Helping Families #LiveBetter
Simcoe County’s Largest Mortgage Broker
At The Mortgage Wellness Group, we’re a team of independent mortgage experts. That means we don’t work for any bank or lending institution. We work for you.
We know…one size doesn’t fit all. Your mortgage needs and your situation are as unique as you are. As mortgage brokers, we have access to hundreds of mortgage products from all kinds of financial institutions. We ‘shop’ for the best rate and the best terms…so you don’t have to.
Meet The Family
With many years of mortgage experience our team has what it takes to help you with your mortgage related needs. See what real experience and know how can do for you.
Nick is passionate about real estate. Like many people, though, he knows first hand that buying a home can be an overwhelming journey. Clearly, there’s a lot at stake. 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. Today, Nick’s vision has been brought to life. 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. He’s excited to show you why!
Principal Broker & Managing Partner
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’s primary role is to provide support and training for our external group to ensure that they deliver the same high quality service that our local customers enjoy. 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.”
Roger L’Ecuyer, Broker
External Team Operations Manager & Partner
Nancy is our Office Manager, but what that really means to us is the glue that holds the family together! Since starting the The Mortgage Wellness Group with her husband and father-in-law she has filled in as several roles when needed, and that is still very much the case today. She is able to jump in and make sure our clients and team are taken care of, welcomed into an organized and friendly environment, and keeps our office looking beautiful!
Nancy is a busy mom of two and has a background in veterinarian studies. She can often be found enjoying everything our beautiful community has to offer, especially the slopes in the winter!
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.
Kristin Clemente, Agent
Kerri is our Manager of Client Services who supports our valued clients through the entire process. You can count on her to answer your questions, connect you to the experts and congratulate you on milestones! She ensures our clients have a seamless experience. Kerri lives our mantra of “helping families live better” by ensuring every step is supported by communication, clarity and comfort. She draws from her background in Human Resources and Recruitment to connect clients with the right member of our team to achieve their goals. Outside of work you can find her enjoying her 6 grandchildren and the blessings of a tight-knit family.
Kerri L’Ecuyer, Agent
Say hello to Charmaine our Mortgage Planner whose approach brings a new dynamic to Mortgage Wellness clients. With a background in customer service, adult education and personal finance, Charmaine knows how to work with clients on building their own knowledge base while accessing the best products. As a Qualified Associate Financial Planner, Charmaine assists Mortgage Wellness clients in achieving their financial goals no matter their starting point. She offers clear guidance and an organized approach to take the stress off of clients and provide seamless service. Her mission is to access exceptional products for her clients and pass on key knowledge to help them expand their own understanding of the process.
Meet our multi-talented Mortgage Planner, Kayla. Mortgage Wellness welcomed Kayla with 10 years of experience in real estate bringing a valuable perspective to the team and their clients. Kayla has a unique understanding from all sides of a real estate transaction; she knows how timelines, documents and processes work for realtors, has felt the stress of purchasing as a buyer and knows what it takes to provide the best service as a Mortgage Planner. What does this mean for her clients? Kayla ensures she updates everyone before they have to ask and keeps clients informed on timelines and details with an insider’s perspective – this makes for a clear and seamless experience.
Kayla Faria , Agent
Say hello to Jodi, a Mortgage Planner who knows what really matters to her clients. Jodi comes with a background in debt consolidation and credit repair giving her a unique perspective on goal setting and lifestyle planning. When a client comes to Jodi she wants to look at the big picture and get to know your long term goals. She also has a knack for showing you what your plan looks like on a month-to-month basis and optimizing your finances so that you see the short and long term benefits of our products. When Jodi joined Mortgage Wellness she came excited to offer personalized service focused on the success of her clients and to make an impact beyond just mortgage approval.
Jodi Murray, Agent
Ainsley comes to Mortgage Wellness with a knack for making complicated processes seem easy, and as a Mortgage Planner this could not be more valuable. An international background of communication and project management gives Ainsley the ability to uncover the core needs of her clients and come back with the best options. She prides herself on making the process stress free by researching and identifying the best products (even when confronted with barriers) and presenting them in a clear and transparent way so her clients feel confident and happy with their selection. Her measure of success – when clients leave her office saying “wow, that was easy”!
Ainsley Crombeen, Agent
Meet Abby, our Client Service Administrator and likely the first smile to welcome you at Mortgage Wellness. When you need to connect with someone at our office Abby matches you with the right team member to answer your questions, meet your specific needs and make you feel at ease. With 20 years of experience in the finance industry, Abby knows that sometimes clients are nervous, have complicated questions or need quick information and she knows just what to do for every one of them – even if it is as simple as showing our littlest clients where the good snacks and toys are!
Client Service Administrator
Our Mortgage Planner Natalia comes to Mortgage Wellness with a variety of unique skills and experiences that provide clients with something extra special. Having been with Mortgage Wellness since 2016, she exemplifies the family-oriented, supportive and dedicated qualities that make the office so welcoming. With a background in insurance, Natalia was looking to make more of an impact with her clients and found the mortgage industry. Natalia has built her career on providing great, up-to-date advice that she offers in both English and Spanish. Natalia loves working with all types of clients, but she gains the most excitement advising first time buyers as they navigate a new milestone and gain new knowledge.
Natalia Capano, Agent
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. While her main focus is to keep the team organized behind the scenes, helping our clients have a positive experience every step of the way is her goal. When Nicole isn’t keeping up with her busy young family, she enjoys participating in community events and enjoying Barrie’s beautiful waterfront.
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. He knows that each of his clients come with families, past experiences and dreams and makes it his first task to provide personalized service that recognizes the journey that brought you to his office. He provides options as well as advice best suited to your needs in a clear and user-friendly format. 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.
Mike Moore, Agent
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. Building a relationship with her customers is top priority. She listens to her client’s unique challenges and goals, and then crafts a financial plan to
support their vision. Shawna’s wealth of experience in customer service, marketing, advertising and sales equip her to work hard so you don’t have to. As a military spouse and mother of two young children, she knows that life can sometimes take you by surprise; her clear advice and expert service ensures that your mortgage does not!
Shawna Harrison, Agent
Pros Working For You
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The TEAM at Mortgage Wellness has help our family #livebetter through the transitions of 3 homes. From initially helping us purchase our starter home, the team at Mortgage Wellness helped better understand our options, develop a plan and we always felt they had our best interest at heart. Within a few short years our family had grown and we were in a position to turn our first home into a investment property and purchase a bigger home as we needed more space for our children. Just recently we made the decision to relocate to northern Ontario. With that involved selling our rental property and our home all while purchasing a new house miles away. It was a lots of moving parts however the Mortgage Wellness team again came to the table with sound advice and solutions to help our family get to where we needed to be.... Home with our family. I highly recommend you give them the opportunity to earn your trust. You will not be disappointed.
I would like to send a massive thank you to Mike Moore for all of your hard work and outstanding service. I truly appreciate your patience, honesty, thorough explanations and perseverance in securing my mortgage. My extended thanks to your wife and beautiful boys for being available 'after 5' and that meaning time away from them. You sir are a CHAMP at making miracles happen. I am proud to call you my mortgage agent and will be recommending you and The Mortgage Wellness Group to anyone and everyone I can in the future. An additional thank you to Abby who deserves serious recognition. From the initial email of being referred to your firm, up until meeting Mike.....any questions were encouraged, answered in detail AND clarification was given when my brain confused things! The transition to my first appointment with Mike went flawlessly. Thank you isn't enough Mike for making my dream of homeownership come true!
Working with Mike Moore at mortgage wellness has been and is continuing to be a stress free experience. Mike has taken the time to answer all questions and fully explain everything that is needed, taking all the time I need. I do not feel rushed or tricked into agreeing to or signing anything. He is always searching for the best deal for me, even after he presented an offer to us we accepted; he didn’t settle; he came back to us with an even better offer he received on our behalf! With no working knowledge of mortgages, I feel that Mike has made sure I am fully educated on what I am agreeing to. I will absolutely be back to re-mortgage!
As owners of an International business and working with international currency, securing a domestic mortgage through traditional means, and at favorable rates, can be a challenge for us in the past. Nick’s team at Mortgage Wellness have been amazing to work with, offering incredible service from start to finish. They’ve provided two mortgages for us so far, and have even come in under bank rates! We highly recommend the Mortgage Wellness team.
3rd time's a charm! I have worked with Nick and his team on three separate occasions now, and I have enjoyed the experience each and every time. Natalia is incredible at what she does; from working with the lenders, to simply following up with me to make sure that I am properly informed throughout the entire process. Working with Mortgage Wellness is like working with friends, and I would highly recommend them to anyone that I know.
Roger L'Ecuyer from Reverse Mortgage and the Mortgage Wellness Group is a great guy and a straight shooter when it comes to providing information and helping you with your mortgage. I especially like how Roger relates to seniors who want to stay in their homes with his innovative reverse mortgage product that allows them to eliminate mortgage payments and increase their cash flow, all while continuing to live in the home that they love. His patience, knowledge and warm personality make him a delight to work with. Highly recommended!
I have dealt twice with Mortgage Wellness and have been more then happy each time with the professionalism and knowledgeable approach to seeing that my mortgage needs were taken care of each time. Jodi Murray took the time explain the best course of action on how to set up my mortgage so that it made sense present day and left me with a plan for the future. She went out of her way to see that my mortgage closed via a Law firm that wasn't exactly a great pick on my part. Friendly service and great outcome, I will be back to Mortgage Wellness without a doubt. Thanks!
Our experience with Shawna Harrison, at Mortgage Wellness was excellent. Shawna was knowledgeable and professional in every aspect of our dealings with her. She continuously communicated with us at every step and explained the process to us. She responded quickly to our questions and concerns through email or by phone. Shawna never gave up with the challenges that our situation presented her. She dug her heels in deep and successfully obtained the mortgage that we needed. We will highly recommend Mortgage Wellness to anyone in the future and we will definitely contact Shawna if we need the services of Mortgage Wellness. Very much appreciated, Cathy and Allan Downing
Mike was extremely helpful from start to finish on helping me get a mortgage at the best rate. Unfortunately, the lender with the best rate was not able to deliver on time, however, Mike worked with me to make sure that we had a backup plan in place. Mike acted as more of a friend than a broker and just that extra time and attention at this point in my life made the whole process so much easier. Thanks Mike!
From the first meeting we had with Shawna Harrison we knew we would be in good hands. My boyfriend and I were first time home buyers with no clue what steps to take and a million questions. Shawna was patient, kind and extremely knowledgeable. She was fast at replying and was available anytime day or night. She took away any concerns or worries we had and made the whole process extremely easy. My boyfriend and I have now lived in our house for just under 2 weeks now and she is STILL helping to answer questions. I could not recommend Shawna enough. She is an absolute gem and an all around pleasure to work with.