The 19th century military genius, Carl Von Clausewitz believed the most important quality in a leader is common sense.
Guy made a lot of sense.
Grant Mackenzie, CEO
Describe Grant? If forced to wrestle the achievements of a 30+ year career into a one paragraph bio it would read something like this. Before co-founding Heartwood Financial Group, Grant was the CEO of a Schedule 1 national Canadian bank. Prior to that he established, led and grew major mortgage lenders in both Canada and the US. The details are all there, on his LinkedIn profile. What isn’t there are the stories about his maverick mind, his crusade for common sense and his inexhaustible resolve for championing responsible financial products designed to do big things for the little guy.
That’s the story he’s writing at Heartwood.
Jonathan Bundle, Head of Sales and Operations
There’s something you need to know about Jonathan Bundle that’s going to clarify why the words ‘Heartwood Head of Sales and Operations’ don’t just follow his name, they belong there. He’s a door kicker. Maybe being born in England gave him a Beckham foot, but that explanation’s too easy, it undersells his story. Truth is, his years of experience in finance were often about kicking open doors, solving problems, inciting change. As many Brokers know, Jonathan didn’t just lead the re-entry of HSBC to the broker market he made sure HSBC was the first lender to offer brokers the same rate across all distribution channels, enabling them to properly compete with the Big 5 banks—for the first time. As Heartwood’s first Head of Sales and Operations, you can expect Jonathan to continue putting his best foot forward, right smack into any doors that obstruct common sense from strengthening the mortgage lending market.
Franca Tosti, Head of Underwriting
Ms Tosti, our founding Head of Underwriting, has over 30 years experience in the mortgage industry, earning a storied reputation for customer service and developing strong relationships. If you think Franca knows just about everything about underwriting, then you know her well. As you are reading these words she is no doubt using her creativity, drive, leadership and common-sense to help grow a broker’s book of business. Would it surprise you to know that her name Tosti can mean “badass” in Italian? We promise you, nothing is lost in translation.