Company

Our Company – WHO ARE WE?

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
  • First-Time Buyers
  • Refinancing and Switches
Consulting/Training/Coaching/Program Management
  • Sales Effectiveness
  • Scripts & Dialogues
  • Mergers & Acquisitions
  • Performance Excellence
  • Coaching 101 & 102
  • Lead Generation
  • Sales Planning & Execution
  • Team Development & Growth
  • Broker Channel Projects
Insurance Advisory Services – through a licensed Insurance Broker
  • Life, Disability & Critical Illness Insurance
  • Group Benefits
  • Registered Education Savings Plan (RESP)
Facilitation Management
  • Brand Marketing and Management
  • Leadership Development Conferences
  • Sales & Service Excellence Sessions
  • Trade Finance Seminars
  • Other topics
Real Estate Advisory Services – through referrals to a team of licensed Real Estate Agents
  • Top Producing Full Service Agents
  • Multi-Level Facilitation and Management
  • Commercial or Residential Listing and Purchasing