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
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I have worked with Roger over the years and he is always a pleasure to be around. Professional, witty and always willing to go above and beyond. I would recommend anyone go and talk to him about refinancing or a reverse mortgage. If anyone can help you, this man can!
Jodi has been fantastic through our process of attaining a rental property. She is very knowledgeable and very accommodating. Wouldn’t recommend anyone else when you’re acquiring financing to purchase your next home! Jodi has gone out of her way to help our family achieve our dreams and we are so thankful for having her as a contact.
We decided to try using a broker when our mortgage came up for renewal. We have nothing but great things to say! It was a more personal experience with a lower rate than the big bank we were with could offer! Shawna was very knowledgeable and was always available to answer our questions. The transission was smooth and actually quite easy. We will be using Shawna for all our future mortgage needs. Highly recommend!
We had an excellent experience working with Shawna at Mortgage Wellness. Shawna stayed on top of us for necessary paperwork to make sure all the details were handled long before the date of our closing and helped to avoid any last minute stress. The follow through after we closed our property was appreciated and a nice touch!
I had a great experience with Mike and the Mortgage Wellness team. I had a number of conditions and Mike met them all and then some. We ended up with pretty much the best rate on offer right now. Mike also had real helpful advice on everything related to purchasing a property and had a number of great people he could refer me too. Some of which I used. I would highly recommend giving Mike and the Mortgage Wellness Team a call. Thanks a Million Mike and all at Mortgage Wellness. Rob
Mike Moore was the best Mortgage Broker! He was very personable and easy to work with. Mike was always ready to answer any questions Kyle and I had about the Mortgage process. I would suggest him to anyone who is looking for someone who's there to help and has a fantastic sense of humor! Thank you for all that you did for me and Kyle! You are the best!
As a real estate agent I have had the opportunity to work with many different mortgage brokers but I have have never worked with someone as knowledgeable as Kristen Clemente. We recently purchased a new home and Kristen was there every step of the process. Her guidance and compassion and knowledge was beyond compare. The follow up was second to none and the rate was unbelievable. Thank you Kristen for the best follow up I’ve ever experienced.
The Mortgage Wellness Team is well positioned in the market place to service the needs of even most complicated mortgage demands. I have successfully recommended them on several occasions to my personal friends. The options available through a mortgage broker like Nick and his team will practically guarantee you the best deal in Simcoe County.
Thank you Kerri and MW team! In these uncertain times, Kerri answered my questions and call right away with some great advice that helped ease our minds. We've been customers with MW for two homes now and hope to be with them for a long time. Thanks again!
I was referred to Shawna at Mortgage Wellness by my realtor who had worked with her previously for her own mortgage. Shawna worked very hard with many different lenders to try to secure us a mortgage for a house we were interested in. Although we did get an approval, it wasn't what we were looking for interest-wise and Shawna also leveled with us and told us that it might be best for us to let the house we were looking at go and continue our search. Despite the hours she spent working on getting us a mortgage, she was very honest with us and we did move on in our search. When we found our current home, she had an extensive knowledge of which lenders would be likely to offer us a mortgage and who we could get the best rate through. She was able to get us several different options and we were able to choose the mortgage that had the best interest rate. We were able to accomplish all our financial goals with her help. She was in touch with us updating us late into evenings, on weekends and even on vacation. She was fast with communication and very honest. A great person and company to deal with!