Kelowna Real Estate Podcast
Welcome to The Kelowna Real estate Podcast. With your hosts, award-winning Realtor Matt Glen, & top-producing Mortgage Broker Taylor Atkinson. Professionals in the industry, enthusiastic entrepreneurs, & successful investors, we’re transparent in our own real estate journey to help you be successful while bringing on guests who shape the city.
Listen on:
Episodes
Monday Apr 10, 2023
Monday Apr 10, 2023
Episode 12: Today we get to know Caitlin Kessler, a local of Kelowna and lawyer at Pushor Mitchell LLP. Caitlin was one of the first to obtain a Bachelor of Legal Studies (Paralegal) Degree in British Columbia. She worked for several years as a paralegal at Pushor Mitchell, but was always interested in learning more and taking on more responsibility. In 2021, Caitlin graduated from law school and now practices in the areas of estate planning and administration, real estate development and business law. Caitlin is thankful to be practicing in Kelowna with the variety of clients, innovative ideas and new projects happening here. And, of course, the fact that at the end of the work day, she can walk down to the beach for a swim in the lake or catch a sunset hike with her husband, Jesse, and their kids.
Special note as per Taylor’s promise - COCKTAIL FLIGHTS @ www.officebrewery.ca
The Winter Survival Flight - $19
Our famous 4x 5oz flight of cocktails, including:
Spicy Pineapple Margarita, Blueberry Mint Lemonade, Guava Lime Spritz, and Creamsicle
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/
Caitlin Kessler
Email: kessler@pushormitchell.com
Website: https://www.pushormitchell.com
Monday Apr 03, 2023
Monday Apr 03, 2023
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
Monday Mar 27, 2023
Monday Mar 27, 2023
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
Monday Mar 20, 2023
Monday Mar 20, 2023
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
Monday Mar 13, 2023
Monday Mar 13, 2023
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/
Monday Mar 06, 2023
Monday Mar 06, 2023
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/
Monday Feb 27, 2023
Monday Feb 27, 2023
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/
Monday Feb 20, 2023
Monday Feb 20, 2023
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
Monday Feb 13, 2023
Monday Feb 13, 2023
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/
Monday Feb 06, 2023
Monday Feb 06, 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/