Investment

Offerings

The Wilson Team of Mortgage Professionals are serving the needs of clients looking for commercial properties using ICI Mortgages in Ottawa and the surrounding areas.

Our commercial specialists are adept at building complex funding proposals for our client’s projects, utilizing our strong relationships in the commercial lending community to attain funding success for your project. Finding the right lender, the right funding package is the right first step to kick off your project.

Our team of commercial Mortgage Consultants possess extensive experience in every type of commercial lending. They’re uniquely qualified to understand the niche market each lender serves, the product mix to which they are receptive to, and what security, interest rates, fees and debt service coverage are required to meet the criteria of those lenders. We ensure your financial needs are always paired with the most appropriate lender, providing you with the highest possible opportunity of success for your investment.

WILSON TEAM

ADVISORY BOARD

Kelly WilsonKelly Wilson

Managing Partner and Mortgage Planner, Commercial and Investor Expert at The Wilson Team

A home can be more than a place to live and it’s also one of the best investment vehicles I believe you can have. In an increasingly complex real estate market, there is great value in aligning oneself with an expert. After 5 successful years working for a chartered bank as a Top Mortgage Producer in Canada, I had made the decision to grow my business and move forward to become a Mortgage Broker and join forces with my mother; Laurie. Fast forward 11 years… I’ve funded over $500 million in mortgages and have become one of the top 75 Mortgage Brokers in Canada. I’m also in the top five in my brokerage firm and have helped my clients achieve over $11 million in unrealized wealth. I chose Invis, Canada’s Mortgage Experts, as my brokerage because it was the largest and most reputable independent brokerage in the industry.

I entered into my first real estate investment when I was 21 and cut out my largest expense (housing) by renting a portion of the property. It was the best decision I ever made. I recognized the financial potential of real estate when I sold that property a year later. The property value went up, the mortgage balance went down and I did not have to pay any rent or mortgage because I had rented out part of my home. That was the beginning of my real estate investor career and where my passion for financing started. I saw this as a very lucrative business plan that I needed to learn much more about.

To date, I have built over $5 million in real estate investments between Canada and the US market. It was a successful road of trial and error and one I would do over again. I have been involved in just about every possible real estate investment from multi-unit, commercial, flips, joint ventures, condo and I was also the President and an investor of a large condo conversion in the GTA. My goal for my clients is to teach them all I have learned right from the moment they make that first investment and so that they can start growing wealth from day one. Our Team has aligned ourselves with a strong network of vetted and experienced professionals who play an integral role in buying, selling, renting, holding and investing in real estate. Having this team in place is a key part of the investment. We want our clients to be versed in all opportunities of possible finance, options, solutions, tax strategies, tax deferring, being a landlord, types of real estate investments and more. We have compiled all the knowledge we have gained and developed the footprints and tools for our clients to follow.

We can show you how to uncover money you did not even know you had so you can start investing. Did you know you can use your own money to lend to yourself? You can become the bank and the borrower! You can borrow tax free! Let us show you how to create wealth by developing a plan and strategy and supported by a team of experts that will lead you towards financial freedom.

Ken DekkerKen Dekker

Broker Owner of Solid Rock Realty, Commercial Realtor, Speaker and Author of The Wealth Formula

Ken is the Founder of Solid Rock Realty. Through his devotion and faithfulness to his team and clients, the company has grown to serve families and investors with honor. On a weekly basis, Ken is connecting with his team and agents to help them find and sell commercial properties. Being an owner of commercial properties and rentals means he knows what it takes to buy, operate and sell investment property to build wealth. With over 25 years of experience., he knows the right questions to ask to get the answers you need so that you can experience success. While on vacation, Ken likes to write and he is the author of a powerful financial book called The Wealth Formula.

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Collin Keddy

Colin Keddy

RFC, Founding Partner of Synergy Family Office, Financial Analysis & Planning Analytics

During the past 20+ years in Canada’s financial sector, Colin Keddy established his reputation for developing customized comprehensive wealth management strategies. His expertise is in measuring the efficient and effective accumulation and distribution of wealth for national and international clients from every sector of the business world and including professional athletes, television and film personalities. Colin is also a regular contributor to two national publications in the area of finance. In 2014 Colin received a National Planning Award from IDC Worldsource; recognizing him as one of the best financial planners in Canada amongst over 3000 other candidates.

Colin is a Registered Financial Consultant (RFC) and holds multiple licenses for the sophisticated software used globally to develop financial strategies for investors at every level. He is an advisory member of the Canadian Association of Family Enterprise (CAFÉ), which supports the interests of Canadian family-owned and operated businesses. Colin is very active in local mission outreach and international aid work as well.

Colin effectively integrates third party tax and legal services, insurance and financial planning services to maximize his client’s financial objectives. His innovative use of sophisticated financial planning software analyzes the potential productivity of numerous strategies to deliver a clear, accurate picture of an investor’s current status and financial future. Colin collaborates with the clients and the advisors to maximize all areas of their financial objectives by focusing on support in the integration of public and private securities, early and late stage real estate investing along with cutting edge strategies of the overall financial picture.

Clients can expect to:

  • Reduce Tax Liability,
  • Mitigate Risks,
  • Increasing Cash Flow and Protection Benefits,
  • Determining and Organizing Lifetime Estate and Financial Goals, and
  • Providing Education and Ongoing Support

Colin is widely acknowledged for his collaborative support of client-investors and their advisors; lawyer, accountant, business partner or other consultants. This ensures clarity of the overall financial picture. The 600 plus clients who have implemented this unique planning have been able to reduce income tax average by 10 – 30% which has resulted into over half a billion of recapture and lost opportunity costs.