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Serving: Ancaster, Binbrook, Burlington, Caledonia, Dundas, Flamborough, Stoney Creek, Grimsby, Niagara 

Our Services

Lisa has almost 20 years in the banking industry, specializing in mortgages for over 14 years, she will help you make the best informed decision for your lifestyle.

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Lines of credit

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Mortgages

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Private Mortgages - First,Second and Third

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About Lisa

I believe it is important that we make informed decisions when choosing a mortgage. With almost 20 years in the banking industry, specializing in mortgages for over 14 years, I want to help you make the best informed decision for your lifestyle.

As a homeowner, a mother and business owner, I know that you juggle many hats on a day-to-day basis. It is my job to give you valuable information, answer the questions before you ask them, and do the work for you so you save time.

I work one-on-one with my clients; returning phone calls and emails within 24 hours. I want you, my client, to be my “raving fan” – the person who recommends me to everyone you know – and I work diligently to make sure you are looked after in order to earn your trust and respect.

IPartner with select advisors and real estate agents who are committed to enhancing their practice. I look for a team approach through developing a repeatable process. My goal is to add value through a one-stop shop. 

Honesty – Integrity – Care

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20 Years of
Experience in the Banking Industry
We can Assist you in Purchasing your First Home
Specializing in Mortgages for the Past 12 Years
Helping You Make the Best Informed Decision for your Lifestyle

What Our Clients Are Saying

High Quality Service: Lisa gave us nothing but the best service ever. She was able to give us answers in a timely manner and the outcome was truly beyond expectation. We are so happy to have crossed paths with you and look forward to dealing with you in our next venture. Highly recommended. 

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Personable and Empathetic: Upon initially meeting Lisa, I appreciated her personable manner and sympathy toward some of the personal challenges like being a young widow that had created financial barriers for me as a student. Lisa was able to meet my needs and within my deadline, as the next tuition payment was looming. She also took the time to explain things to me, and support me regarding the legalities of our arrangement. It was all deeply appreciated.

An Amazing Experience: I found myself in a search of a new place to live, a business to run, enormous administration issues, not to mention a stress level through the roof. Needless to say, I needed help! I was connected to Lisa Upshaw. I was somewhat nervous as I don't draw an income from the business and had been informed this could be a challenge in getting a mortgage. My first interaction with Lisa gave me confidence things were going to work out fine. She explained the process and took me through it one step at a time. I spend many hours on the road so our communication was almost exclusively by email. It doesn't get any more convenient than that! When an issue arose, Lisa would present it to me with a suggestion on how to overcome it. Lisa went above and beyond in my opinion. Truly customer service focused. I can't say enough about this experience.

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