Our Mission is to be our customers FIRST and BEST CHOICE for Insurance and Financial Services. Our Vision is to create a customer experience that is REMEMBERED, TALKED about and REFERRED. Our SHARED COMMITMENT and VALUES will guide us.
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I have been in the mortgage and financial industry for over 25 years and have been a licensed Mortgage Agent level 2 with Mortgage Alliance since 2014. As a Mortgage Agent my goal is always to provide home owners and soon to be home owners with a good sense of direction, advice and confidence knowing they have the best home financing solutions for their needs. My area’s of focus is residential, rural and commercial. Whether you are purchasing your first home or your next home or refinancing to improve your financial situation, I can help. From conventional institutional financing to those challenging and private mortgage situations I can help to provide you with solutions.
ScotiaMcLeod through Scotia Wealth Management is the full-service brokerage firm committed to a team-based approach to wealth management that addresses the entirety of your life – your family, your business your future one facet at a time. With a commitment to goal-based planning and ongoing client servicing we believe in building long-term relationships founded on trust and transparency by taking the time to understand each client’s unique circumstances. Empowering individuals and families to take controls of their financial legacies by leveraging knowledge, expertise, and passion to create personalized proactive investment management and total wealth solutions.
At Brooklin Financial we specialize in retirement and estate planning, RRSP’s, TFSA’s, RESP’s etc.
We protect those investments and our clients with life, critical illness and disability insurance.
Brooklin Financial also provides group benefit plans for small businesses with as few as two full time employees.
Insurance Brokerage offering Home, Auto, Commercial, Farm and Life Insurance.
BrokerLink makes buying insurance easier by showing you the best options available and helping you find the right coverage for your needs. Contact your local branch today to get a quote for your home, vehicle or business insurance!
Group Benefit Specialists for firms w/1 – 1,000 employees, Individual Life, Key Man, Partnership and Critical Illness Insurance. Advisor for the non-profit Chambers of Commerce Group Ins Plan & all 13 group insurance markets in Ontario; Manulife, Canada Life, Sun Life, Empire Life, Equitable Life, Industrial Alliance, Desjardins, Green Shields, Unum, RBC, SSQ, Wawanesa and Co-operators.
My office provides direct telephone assistance for employee inquiries, Benefit Plan Waivers for employees that don’t want to participate, ensure departing employees receive and understand the life insurance conversion privilege, assist firms to create a formal policy for the extension of health and dental benefits for disabled employees who don’t return to work and provide regular online benefit plan news and updates for business owners and their employees.
Terry is a licensed mortgage agent with TMG, The Mortgage Group and a Certified Reverse Mortgage Specialist. In addition to conventional mortgage funding, lines of credit, commercial and construction loans, Terry also specializes in Challenged Credit and Reverse Mortgages. He also secures funding for businesses such as retail, restaurants, franchises etc.
