Mortgage Wellness

There is a reason these guys are the largest brokery in Simcoe County. Simply put they keep the customer and the customers goals at the centre of everything they do. This level of care is felt through the entire process and well after the transaction is over. I’ve had the pleasure working with Shannon, Nick, and Kristin on a number of personal transactions and I’ve also referred dozens of my own clients to them, all of which have been amazed by the level of care and attention to detail they received. If you’re looking for assistance with commercial or residential lending in Simcoe County or beyond, Mortgage Wellness would be my first call.

Tarah was very helpful in securing a mortgage for our first home. She responded very quickly and gave us updates in the process as soon as she had them.
Even when surprises arose she was able to work with us to find a reasonable solution.

Not only was Mike Moore helpful, he went above and beyond to meet our needs. This part of the process was the least stressful of the whole buying/selling experience.

My husband and I would like to thank Shawna Harrison for assisting us with our HELOC. We found Shawna to be professional, knowledgeable and honest. She made the application process as seamless as possible. We would definitely recommend her to our family and friends.

My husband and I were lucky to have the help of Roula Filice from the Barrie office. We could not be happier with the level of service we received. Roula was always a text or phone call away during the whole process which can be so stressful, especially right now. She made everything move seamlessly and quickly. She was extremely patient and kind, with all of our questions, and any worries that popped up throughout the process. When it’s time for us to renew we will absolutely be using Roula and this office again.
Thank you Roula!

Excellent job from Mike helping us through the whole mortgage process. My brother and I are first home buyers and had minimal knowledge of what to do. Mike was ready to go with all kinds of information along with several tips and tricks. Thank you Mike!

Thank you Mike and the mortgage wellness team for supporting us along our journey to acquiring our dream home. Mike was helpful, kind and thorough. He took the time to make sure he understood our needs and was fully capable and willing to answer every question we had (I had many). By being realistic and proactive from the start, Mike made the process as seamless as possible. I can’t thank him enough for being by our side each step of the way. It felt like he was apart of the family. I would highly recommend his services.

I would highly recommend Mortgage Wellness and Shannon Houde for great customer service and expertise. Shannon went above and beyond making my experience in obtaining a mortgage seamless, organized and easy to understand. Shannon would call or message me with any update, big or small, it was nice to always be informed and feel at ease. Thank-you Shannon!

I was referred to Shannon at Mortgage Wellness back in 2022 and as a first time home buyer she was amazing! She answered my questions, was patient and understanding with me when I needed more clarity on things. She was thorough and quick to respond in communications. I highly recommend working with Shannon. Thank you again!

Shannon is beyond amazing went the extra mile for us if anyone needs a mortgage broker we highly recommend her to anyone. Thanks for everything you did for us. We truly appreciate it.

We worked with Vicki Jones- she was amazing. We were first time home buyers with an unusual situation as we already found the house/property of our dreams- my family farm. She needed to find us a lender who was willing to work with on in the property. She was so patient with us and kind. She walked us through all the steps and helped us in any way she could. 10/10, five stars!

Charmaine is honest, precise, and easy to talk to. She explained everything and answered all our questions without reservation. She also helped us save a loads of money with the options she gave us. We really appreciate her efforts, and enjoy her courteous and professional service.

Shannon was a very supportive member of our real estate journey. From a few conditional offers that fell through to our final purchase, she kept us informed and was positive all the way. Five stars are not enough!

We had a fantastic experience working with Mortgage Wellness and especially Shannon on our mortgage. Highly recommend!

After getting terrible service trying to renew our mortgage with the bank that has held it for 20 years, we turned to Mortgage Wellness and WOW! VICKI JONES is absolutely amazing. She took great care of us, was very responsive to our questions and needs and found us a product that is absolutely perfect for our lives. We couldn't be more thankful!

Roger of Mortgage Wellness is fabulous. He was so helpful in providing information to my mother about her options with her mortgage moving into retirement. I can’t recommend Roger and Mortgage Wellness enough!

This 500th reviewer is keeping the 5 star rating going strong for Mortgage Wellness because of Mr Mike Moore. Mike provided professional and personal service from the start and always had my best interest at heart. He was in contact with me on numerous occasions to keep me up to date with the progress. Most definitely would recommend Mortgage Wellness for your financial needs! Thank you Mike!

Nick and Tarah have been fantastic throughout this entire process. EXCELLENT communication and top-notch service. I couldn’t have asked for a better team! Most highly recommend.

Scott was absolutely wonderful to work with, and carefully walked me thru each step of the mortgage process. I highly recommend working with Scott!

We worked with Theresa to secure the mortgage for our first home and I can't recommend her enough! Theresa provided excellent recommendations and was always available to answer our questions. She found us the perfect mortgage at a great rate and walked us through every step of the process. As first time home buyers I was prepared for this to be a very stressful process but Theresa made sure it was smooth sailing. Thanks again!

I would recommend Mortgage Wellness to anyone wanting excellent customer service! We worked with Shannon to buy our forever house and sell our starter. She always answered all our questions no matter how big or small and helped us feel at ease through the whole process.

Amazing experience. Charmaine helped me get a credit line on my house in order to buy a cottage. Her knowledge is outstanding. Couldn’t have done it without her.

Nick’s team is amazing. Scott helped me thoroughly during my mortgage renewal process. This was my second time using Mortgage Wellness and it will not be the last. Thank you so much Nick, Scott & the Mortgage Wellness team.

We would highly recommend Mike at Mortgage Wellness! As first time homebuyers, he was incredibly helpful. Mike is patience, kind & understanding. He is quick to respond to emails & texts, then he went above & beyond to clarify the questions we had plus all the questions my Dad had. Absolute great guy to work with!

We would 100% highly recommend Shawna from mortgage wellness for any of your mortgage needs. She came recommended from military members/spouses who she helped with relocation/home purchases. We can see why as she was incredibly helpful with our own relocation and home purchase. We are not located in Barrie, and therefore all of our interactions were via email or phone. She is consistently very quick to reply to any questions or needs, even after the purchase is complete and other things have popped up (ex. Needing assistance with paperwork for BGRS). She was incredibly patient with my many questions, which were repetitive at times. She always took the time to explain things as needed and make us feel comfortable and taken care of. We could not have asked for a better experience, as we have had a bad experience in the past when purchasing our first home. Her knowledge and advice helped guide us in making decisions about or new mortgage and she made the entire process stress-free. If ever we have any more mortgage needs in the future, we will 100% be contacting Shawna again.

Awesome experience! The team is fantastic and Shannon is extremely thorough and has great communication. I felt extremely well taken care off; I HIGHLY recommend using Morgage Wellness!

I can not say enough good things about Scott and Mortgage Wellness. Scott is absolutely amazing! He was always willing answer any question we had at anytime. We couldn't have asked for a better company or person to help us. Scott made the process easy for us and took a huge wait off our shoulders. Would highly recommend Scott from Mortgage Wellness, he's the man!

Mike from Mortgage Wellness is an absolute gem. He goes above and beyond for his clients. Any questions or concerns we had were explained and answered in such a professional manner. He gave us so many options and really made sure we understood everything from start to finish, no matter what time of the day it was. I couldnt be happier with our new mortgage and house. Thank you for such a great experience!
Jessica and Brad

The staff especially Charmaine went above and beyond to help me. I highly recommend Mortgage Wellness

We worked with Rich and he was amazing! He really helped facilitate the whole thing while we were with our newborn. His communication was great and kept us informed along the way, and always answered any questions that popped up. We've used the mortgage Wellness twice now and will definitely be returning clients! Thanks Rich!

I cannot say enough about how this experience has been absolutely amazing! I have never used a mortgage broker in my past home purchases. Your kindness, understanding and patience are skillsets that are often overlooked in a service industry. Keep doing what you are doing! You are definitely in the right profession, Vicki!

I highly recommend Vicki Jones at Mortgage Wellness!

Nick and his team are thorough, and compassionate. They gave us peace of mind when it came to our family's future and guided us on how to meet our goals. So very thankful we made the call.

Shawna is amazing. Being a first time homebuyer and new to Canada, I had some hiccups with the initial mortgage brokerage I was working with regarding the finance condition after my offer was accepted. I reach out to Shawna who jumped on it right away and was able to get me approved. Thank you so much Shawna. You made a stressful situation very easy and I truly appreciate your efforts. Thanks mortgage wellness

Recently just refinanced our home and had the pleasure of working with Nick and Tarah. Tarah went above and beyond my expectations. She was very friendly, knowledgeable and quick to respond. I never felt like I was waiting for an answer. The whole process from the initial inquiry to closing the deal was a 10/10! We will for sure be using them for any of our future mortgage needs. Thank you so much Nick and Tarah for the great experience!

Kristin and her team helped us find affordability and worked with us to ensure we could afford our forever home. She removed as much of the stress as she possibly could from this home buying process and proved why she was so highly recommended. Thank you Kristin, you're exceptional and I couldn't have asked for a better experience.

Shannon was recommended to me by my realtor and I was so impressed with her. Shannon was always professional, knowledgeable and readily available for any questions and I had throughout the process. I would highly recommend her to family and friends going forward.

I had a very rough sale which resulted in a rough close, lawyers treated me like a number but Kayla & Nick always had my back, can't recommend enough.

Working with Mike Moore from Mortgage Wellness was absolutely phenomenal! He was so patient, knowledgeable, responsive and FRIENDLY and took the time to explain everything and made the process so easy! He made use feel so comfortable at every stage and I am so happy that we put our trust in him and Mortgage Wellness. Can't say enough about his service!

Shawna helped us get our mortgage and came up with several options that we had not considered before. She worked closely with us on reviewing the options and provided different scenarios with lots of guidance. She really knows her business. We really appreciate the effort that Shawna put in and even during her vacation she was on top of our deal, very responsive and was key in helping to make our purchase happen! Shawna is an amazing professional, extremely personable and knowledgeable and we highly recommend her at Mortgage Wellness. Thanks Shawna for helping us buy our cottage!

If all the staff at Mortgage Wellness is like Shawna Harrison, they are an amazing company.

Shawna is thoughtful, creative, and efficient. She explored all options and suggested a solid plan that not only serviced our current request, but also provided solutions to requests that we didn't know we had and that may come up in the future. Her attention to detail is amazing and so beneficial in her line of work.

Ainsley was excellent in getting our mortgage and refinance complete! She made the process smooth, effortless and stress free. She is always cheerful, hopeful and she is able to get the job done! I highly recommend her. She got us good rates even though our credit was low. This is my 2nd time working with her and Mortgage Wellness

Amazing team to work with! Kristin really knows her stuff and was able to secure the right mortgage at the best rate for us. Working with a bank seemed to be very limited but working with this team offered us so many more options! Rich walked us through gathering all the required documents and made the process as easy as possible for us. I would highly recommend this team to help you get your next mortgage. Thank you so much for all your hard work!

I would highly recommend working with Vickie for your next mortgage. It was an amazing experience working with Vickie, she ensue we got the best rate for our mortgage needs. The experience was super easy and stress free.

We dealt with Scott from mortgage wellness. He was easy to deal with and walked us through our remortgaging process. Would recommend and will use again in the future.

Shawna is an amazing help! She got us into our first home 2 years ago and just helped us refinance again. Highly recommend the team at Mortgage Wellness and more specifically, Shawna Harrison!