at 35 Worsley Street, Suite 201, Barrie, L4N 1L7 Canada
At The Mortgage Wellness Group, we have developed a unique and specialized approach in dealing with a client's mortgage needs. We are an experienced, award winning team dedicated to ensuring our client's needs are met and their expectations are exceeded.
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Meet Nick Nick is passionate about real estate.
So when Nick became a Mortgage Broker, he imagined starting a different kind of mortgage brokerage – one that would provide a smooth and stress-free mortgage-buying experience.
He is the founder and Principal Broker of Mortgage Wellness, an award-winning Mortgage Brokerage based in Barrie, ON – the largest Mortgage Broker in Simcoe County and one of the largest mortgage brokerages in Canada.
Meet Roger A founding partner with his son, Nick and now manages the brokerage’s external team of Agents and Brokers.
The external team of agents and brokers are located across Ontario in some of the larger markets.
Roger thoroughly enjoys engaging with our external team and their customers to provide the best mortgage products at competitive rates.
For Roger “It’s all about the experience we can deliver to new home buyers and customers looking to improve their mortgage product.”
Meet Nancy Nancy is our Office Manager, but what that really means to us is the glue that holds the family together!
Meet Kristin Kristin is our Branch Manager and team leader; she brings a passion for the type of outside-the box thinking that offers Mortgage Wellness clients an alternative to mainstream financial institutions.
She knows that there is a creative solution available for every situation and works with the team of Mortgage Planners to make certain that each client is given options.Outside the office, Kristin is leading another dynamic team as she races between activities with her two children; a reality that she credits for her ability to understand her clients as families just looking for a way to manage and invest in their goals, much like her own.
Meet Kerri Kerri is our Manager of Client Services who supports our valued clients through the entire process.
Meet Shannon When Shannon isn’t running one of her three girls to dance, cheer, or gymnastics classes, she is busy keeping the Mortgage Wellness numbers picture-perfect!
Meet Gary Gary enjoys finding creative solutions for his clients based on their individual needs.
Meet Nicole Nicole joined the Mortgage Wellness team in 2015 and brings with her over ten years of customer service and administrative experience, including several years in a busy local Real Estate office.
Nicole works as our Compliance Officer and provides support to our Mortgage Planners.
Meet Donna Donna joins our dynamic team with 30 years of experience in the financial service industry.
Meet Mike Mike joined Mortgage Wellness after 10 years in the banking industry which allows him to truly understand that many clients are seeking a fresh approach to mortgage services.
Mike is a car enthusiast who is very family orientated and when he is not in the office, you can find him spending time with his wife and three busy young boys.
Meet Shawna Shawna understands that mortgages are about much more than buying a home; they are the key to realizing your dreams and unlocking your best future.