Experience

The Mortgage Wellness Group

• Canada
• Financial Services
• 1 - 100 Employee

• Agent, Branch Manager

  • 2009 - Present

  I am the Branch Manager and team leader at The Mortgage Wellness Group; I bring a passion for the type of outside-thebox thinking that offers Mortgage Wellness clients an alternative to mainstream financial institutions. I know that there is a creative solution available for every situation and I work with the team of Mortgage Planners on making certain that each client is given an option. I also focus the team on efficient process and regular communication to ensure every client receives the same engaging and empowering experience.With 16 years of experience in the finance industry, I'm always on top of the latest trends, industry shifts and upcoming offers and I share this knowledge with my team to brainstorm the best ways to pass on the benefits to the client. As a staple to the Mortgage Wellness team, I have celebrated several years of award winning service that has been recognized with the title of Barrie’s Best Mortgage Brokerage. However, I feel that behind this title is the real reward: years of strong relationships with clients that credit Mortgage Wellness with helping them live better. Outside the office, I lead another dynamic team as I race between activities with my two children; a reality that I credit my ability to understand my clients as families just looking for a way to manage and invest in their goals, much like my own. Show less

• Licensed Mortgage Agent

  • Sep 2011 - Present

  When it comes to mortgage financing I can offer many advantages over banks, first and foremost being able to obtain a better rate for you! Banks have one rate to offer whereas here at The Mortgage Wellness Group I actually have 26 different lenders that I deal with. The Mortgage Wellness Group has recently won the title of Barrie’s Best Mortgage Brokerage and I am proud to be a member of their team. We have a great support team of underwriters and client care specialists here in the office and as a result I am able to provide my clients with quick turnaround times and exceptional customer service. Show less


Dominion Lending Centers
• Canada
• Banking
• Licensed Mortgage Agent

  • Apr 2009 - Sep 2011

BMO Bank of Montreal
• Marketing Services
• 400 - 500 Employee
• Assistant Branch Manager

  • Jan 2001 - Apr 2009