HomeEquity Bank

🏠 Living Comfortably and Securely at Home with the CHIP Reverse Mortgage 🏠 At HomeEquity Bank, we believe in empowering Canadians 55+ to age in place with dignity and independence. A recent article published on Dominion Lending Centers highlights how the CHIP Reverse Mortgage can help your 55+ clients live safely, comfortably, and independently in their own homes for as long as they need. 📌 Key Insights: ✔️ Aging in Place: More than 90% of Canadians wish to live safely and independently in their own homes for as long as possible. ✔️ Financial Freedom: The CHIP Reverse Mortgage allows homeowners aged 55+ to access up to 55% of their home's value in tax-free cash, providing financial support without the need to move or downsize. ✔️ Enhanced Living: Funds can be used for home improvements, at-home care, or support for a loved one's assisted living needs, ensuring a comfortable and secure lifestyle. Learn how the CHIP Reverse Mortgage can help your clients age in place by reading the full article here: https://bit.ly/3VWs6y5 #HomeEquityBank #CHIPReverseMortgage #AgeingInPlace

HomeEquity Bank was honoured to sponsor the inaugural Community-Based Serving Seniors Sector Summit by HelpAge Canada. It was great to connect with like-minded organizations and we welcomed the platform for our Director of Consumer Marketing, Niary T., to share HomeEquity Bank’s mission to empower older Canadians to live a safe and secure retirement in the homes they love. Laura Tamblyn Watts #CBSS2024 #SCA2024

🔒 Protecting Our Clients from Mortgage Fraud 🔒 At HomeEquity Bank, the safety and security of our clients is always a top priority. As mortgage fraud becomes increasingly sophisticated, it is more important than ever to stay informed and vigilant. A recent Canadian Mortgage Trends article sheds light on this growing threat and offers insights on how we can protect our clients. 📌 Key Insights: ✔️ Increasing Threat: Mortgage fraud is on the rise, targeting both lenders and borrowers with complex schemes. ✔️ Client Safety: Protecting our clients is a top priority, requiring robust measures and continuous education. ✔️ Proactive Steps: Actions such as the ban on the registration of NOSIs on land titles, enhanced verification processes, and ongoing awareness are critical in mitigating fraud risks. To learn more about fraud in the mortgage industry and how to protect your clients, read the full article here: https://bit.ly/3zsk5cI #HomeEquityBank #MortgageFraud #FraudPrevention #FinancialSecurity

Please join us in officially welcoming Katherine Dudtschak, (she / her) ICD.D as our new President & CEO at HomeEquity Bank. Katie is one of Canada’s most respected and senior financial services executives. We welcome her strategic, transformational, purpose-driven and inclusive leadership approach as we continue to deliver solutions that reflect the diverse and growing needs of retiring and retired Canadian homeowners. We know that retirement is different today than it was even 10 years ago, and that no two retirements look the same. With her record for innovative leadership in the financial industry and personal passion for community building, Katie will continue to realize the HomeEquity Bank vision of helping Canadians retire safely and comfortably in the homes they love. Read more: https://bit.ly/4eGiL6h #Appointments #Retirement #RetirementPlanning #FinancialPlanning #ReverseMortgage

New Partner Launchpad content! 🚀 Check out our latest customer story, featuring Robert Smith, who utilized the CHIP Reverse Mortgage to help his son, Jonathan, a recent med school graduate, secure a down payment for his first home. Get access to a free library of purpose-built resources to help grow your business. Learn more: https://bit.ly/3RLiTY7 #HomeEquityBank #ReverseMortgage #PartnerLaunchpad

Since 2001, Steven K. Ranson FCPA, FCA has served as HomeEquity Bank’s President and CEO. Under Steve’s leadership, HomeEquity Bank grew from a provincial lender to a Schedule 1, federally regulated bank with over fifty thousand clients and an $8 billion reverse mortgage portfolio. Along the way, Steve nurtured an award-winning culture predicated on a mission to help Canadians 55 and better stay in the homes they love, longer. As Steve embarks on his next chapter this Friday, so do we as HomeEquity Bank. With Katherine Dudtschak, (she / her) ICD.D at the helm, we’re primed for continued growth and well-positioned to empower even more Canadians 55+ age with dignity and security. Thank you, Steve! #HomeEquityBank

Our Proud@HEB Employee Resource Group was excited to invite our new President Katherine Dudtschak, (she / her) ICD.D for a fireside chat moderated by Erin Wilson, VP of Marketing. In an engaging and emotional session, Katie shared her personal story and her passion to lead an inclusive, human-centric organization that celebrates everyone's uniqueness. Thank you, Katie, for sharing such candid stories. We’re excited to continue building a better future for our customers and employees, together. #HomeEquityBank #HEBPride

🌟 Exciting News! 🌟 We are extremely proud and excited to announce that our very own Lauren Imbrogno has been recognized by Canadian Mortgage Professional as a 2024 Rising Star! ⭐ Lauren joined HomeEquity Bank in 2022 and has quickly become a skilled marketer and dedicated team player. Her days are busy supporting our BDMs and, in turn, our valued broker, wealth, and bank partners. Her commitment to delivering high-quality results for our external partners and internal stakeholders, along with her strong work ethic and dedication to excellence is what led to her incredible achievement as a CMP 2024 Rising Star. ⭐ Join us in congratulating Lauren on this well-deserved recognition! 👏🎉 See the full list of Rising Stars here: https://bit.ly/3VWijJx #RisingStar #TeamHomeEquity #ProudMoment #MarketingExcellence #OneTeamOneVision

🚨 LAST CHANCE TO REGISTER! 🚨 Don't miss our FREE webinar on June 27! Empower your clients to stay in the homes they love while taking control of their finances with the CHIP Reverse Mortgage. Join Vivianne Gauci, SVP of Customer Experience & CMO at HomeEquity Bank, for a 45-minute session pre-approved for 0.25 MPC CE Units. Here's what you'll learn: ✔️ How to prepare your clients to comfortably age in place in their homes ✔️ The unique financial challenges and opportunities for Canadians 55+ ✔️ Strategies to address and alleviate common fears experienced by Canadians 55+ ✔️ The benefits of tapping into home equity with the CHIP Reverse Mortgage ✔️ CHIP-enabled healthcare client stories Plus, a Q&A session to answer all your questions! 👉 REGISTER NOW to secure your spot and help your clients age in place comfortably. 🔗 Register here: https://bit.ly/4bhMxuU #Webinar #ReverseMortgage #HomeEquityBank #CHIPforHealth

Thank you to Royal LePage for inviting the HomeEquity Bank and Koru teams to their offices yesterday! HomeEquity Bank’s Chief Financial Commentator Pattie Lovett-Reid, Business Development Manager Sandy Haddock, and Koru’s Cady Lewis and Adam Milito spoke about challenges faced by first-time home buyers, retirement planning strategies using home equity, and the role the CHIP Reverse Mortgage plays in helping Canadians 55+ thrive in retirement. #HomeEquityBank #CHIPReverseMortgage #BrokerPartner #RetirementPlanning