Voted Best Young Mortgage Broker and Professional in Canada in 2023 by CMP, Jordon's clients mean everything – from the first call, email or walk-in; she cares. 

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Jordon brings her experience as the Lead Underwriter with the Home Trust Team and her Business Manager Financial Services diploma from Humber College to the position of Lead Mortgage Agent. 

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Jordon is exceptionally proud of the process she has created to enhance Customer Care, guiding you simply through every step. Celebrating when the transaction is complete. And following up because things constantly change. 

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Through all of Life's Moments, we're here to help you achieve your financial goals.

Donna is an ambassador in the financial solutions industry. She is an advocate for change and a community leader. If you want anyone in your corner, it’s Donna. She will tirelessly educate her clients and the community, from children to seniors, because the more people know, the more empowered they are to make decisions that will lead to financial success. 

Your success is our success.

Located in Owen Sound, Ashlee excels at customer service and flexibility. She grew up in a family of builders, developers and entrepreneurs, so she is keenly attuned to her customer’s needs, most times before they know it themselves.

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Ashlee has a Marketing and Small Business Management diploma, with eight years of serving customers' needs in the Grey-Bruce area with BMO Bank of Montreal. While there, she realized there were better options for her clients as a Mortgage Broker. And she was right.  9 years later and with many awards recognizing her accomplishments, every time she helps a customer, she is reminded of why switched sides.

Who better to help with your Life Moment?

Michele is committed to helping everyone achieve their financial goals.

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She understands that everyone has experienced Life Moments at one point or another.

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This empathy has fine-tuned her listening skills, allowing her to understand her client’s needs without judgment.

Michele uses this superpower to get the best financial solution for their goals. Whether it’s their dream of renting, buying their first home, or finally getting a long-awaited vacation home.

It’s no wonder the community has recognized Michele’s commitment, earning her awards for her dedication and performance.

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Who better to help with your Life Moment?

Andrea is proud to be active in her community Owen Sound. She organizes and manages fundraising events for school and youth sports. In addition, she manages baseball and hockey minor league events.  Andrea also donates to breakfast clubs. Her community is her passion.

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Andrea is kind, giving, warm-hearted, passionate and the glue that holds everyone and everything close to her together. She extends these qualities to her clients; as a result, she is an agent you can be authentic with and trust. 

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Who better to help with your Life Moment?

With nearly a decade of experience in the mortgage industry, Brenda is a dedicated Level 2 Mortgage Agent passionate about guiding clients through every step of their financial journey. From first-time homebuyers to seasoned investors or those looking to refinance, she takes pride in creating personalized solutions that fit each client’s unique goals and lifestyle.

Brenda’s commitment and care have been recognized by the community, earning her the Platinum award in the 2023 Simcoe County Community Votes and the Gold award in 2024—honors that highlight both her expertise and the meaningful relationships she has built.

Beyond her work, Brenda gives back through the Girls That Give Charity (Barrie chapter) and, alongside her husband, supports local causes with the Barrie Hunters and Anglers Conservation Club, promoting responsible environmental care.

Who Better to help with your Life Moments?

Katie is our dedicated Mortgage Underwriter, committed to ensuring every client application is reviewed with the highest level of accuracy, care, and compliance. With a meticulous, client-focused approach, she carefully evaluates documentation and supports each file throughout every stage of the underwriting process. Katie’s previous experience as a Mortgage Agent adds to the attention to detail and clear communication to help create a smooth and transparent experience, allowing clients to feel confident and supported as they move toward achieving their homeownership goals.

Nicole is truly the sun on a cold winter day. As the lynchpin of our team, she ensures every financial solution transaction is organized and running smoothly from start to finish. She is always happy to assist clients in obtaining necessary financial documents and provides timely updates on the progress of each transaction.

Nicole also plays a key role in keeping our lawyer and realtor partners informed along the way. With her mastery of technology and process, she excels at everything she does.