen@century21.ca
Instagram: @mattglenrealestate
Website: https://mattglen.ca/ 
 

5: Stefano Pannu

Episode 5: Today we touch on how important it is to have a financial planner as part of your team. Stefano shares some very useful information about investing, life insurance policies, Health savings accounts, and more! Self employed or just looking to build generational wealth… you don’t want to miss this. 
 
Taylor Atkinson
Email: Taylor@VentureMortgages.com
Instagram: @VentureMortgages
Website: www.VentureMortgages.com
 
Matt Glen
Email: Matt.glen@century21.ca
Instagram: @mattglenrealestate
Website: https://mattglen.ca/ 
 
Stefano Pannu
Email: stefano@noblepannuwealth.com
Instagram: @noble_pannu_wealth
Website: www.noblepannuwealth.com

4: Allison Swanson

Episode 4: Our very own Kelowna investor, COO at Social Media Tech Company, and mortgage broker, gives some tips on how to have a work life balance. Create an online social media presence for not only finding new clients but providing value to existing ones. And gives some tips you won’t want to miss for local places to check out in the Okanagan. Looking forward to having Allison back on soon!
 
Allison Swanson
www.allisonswanson.ca
@mortgagesbyallison
allison.swanson@mortgagepal.ca
www.thebrokersocial.com
@thebrokersocial
 
Taylor Atkinson
Email: Taylor@VentureMortgages.com
Instagram: @VentureMortgages
Website: www.VentureMortgages.com
 
Matt Glen
Email: Matt.glen@century21.ca
Instagram: @mattglenrealestate
Website: https://mattglen.ca/ 

3: Market Update and Look Ahead at 2023

Episode 3: Matt and Taylor discuss the desired “Soft Landing” and if and how we get there.   Since they know the Bank of Canada relies heavily on their opinions, we have some advice for them, like longer amortizations for mortgages or giving first time home buyers a discounted interest rate to make it easier to get them in the market.  They also discuss some of the new rules that came in the new year and what effects they will have on our market.
 
Taylor Atkinson
Email: Taylor@VentureMortgages.com
Instagram: @VentureMortgages
Website: www.VentureMortgages.com
 
Matt Glen
Email: Matt.glen@century21.ca
Instagram: @mattglenrealestate
Website: https://mattglen.ca/

2: Matt Glen - Award Winning Realtor, Investor and Now Podcast Host

Episode 2: Todays episode is an introduction to one of the co-hosts, Matt Glen.  Matt spent his twenties working all over the province as a telephone lineman and technician.  He always knew real estate was going to play a major role in his future.  While he owned his own home, downtown Kelowna, actively investing in real estate didnt start until 2018.  After that, his mindset shifted and it was all real estate, all the time for him.  He got his license to sell real estate at the turn of the decade and hasnt looked back.  He has since won multiple real estate awards and bought, renovated and sold more investment properties.  Matt has been happily married to Becca Glen for over 10 years and has a son on the way in April.  He cant wait,  maybe a future guest on the show?  He hopes you come along for the ride while we interview local professionals, realtors, brokers and anyone influential in the local Kelowna community.
Taylor Atkinson
Email: Taylor@VentureMortgages.com
Instagram: @VentureMortgages
Website: www.VentureMortgages.com
 
Matt Glen
Email: Matt.glen@century21.ca
Instagram: @mattglenrealestate
Website: https://matt-glen.c21.ca/