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Investment Offering

We are The Wilson Team of Mortgage Professionals serving the needs of the seekers of 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. The right lender, right funding package and right first step to kick off your project.

Our team of commercial Mortgage Consultants possess extensive experience in every type of commercial lending. As such, they’re uniquely qualified to understand the niche each lender serves, the product mix to which they are receptive, and what security, interest rates, fees and debt service coverage are required to meet the criteria of those lenders. Thus, 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.

 

 

 

Kelly Wilson

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

A home can be more than a place to live; it is 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 a successful 5 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 mom Laurie. In the 11 years of becoming a mortgage agent funding over 500 million in mortgages. I have also become one of the top 75 mortgage brokers in Canada. The top 5 in my brokerage firm and have helped my clients achieve over 11 million in unrealized wealth . I chose Invis- Canadas Mortgage Experts as my brokerage , as it was the largest and most reputable independent brokerage in the industry.
I started my first real estate investment when I was 21 so that I could cut out my largest expense ( housing ) by renting a portion of the property out. It was the best decision I had ever made. I saw very quickly after I sold in a year that the property value went up, the mortgage balance went down and I did not have to pay any rent/mortgage because I rented some of my home out. 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 estates investments between Canada and the US market. It was a successful road of trial and error over the years in real estate and one I would do over again and again. I have been involved in just about every possible real estate investment from multi unit, commercial, flips, joint ventures, President and investor for a large condo conversion in GTA, condos, and much more. My goal for my clients is to teach all I have learned right from the moment you make that first investment and so that you can start growing wealth from day one. Our Team has aligned ourselves with a strong network of vetted and experienced professionals that are all an important role to buying, selling, renting, holding and investing in real estate. Having this team in place is the most important 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 taken all the knowledge we have gained and put together the footprints and tools to follow. We can show you how to uncover money you did not even know you had to start investing. Did you know you can use your own money to lend yourself? You can become the bank and the borrower? You can borrow tax free? Let us show you how to create wealth which starts with a plan, a team of experts, and a strategy which leads you to financial freedom. The most wealth in the world happens to be real estate investors and you anyone can do this.

Ken 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. Ken’s 25+ years of experience. He knows the right questions to ask and how to get the answers so that you experience success.  On vacation Ken likes to write and he is the author of a powerful financial book called The Wealth Formula.

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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 all walks of business including professional athletes and the television and fill industry. Colin is also a regular contributor of 2 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 nationally among 3000+ other candidates.

Colin is a Registered Financial Consultant (RFC). He 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. As well Colin is very active in local mission out reach and as well as international aid work.

Colin effectively integrates third party tax and legal services, insurance and financial planning services to maximize clients’ 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
  • Mitigating risk
  • Increasing cash flow and protection benefits
  • Determining and organizing lifetime estate and financial goals
  • 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 cost.

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We are passionate in helping individuals and families build wealth and believe a mortgage is a great vehicle to achieve that. Subscribe to our exclusive deals email list and start to build wealth thorugh real estate.

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This is a closed group forum has been set up to communicate to clients and people interested in being a master of their mortgage. You will find important information on how to become a “mortgage master” and build wealth, with your mortgage as the vehicle.

 

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Mortgage Agent
Managing Partner
License #M0800296414301430

174 Wild Senna Way
Ottawa ON K2J 5×5

Phone: 613-266-3570
Fax: 613-440-0436

Email: kelly@wilsonteam.ca

Mortgage Agent
Managing Partner
License #M0800296414301430

Prince Of Wales Dr.,
Ottawa ON, K2C 1N4

Phone: 613-266-3570
Fax: 613-440-0436

Email: kelly@wilsonteam.ca

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