"It is such a great experience I had closing a file with WealthONE. They are incredibly prompt and informative, very patient and understanding while we navigated through all the Covid-19 obstacles. I would say their professionalism is top notch and I am looking forward to working with WealthONE on future files"K.C., ON
Partner with a new kind of bank
Mortgage Brokers & Real Estate Professionals
Great rates, exceptional service and common sense lending
approach are at the core of the WealthONE philosophy.
Insurance & Financial Advisors
Help your clients make the most of their life insurance polices.
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Give your clients good advice...Guaranteed.
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Flexibility and innovation
Personalized service
Prompt turnaround
What you can expect from us
- Experience
For many years, professionals have been helping clients enhance their financial situation. WealthONE has been delivering investing and lending solutions since the Bank opened in 2016, so we understand this space – we speak your language.
- Common Sense Approach
Because we understand this business, we can help you rise above the competition with innovative solutions that inspire client loyalty often at times when your clients most rely on you.
- Relationships
We understand how important relationships are to you and we share that view. We have a dedicated history of working closely with brokers and advisors and their personal and corporate clients. We will respond to your requests rapidly and with the professionalism you expect and deserve.
Become a partner
Mortgage brokers and real estate professionals
Find specialized mortgage solutions for self-employed persons, investors with multiple rentals and high net worth individuals. We review each mortgage application individually for approval based on its own merits.
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Insurance and financial advisors
If you’re looking for that financial institution partner to help you provide your clients with unique lending and investing options, consider WealthONE.Contact us
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