WINESTONE LAVAL is an organization providing home and business financing and ownership solutions to consumers and businesses in such a way that the mortgage, insurance and real estate transactions we are engaged in enhance the lives we touch, well beyond the initial client/firm agreement. We operate direct to consumer as well as business to business, through consulting, training and coaching programs deployed to other financial institutions and small to mid-cap businesses. This value proposition is unique in the industry. In doing so, we challenge the status quo within the financial industry.
Our main role is to evaluate the specific financial needs of consumers, businesses and strategic partners, through licensed and trained professionals.
WHAT SERVICES DO WE OFFER?
Fully Licenced Mortgage Brokerage
Prime, Alternate and Private Mortgages
Refinancing and Switches
Scripts & Dialogues
Mergers & Acquisitions
Coaching 101 & 102
Sales Planning & Execution
Team Development & Growth
Broker Channel Projects
Insurance Advisory Services – through a licensed Insurance Broker
Life, Disability & Critical Illness Insurance
Registered Education Savings Plan (RESP)
Brand Marketing and Management
Leadership Development Conferences
Sales & Service Excellence Sessions
Trade Finance Seminars
Real Estate Advisory Services – through referrals to a team of licensed Real Estate Agents