We pride ourselves on 100% Customer satisfaction!

Here is what our clients are saying…

“Lisa and her team are amazing.  We always knew where things were at.  I have referred others to her and I know these people are very happy with her service, creativity, professionalism and “solution oriented” mindset. Thank you very much”  ~Young Road Developments Ltd.


Tracy Head has been helping my parents get a reverse (CHIP) mortgage. She has demonstrated the utmost in professionalism and patience while being extremely helpful. She has made sure my parents have been completely educated about the mortgage as well as various other options available to them. Even when my mother or I may have asked the same question, she wasn’t hesitant to answer and/or explain again. She’s been diplomatic, informative and kind appreciating this is a somewhat stressful time. Tracy has made sure we all know what this is about and that my parents are totally comfortable with the decision they chose. What has also been extremely helpful is that we’ve been dealing with Tracy completely by phone and email from different locations. I would recommend Tracy in a heartbreak to anyone getting a mortgage. My husband & I dealt with Tracy in the past for a mortgage and really liked her approach & guidance in the process. We would use Tracy again.       ~ Bonnie Hickey


I have been working with Tracy Head who absolutely wins the hardest working mortgage broker of the year. Every step of the way she was simply amazing. I presented her with a difficult situation and she did not stop until she had a solution. She worked wonders and is my hero of 2018! I highly encourage you use her!!! Simply amazing!!!!                               ~  Laura Ashmore


Tracy Head was recommended to us as we were neck deep into mortgage processes and feeling very frustrated by interest rates and the big banks lack or personal touch. Tracy was incredibly personable and the term hard working would be the only way I could describe our experience with Tracy. She worked with our unique situation and did not give up on aiding us with proper information, clear communication and solid advice on finding us the proper lender for us. I was most impressed with her steady approach and kind treatment of our situation. Tracy was patient and her humour kept our stress levels down. I think the greatest compliment one can be given is the word integrity. Tracy represented that word in both her talk and actions and how she worked to provide us with the best possible service in such an important process of life. Mortgage Service is huge. It is signing onto a lifetime of work to own a home. I feel Tracy takes that into account with every step we went through. It is with straight up gratitude I can recommend Tracy as a high level Mortgage Service in Kelowna and will be letting everyone I know this very fact.

~  Jimmer Zink



Today I picked up the keys to our first house! We are a family of five who have been working towards this day for several years. I was referred to Tracy last Spring after no success with other banks and brokers. Tracy Head told me everything I needed to hear to change my course and get where I am today. She knows what she’s talking about and she genuinely cares about her clients. She was the only one that ever checked in with me routinely to see how everything was going and answer my many questions. All the other brokers and banks would hardly give me the time of day. Once I got my pre-approval, the process of buying and getting my financing approved felt so smooth and effortless; although I know she was working around the clock to make it happen. The amount of stress and anxiety that she was able to alleviate during this whole process is priceless and very much appreciated. Thanks to her, this glorious day has come and the whole process was enjoyable and simple. My family is forever grateful for her amazing skillset.   ~ Daina French


I would recommend Laurie Baird over any other mortgage specialist. She is patient, detailed, and really took the time to work with my husband and I. As a self employed company owner it is an obvious challenge in obtaining a mortgage and there is quite a substantial amount of paperwork involved. Not only did Laurie ask for the right things her experience in the business is what made it possible for us. She took the time to explain each part of the process and mortgage. As 1st time buyers it can be overwhelming but with Laurie we never felt like we were left in the dark. We can’t thank you enough for your excellent world class service!
~Britt Vienneau



Laurie was excellent in helping us secure our first mortgage. She was always there with an answer to any of our questions, no matter what time. She was very proactive in guiding us through this complicated process. She is highly professional and very friendly and easy to talk to. I would recommend her services any time.
~ Andrew Hiob


Laurie has been an integral and extremely important part in the purchase of our new home. Her caring and understanding nature was very comforting to know that we had someone who was personally looking out for our best interests! The level of quality and professionalism we received was 1st class all the way. Were happy to have Laurie as a our Mortgage Broker for many years to come! Thanks again!
~ Ryan, Deanna & Charlee Bogaardt

As a self-employed business woman I didn’t realize how difficult it can be to get a mortgage. Then I found Laurie Baird and she quickly found a company. I got my mortgage, bought my home and three years later I’m still dancing on air.Thank you Laurie for understanding the issues self employed people face with most mortgage companies and working with me to get the mortgage on our home!
~ Marilyn Strong

“My husband and I had wanted to buy a home for quite some time, but did not think we would be able to finance a home. A friend referred us to Laurie who has helped us go not only from renting to buying, but also to changing homes all within 8 months of each other. We are in a home we love and it was with Laurie’s help, knowledge and expertise that we got here.”
~ Mark & Nicole Brown

“Laurie is amazing. We have negotiated two mortgages through her. We both work and have 2 little kids. She was willing to work around our busy schedule and get everything done quickly and easily. I would not hesitate to recommend her to anyone.”
~ Kevin & Marlene Roberts


I had never thought of a Mortgage Professional before but Laurie Baird was recommended to me and I decided to give her a try. I am extremely happy with the results. Laurie was not only a joy to work with she maximized my low interest opportunities and minimized my stress. My wife and I purchased our dream home at an incredible interest rate. I highly recommend Laurie to anyone!
~ Keith & Kim Griechen

I have worked with Laurie in the past, and I have great faith in her ability to get the job done with friendliness, care, and attention to detail. Would go there again in a heartbeat.
~ Shannon Rooke – Kelowna



Your Kelowna Mortgage Brokers

Whatever your personal circumstances, Laurie Baird and Tracy Head will analyze your financial situation and recommend mortgage options that best suit your needs. Laurie and Tracy are the mortgage professionals that will help find the right mortgage solution for you.

Contact us today to find out how we can make owning your home and managing your mortgage more affordable and worry-free! We provide complimentary consultations and offer advice and guidance to help you realize your goal of home ownership sooner.