Kelly Wilson

kelly-willson

Kelly Wilson

Commercial and Investor Expert, Managing Partner

kelly-willson

Kelly Wilson

Top National Mortgage Producer – Coach – Author – Real Estate Investor – Entrepreneur – Trainer – Mom – Speaker

After working for 4 years as a top mortgage manager in Canada, I made the decision to develop my business, become a mortgage broker, and partner with my mother Laurie. The choice to transition to mortgage brokering was easy to do 19 years ago, as I realized that all borrowers are different and have different wants, needs, and goals. Brokering allowed me to provide my clients all the financial opportunities available to them. Since our boutique shop in Ottawa opened, I have helped thousands of clients acquire over $500 million in wealth and funded over $1 billion in mortgages. I also became one of the Top 75 Mortgage Brokers in Canada and have maintained that status year after year. The fact that I can serve my clients all across Canada is also a blessing as it gives my clients access to every product and lender on a national scale.

I started my first real estate investment at age 21 in order to reduce my biggest expense (housing) by renting out part of the property. It was the best decision I have ever made. A year later, the property had gone up in value, the mortgage balance had gone down, and I didn’t have to pay rent or a mortgage out of my own pocket because I had rented out part of my house. This was the beginning of becoming a real estate investor and where my passion for financing began. I saw this as a very lucrative business plan that I needed to learn a lot more about.

I started with nothing, and to date, I have acquired $11 million in real estate investments between the Canadian and US markets. There is so much opportunity to get into real estate with just a little, or even no money down. My goal is to share everything I have learned to date with my clients to empower them with the latest programs, products, money strategies and structures. Knowledge is power. Our team collaborates with a strong network of licensed and experienced professionals who all play an important role in buying, selling, renting, owning, and investing in real estate. We want our clients to know all of the possibilities available to them. We’ve compiled all the knowledge we’ve gained into a proven roadmap that you can follow so you never feel alone on your investment journey. We can show you how to find money you didn’t even know you had and start investing it.

Your home is not a savings plan, and we are here to show you everything you need to know about buying your first home in record time, paying your mortgage off decades sooner than average, and building wealth or a real estate empire. My mission for all of our clients is to help them increase cash flow, reduce debts, take complete financial control, create sustainable and generational wealth, and help them live their best lives. We do this by showing you the pathway to overfunding your retirement using your largest asset–your home–and the best tool you have–your mortgage!

Our team is invested in solutions. We help you create a pathway to financial freedom. Mortgage rates don’t build wealth but mentors and knowledge does.

WHAT CAN WE OFFER YOU?

We can make sure you have an unbiased mortgage plan because we work with multiple lenders rather than just one.

We specialize in mortgage lenders and banking contracts, syndicated mortgages, private loans, commercial mortgages and more.

We stand out from the crowd by striving to provide you with the best possible financial plan.

RECENT ACHIEVEMENTS:

  • 2011-2020 Top Unit Sales at national level
  • 2011-2020 Best Mortgage Team Nationally
  • 2012-2020 CMP Top 75 Mortgage Brokers in Canada (Mortgage Professionals in Canada)
  • 2015 Nominated for the best mortgage team in Canada (less than 25 employees)
  • 2007-2020 – Top Associate, Ontario
  • 2007-2020 – Top Associate National
  • Certified as a Senior Mortgage Specialist Pivotal Aging Innovations-SMP – we are a one stop shop for Reverse Mortgage / CHIP and Aging at Home solutions.

Mortgage broker
Associate director
License no. M0800296414301430

174 Wild Senna Way
Ottawa ON K2J 5 × 5

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

Email: kelly@wilsonteam.ca