Clear Trust Mortgages

Clear Trust Broker’s Recognized as CMP’s Rising Stars 2020

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We would like to congratulate some of Clear Trust’s top brokers that have been recognized as CMP Rising Stars 2020. Clear Trust’s brokers made up 8% of the brokers recognized and we want to congratulate Janice Lee, Daniel Finkelberg, Paul Occhuito and Vincent Tong.

Read about our Rising Stars in this month’s issue of CMP:



Daniel Finkelberg started his mortgage career three years ago when he began working at a major Canadian bank as a mobile mortgage specialist. When he surpassed the goals and expectations he had set for himself, he decided that mortgages were his preferred path.

After being nominated for Rookie of the Year and being part of the top 100 mobile mortgage specialists at the bank, Finkelberg joined DLC Clear Trust Mortgages in 2019. There, he began building upon his existing clientele and further developing his career as a mortgage agent. Since joining the Clear Trust team, he has received several accolades from the company.

Finkelberg is actively working to build a team of young, like-minded individuals. “I am coaching them and tutoring them and once they are licensed, my team and I help train them and familiarize them with the industry,” he says. “I’ve learned that there is a custom lending solution for everyone who is seeking financing. Adapting to the mindset that we can help everyone has really allowed me to open up to a much larger audience.”


As newly appointed principal of Signature Mortgages, a division of DLC Clear Trust Mortgages, Vincent Tong is focused on further expanding his management skills and uplifting his team members amid the current economic uncertainty. A three-time member of this list, Tong knows that proper education and guidance are necessary when underwriting mortgages for clients, and he applied that knowledge when training brokers new to the industry.

Tong has consistently been a top performer as DLC Clear Trust Mortgages and has ranked in DLC’s month Top 50 for the pst three years. “My goals are to maintain a high level of service for my existing clients while simultaneously ensuring the cumulative success of my team members in their years to come,” Tong says.

Citing his mother as his inspiration for joining the industry, Tong says she has offed invaluable insight and guidance throughout his career. “Without her mentorship, there is no doubt that I would have not see this level of success so early into my career,” he says.


Janice Lee moved into the broker channel after spending 12 years working at a major bank and is currently the principal broker and managing partner for DLC Clear Trust Mortgages’ Toronto office. “i take pride in what I do, whether it’s growing and managing our team or helping my own clients with their financing,” Lee says. “My secret to success is that I genuinely love what I do. It’s become a part of my lifestyle, not just my job or a career.”

For the past few years, Lee has juggled opening the DLC Clear Trust Mortgages office with helping her clients with their mortgage needs and being a new mom – not an easy undertaking, but “all worth it because I want to show my daughter that with hard work, anything is possible,” she says.

In that vein, Lee says that while there are already many strong women in the industry, she hopes to see even more in the near future.. “I want to help empower other women – especially working moms – to be leader in an industry that is mainly male-dominated,” she says.


Prior to joining Clear Trust Mortgages as a managing partner, Paul Occhiuto spent 15 years working for TD Canada Trust in a variety of roles, including retail banking, recruitment, product management and financial advice. During his time as a financial advisor, Occhiuto began doing home financing. This “ignited a passion which led me to join the real estate secured lending group, where I focused on pricing and marketing our mortgages,” he says.

From there, Occhiuto became a regional sales manager, leading a group of 25 mobile sales mortgage specialists for four years before joining Clear Trust. “Helping clients achieve their home financing goals is my inspiration and passion,” he says. “My goal is to build off the Clear Trust culture and create a new standard in the mortgage brokerage world, where we provide supportive and progressive coaching to help develop our agents to become more successful. The vision is to turn Clear Trust into the most successful brokerage in Canada”