Mortgage & Personal Finance Resources

Empowering Our Clients Through Education

Our relationships with clients are more than just transactions. When you choose to work with us, you get a team of advisors, coaches and cheerleaders who want to see you succeed. Whether you’re a first-time buyer, looking to refinance, seeking an investment or considering options for retirement, these resources will help prepare you for the road ahead. Our goal is to empower you and set you up for a bright financial future.

Mortgage Education Center

While your local Mortgage Specialist will be happy to answer any questions and provide detailed explanations of the different documents and processes you’ll encounter, you can give yourself a head start. Our Mortgage Education Center offers a database of detailed, reliable information on various mortgage and personal finance topics so you can be sure to start off on the right foot as you start down the road to homeownership. 

Historic Home

Explore Mortgage Options


looking to buy a new house, multi-family dwelling or other property.
Learn More About Purchasing a New Home:


a current homeowner with a mortgage, and I’d like to lower my monthly payments.
Learn More About Refinancing:

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to a homeowner age 62+ and want to leverage the equity I’ve built up in my home.
Learn More About Reverse Mortgage:

Brush Up on the Basics

Wondering what underwriting is? Don’t know an origination fee from a down payment? You aren’t alone. The world of mortgages can be complex, and it helps to understand all the different moving parts so you can feel empowered during your homebuying journey. Our mortgage glossary is a great resource if you’re looking for accurate mortgage terminology definitions from industry experts.

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What to Expect

A boat house of Taylor Island in Autumn at Gravenhurst, Ontario, Canada.

Wondering what’s on the road ahead as you start your homebuying journey? We’ve got an FAQ that will cover some of the essentials. If you have any further questions, your local Mortgage Specialist will be happy to speak with you!

Need a Referral?

Whether you’re buying a house or building one, it’s essential to have the right team on your side. Your Mortgage Specialist will be there for you every step of the way, but they’ll need the support of other professionals, like Realtors, escrow agents, title agents and builders, to help make your homeownership dreams come true. If you need a referral, we’re happy to help!