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.
Manager, Customer Service
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! Shannon ensures our commitment to excellence starts at the top. This “numbers gal” works hard to analyze, reconcile and optimize systems and procedures to provide the best support possible for her Mortgage Wellness family. When her smiling face isn’t in the office, you will likely find her taking in a concert, travelling the world, or hanging out with her two small wiener dogs: Frankie and Casey!
Manager, Finance & Operations
Building a home or looking for commercial lending? Kiersti has the most extensive knowledge of unconventional scenarios you have ever come across. She understands what our lending partners offer on an individual basis and knows that personalized service hinges on ensuring she finds one that will suit your needs and goals. Kiersti joined us in 2015 after leaving a long tenure in the banking system, and she truly understands the benefit a Mortgage Broker holds. Kiersti gets lots of practice finding solutions to new challenges and helping families live better, while raising two adorable puppies and finding time to camp with her family.
Kiersti Carbert, Agent
Gary enjoys finding creative solutions for his clients based on their individual needs. He understands that clients are in the midst of making significant financial decisions and rely on his advice to guide them through the options available. He always starts with outlining the client’s goals and exploring creative
solutions.With over 30 years of experience, Gary has made it his life’s work to match his clients’ goals with the financial solutions to get them there. He has helped his clients purchase dream homes, consolidate debt and restructure for next steps; each time finding fulfillment in seeing their dreams become a reality.
Gary Bovair, 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.
Donna joins our dynamic team with 30 years of experience in the financial service industry. She is very knowledgeable and passionately driven working with individuals who want to live better. Whether purchasing their first home, or refinancing to consolidate debt, she’s extremely skilled and understands
which products will suit specific needs.Donna loves to travel and spend time with her 2 grandchildren. With her strong background structuring mortgages, Donna is an ideal fit for your needs. Her experience and passion, amongst other things, has been paramount in her desire to help families realize their goals.
Donna Pollock, Agent
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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Feel The Love
My husband and I were beyond happy with the service from Mortgage Wellness, specifically Mike! He bent over backwards to help us with our mortgage. As first time home buyers, he walked us through every step and always maintained open communication. He was prompt to return phone calls/emails and always a pleasure to speak with. We can't thank Mike and the team at Mortgage Wellness enough and would definitely recommend!
Honestly such a great experience. Nick and Natalia were amazing at answering my questions. I was working with another broker who was difficult to get a hold of, so I called Nick and I am so glad I did. I will be recommending him to everyone I know. He helped me buy my dream home and the process was stress free. I would give him 10 stars if I could
My experience with Mortgage Wellness, and in particular, Mike Moore, was nothing but positive. This was my first time buying a home, and I felt supported, listened to, and encouraged throughout the whole process. Mike was aways available via email or the phone, and he went above and beyond to get me an amazing rate! I highly recommend working with Mortgage Wellness.
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!
As first time home buyers my Husband Trevor and I would like to thank Shawna Harrison with the Mortgage Wellness team! Shawna has gone out of her way to ensure that our home buying experience was as seamless as possible. She has educated us and provided support over the past three years leading up to completion of our new construction home. Shawna not only adapted to our changing situation such as the government implemented stress test. She has guided us with a wealth of knowledge and has truly made us feel like we understand the entire process of our mortgage approval. Shawna has always made us feel like we are a priority with responding to us quickly via phone or email. We would highly recommend Shawna or her team at Mortgage Wellness. We can't thank you enough! Brittany and Trevor
Real professionals! Real advocates! Nick and his team have helped us on several occasions. Each time they've knocked it out of the park. They listen, assess our situation with care; and always find a solution that works and provides us with the greatest savings. The communication is fantastic; keeping us informed every step of the way. Their super-high rating is no surprise to me all all.
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!
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!
Shawna has helped my family with the refinance of their home. She did an exceptional job at explaining everything and sticking with us from start to finish. She answers emails almost right away and returns phone calls. The process was quick and easy. We look forward to being long term clients with all of our mortgage needs.
Mike was amazing to deal with. I felt confident with my decision to call mortgage wellness from the first conversation. I had been carrying excess debt and paying high interest. Honestly was embarrassed that I had the debit I did. Mike made me see there was a better way. He also gave me the reassurance it will all work out to my advantage. Though I was nervous about refinancing, Mike assures me he would work very hard to get me the best rate on the new mortgage. HE DID! I am so happy and have a little left to do some small home improvements. Mike from the bottom of my heart thank you for everything.