At HomeEquity Financial institution, we dwell and breathe a client-centric tradition. It’s greater than only a slogan. It’s a mindset that drives each determination and each consumer dialog we’ve. From our govt group to our staff, we share a deep dedication to supporting Canadians 55 and higher to dwell financially sound and fulfilling retirements.
However we all know we will’t do it alone. Our mortgage dealer companions assist us ship client-first experiences. When purchasers really feel understood and supported, they’re extra more likely to belief the recommendation they obtain and transfer ahead with confidence. That may construct stronger consumer relationships, drive referrals, and gas your online business development. Right here’s how our shared dedication to placing purchasers first creates shared long-term worth.
Buyer tales matter. Right here’s how they will give you the results you want.
Our 55&HigherTM marketing campaign is an instance of our client-first tradition in motion. Via this initiative, we shine the highlight on actual purchasers who’ve skilled firsthand how HomeEquity Financial institution’s reverse mortgage options have helped them regain monetary freedom, peace of thoughts, and a renewed sense of management in retirement.
Whether or not it’s a retired nurse discovering monetary stability, a pair lastly fulfilling their lifelong dream of journey after years of economic stress, or grandparents stepping in to help their grandchildren financially, these tales are a testomony to the real-life influence HomeEquity Financial institution options can have.
For mortgage brokers, sharing these tales is extra than simply good advertising and marketing; it’s a strategic instrument to assist demystify reverse mortgages, handle frequent consumer questions, and spotlight the significant outcomes which can be attainable by our reverse mortgage options.
When purchasers see themselves mirrored in these narratives and uncover how HomeEquity Financial institution’s reverse mortgage options could make a tangible distinction of their lives, it builds belief and opens the door to extra knowledgeable conversations. Incorporating these tales into your consumer interactions—whether or not in emails, displays, or social media—may help develop your online business.
Our Business Development Managers may help you successfully combine these consumer tales into your advertising and marketing efforts for max influence.
Analysis that places purchasers first
As the one financial institution in Canada targeted solely on the 55+ demographic, we frequently put money into analysis to raised perceive their distinctive wants and objectives. This sort of analysis may help you have interaction in deeper conversations with purchasers about longer-term planning.
As an example, a recent study we commissioned discovered that Canadians overwhelmingly (94%) worth the work of Private Assist Staff (PSWs), highlighting the significance of making certain entry to those important caregivers. The identical research additionally revealed that whereas 90% of Canadians need to age of their properties, few have deliberate for the PSW help that makes this attainable. Insights like these assist affect nationwide conversations round ageing, homeownership, and monetary independence.
Our analysis has additionally highlighted the resilience of Canadians 55 and older and what they will educate us about residing effectively. The groundbreaking research Attaining Freedom: Embracing Growth, Fulfillment, and Financial Health As We Age discovered that when important wants are met, older Canadians expertise higher happiness, safety, and a extra optimistic outlook on ageing. It additionally uncovered a profound desire for financial freedom that touches each facet of their lives—from day by day decision-making to legacy planning.
Insights that drive alternative for brokers
This proprietary analysis is among the most respected instruments we offer mortgage brokers. By understanding what really issues to Canadians 55 and higher—like the need to “age in place,” preserve independence, and scale back monetary stress – you possibly can higher place your recommendation and options. It additionally helps you progress past merely providing merchandise to steer with a extra holistic, consultative method. You achieve a aggressive edge by talking on to purchasers’ actual wants and considerations, which may help you construct rapport with this fast-growing market segment and enhance referrals.
Defending purchasers in opposition to fraud, strengthening dealer belief
As fraud makes an attempt surged through the pandemic, we took proactive steps to coach our purchasers about frequent fraud schemes and supplied them with sensible instruments to acknowledge and keep away from scams.
We additionally recurrently publish instructional articles and sources, protecting matters corresponding to mortgage fraud. These sources are designed not just for purchasers, but in addition with mortgage brokers in thoughts, supplying you with the information to acknowledge suspicious exercise early and information your purchasers safely by the lending course of.
Our dedication extends past exterior sources. All our staff obtain coaching to assist them determine potential fraud, reflecting our sturdy advocacy for Canadians 55+ and underscoring our dedication to defending purchasers and selling monetary safety.
By partnering with us, you place your self as a holistic monetary advocate who helps purchasers keep knowledgeable and safe at each step of their dwelling financing journey.
Wanting forward, collectively
At HomeEquity Financial institution, we’re not simply providing monetary options, we’re opening doorways to new potentialities for retired Canadians to dwell their finest lives. We acknowledge that retired Canadians have spent a long time constructing their lives, households, and communities. They should benefit from the retirement they’ve earned with dignity and peace of thoughts.
Mortgage brokers play a key position on this journey. As trusted advisors, you’re typically the primary level of contact for purchasers exploring their monetary choices in retirement. Your capability to hear and information is important in serving to purchasers make knowledgeable choices concerning the fairness they’ve constructed of their properties.
Collectively, we’re constructing a stronger ecosystem of help for Canadians 55+, the place knowledgeable choices result in higher outcomes. Whether or not it’s serving to somebody keep within the dwelling they love or supporting their relations throughout generations, our mixed efforts make an actual influence. As a result of for us, being client-centric isn’t only a enterprise mannequin. It’s our function.
Once we work with mortgage brokers who share that function, we’re serving to Canadians take management of their monetary futures.
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Final modified: November 12, 2025
