WINESTONE LAVAL Partner Programs

WINESTONE LAVAL Partner Programs

 

Our main role is to evaluate the specific financial needs of consumers, businesses and strategic partners, through licensed and trained professionals.

Our Vision

Be the best Mortgage Advisors and Insurance Advisors to Canadians seeking mortgage and/or insurance‎ solutions and the credit unions to which they belong as members.”

 

To build on this vision, to truly “live” it, we work business to business (B2B) as well as business to consumer (B2C) helping to customize mortgages and insurance for Canadians.

 

Our strategic alliances include Mortgage Agents, Insurance Agents, Financial Planners, Investment Managers, Accountants, Lawyers, Builders and other select Centres of Influence.

Our Comittment
  1. Protect the credit unions and other FIs we partner with in their Lending and Insurance Programs.

 

  1.  Ensure that Canadians have a viable alternative to traditional Banks when needed or wanted.

 

  1. Growth the wealth of Canadians through real estate by providing the right customized advice.

 

  1. Focus on Small to Medium-sized Enterprises (SMEs), their owners and employees to ensure they continue to have access to financing solutions.
Mortgage Agents

We know mortgages, and we know that when you refer your clients to WINESTONE LAVAL, that you are putting your trust in us! We are committed to you and your clients every step of the way, and we take care when providing the absolute best service to your clients. We offer them a free, no-obligation consultation whether they are Business Owners, Self-Employed, or credit challenged. Our solutions are customized to each unique client – ensuring that they have the best suited residential or commercial mortgage financing.

Our promise to you is that your clients are treated professionally, ethically and with gratitude.

Please contact Michel Laval at 1-416-939-2988 for further information.

Financial Planners

A financial plan isn’t just about investments and retirement, it’s just as much about creating a lifestyle for your clients that is both affordable and removes as much stress as possible! This is our number 1 priority at WINESTONE LAVAL – ensuring that our clients are paired with solutions that fit their financial means AND goals, all while being taken care of in the most ethical and professional way.

When you refer your clients to WINESTONE LAVAL, you are putting your trust in us! We are committed to you and your clients every step of the way, and we take care when providing the absolute best service to your clients. We offer them a free, no-obligation consultation whether they are Business Owners, Self-Employed, or credit challenged.

Residential and Commercial ‎mortgage financing, life, disability and/or critical illness insurance – we have you covered Canada!

Please contact Michel Laval at 1-416-939-2988 for further information.

Insurance Agents

Do you need to refer your clients somewhere that you can trust to ensure that their insurance needs are met and are in line with the rest of their financial plan and mortgage solution? Then you’ve come to the right place!

WINESTONE LAVAL offers tailored solutions for not only mortgage options, but insurance to!

Residential and Commercial ‎mortgage financing, life, disability and/or critical illness insurance – we have you covered Canada!

Please contact Michel Laval at 1-416-939-2988 for further information.

Investment Managers

As an Investment Manager, you understand the importance of trust and security when it comes to putting your clients’ minds at ease. WINESTONE LAVAL is the best partner to ensure your clients have a mortgage and insurance strategy to make their investment strategy!

Furthermore, you can rest assured that your clients will be treated ethically, professionally, and with gratitude.

Make sure your clients are put first, and consider a partnership with WINESTONE LAVAL.

Please contact Michel Laval at  1-416-939-2988 for further information.

Lawyers

A theme in all legal transactions is trust and security, and this is exactly what we provide to our clients at WINESTONE LAVAL. We are committed to providing your clients with tailored solutions to suit your clients regardless of their income classification or current financial situation. All WINESTONE LAVAL clients are offered a fee no-obligation consultation so that we can pair them with the best solution for their mortgage (residential or commercial), and insurance needs.  We offer a customized solution so clients know they have the best package:

Our vision is to be the best financial advisors to Canadians and the Credit Unions to which they belong as members.

Please contact Michel Laval at  1-416-939-2988 for further information.

Accountants

As an accountant, you understand the importance of balancing ones financial situation and balancing this with a customized mortgage and insurance strategy to fit! This is exactly what we offer at WINESTONE LAVAL.

You can rest assured that your clients that you refer to us will not only get the best strategy to round out their financial picture, but they will also receive the most ethical and professional treatment from our team.

It is our vision to be the best financial advisors to Canadians and the Credit Unions to which they belong as members.

Please contact Michel Laval at 1-416-939-2988 for further information.

Consultants

Hello consultants! Are you looking for a team to refer your clients to that you can trust?

We are committed to the success of our clients AND our partners. This is why we provide our clients with a free no-obligation consultation to ensure we match them with the best mortgage and insurance strategy to meet their current needs. It doesn’t matter if our clients are Self-Employed, Business Owners, or even credit challenged, we have programs to fit!

Residential and Commercial ‎mortgage financing, life, disability and/or critical illness insurance – we have you covered Canada!

Our vision is to be the best financial advisors to Canadians and the Credit Unions to which they belong as members.

Please contact Michel Laval at 1-416-939-2988 for further information.

Realtors

Real Estate and Mortgages – they are both synonymous with big dreams, and life changes for all of our clients. When you help someone buy or sell a home, it is imperative that they have a mortgage strategy in place to minimize financial stress and save as much money as possible.

Furthermore, it is important that you can send your clients to a team that will treat your clients fairly and professionally, regardless of their current employment and credit situation.

We are committed to the success of our clients AND our partners. This is why we provide our clients with a free no-obligation consultation to ensure we match them with the best mortgage and insurance strategy to meet their current needs. It doesn’t matter if our clients are Self-Employed, Business Owners, or even credit challenged, we have programs to fit!

Residential and Commercial ‎mortgage financing, life, disability and/or critical illness insurance – we have you covered Canada!

Our vision is to be the best financial advisors to Canadians and the Credit Unions to which they belong as members.

Please contact Michel Laval at 1-416-939-2988 for further information.

Builders

Real Estate and Mortgages – they are both synonymous with big dreams, and life changes for all of our clients. When you help someone buy or sell a home, it is imperative that they have a mortgage strategy in place to minimize financial stress and save as much money as possible.

Furthermore, it is important that you can send your clients to a team that will treat your clients fairly and professionally, regardless of their current employment and credit situation.

We are committed to the success of our clients AND our partners. This is why we provide our clients with a free no-obligation consultation to ensure we match them with the best mortgage and insurance strategy to meet their current needs. It doesn’t matter if our clients are Self-Employed, Business Owners, or even credit challenged, we have programs to fit!

Residential and Commercial ‎mortgage financing, life, disability and/or critical illness insurance – we have you covered Canada!

Our vision is to be the best financial advisors to Canadians and the Credit Unions to which they belong as members.

Please contact Michel Laval at 1-416-939-2988 for further information.

WINESTONE LAVAL & CO.
National Office: 4500 Highway 7, Suite 202 Vaughan, Ontario L4L 4Y7 (Highway 7 and Pine Valley Drive)
Telephone: 416-939-2988 Toll-Free: 1-888-803-7795 x 601 Fax: 289-236-2367