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It Happens Magazine - The Holiday Issue!

Keeping the magic alive this holiday doesn't have to cost you a fortune. In the first issue of It Happens, we're uncovering how to avoid post-holiday debt, considerations for your upcoming mortgage renewal, and how to best use an early inheritance. All this and more. Get your copy today.

Download your free copy

About Us

About Us

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Your First Home:

Saving money for your deposit or down-payment.

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Prospering Through Pets and Kids:

Activities, trips and school.

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Cohabitation Complications:

Separations. Divorces.

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Fulfilling your purpose:

New careers.

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4-Stages Of Retirement:

Pre-Retirement, Post Retirement, Credit Management.

Whatever your moment is, we will help you with the best possible care. We educate you to make informed decisions. We guide you through every step of the process. We’re transparent in our approach. And we will get you the best possible solution for your specific financial needs. ­

Meet The Team

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Rising Star Banner Award 2023 CMP
jordon mullen

Jordon Mullen

Mortgage Agent Level 2

Mortgage Architects License # M17002124

The Georgian Triangle and Simcoe County

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. 

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. 

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. 

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

donna mullen

Donna Mullen

Mortgage Broker

Mortgage Architects License # M08005171

Brand Ambassador & Broker

Donna is an ambassador in the financial solutions industry. She is an advocate for change and a leader in the community. 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.

katie cambell

Katie Campbell

Mortgage Agent Level 2

Mortgage Architects License #12728

Clearview Township and the surrounding area

Katie has submerged herself fully in the mortgage industry and has quickly demonstrated her deep-rooted customer service skills. She actively listens to her clients and adjusts how she works to meet their needs. And when she sees a bump in the road, she quickly identifies and solves it.

Katie is the go-to agent for your challenging financial Life Moment. She cares and is empathetic, making a stressful situation so much easier.

As a community member for years, she thoroughly understands the region and brings this knowledge to everything she does.

Who better to help with your Life Moment?

ashlee beckmann-cunningham

Ashlee Beckmann-Cunningham

Mortgage Agent Level 2

Mortgage Architects License# 12728

Meaford, Owen Sound, Hanover, Walkerton, Port Elgin, KinCardine, and Gooderich

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.

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 Hall

Michele Hall

Mortgage Agent Level 2

Mortgage Architects License #12728

Barrie, Innisfil, Alliston, Orillia and NewMarket

Michele is committed to helping everyone achieve their financial goals.

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

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.

Who better to help with your Life Moment?

Andrea Bedford

Andrea Bedford

Mortgage Agent Level 2

Mortgage Architects License # 12728

Meaford, Owen Sound, Markdale, Hanover, Walkerton, Port Elgin, KinCardine, and Goderich

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.

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. 

Who better to help with your Life Moment?

Katherine Carter

Katherine Carter

Customer Care Specialist

Katherine is the sun on a cold winter day. She is the lynchpin of our team and is responsible for keeping the process organized and running smoothly for every financial solution transaction. Katherine is always happy to help clients obtain necessary financial documents and will keep you up-to-date on the status of your transaction.

 

Katherine is also responsible for keeping our lawyer and realtor partners in the loop as the transaction progresses. She excels at everything she does. She is a master of technology and process and stays current on all financial industry information.

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Education

We educate to empower informed decisions.

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Community

When we lift up our community, we all win. Not a day goes by that we don’t do our part.  

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Accessibility

Everyone should have equal access to financial solutions.

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Environment

We are interconnected with the environment. When we protect it, we are protecting one another!

We Believe In...

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