- Bruce Joseph Principal Broker
- Kevin Joseph Partner/Mortgage Broker
- Jonathan Doyle Partner/Mortgage Agent
- Katelyn Joseph Executive Administrator
- Debbie Stevenson Mortgage Administrator
- Yvonne Egan-MacNeil Mortgage Agent
- Alfredo Torres Mortgage Broker
- Tracie Barnes Mortgage Broker
- Holly Taylor Mortgage Agent
- Cole Taylor Mortgage Agent
- Clayton Robinson Mortgage Agent
- Mark Kowalchuk Mortgage Agent
- Tony Racioppo Mortgage Agent
- Andrew Davis Mortgage Agent
- Katelynn Stone Mortgage Agent
- Jack Kerr Mortgage Agent
- Paul Catling Mortgage Agent
- Brent Amey Mortgage Broker
- Amy Ford Mortgage Agent
- Foster Lee Mortgage Agent
Principal Broker / Partner
Unlike any mortgage broker you will ever meet, Bruce is as comfortable in a boardroom negotiating favourable terms for his clients as he is walking barefoot along the shorelines of Costa Rica contemplating the meaning of life.
With a 20-year career in finance that spans several industries and vocations, Bruce specializes in helping his clients make strategic investments based on thorough market research and analysis to maximize wealth building.
When he’s not trying to change the world by spreading financial literacy to the masses through speaking engagements, media contributions, and volunteer activities, he can be found spending time with Chase, his very spoiled child (Chase is actually a cat, but shhh - don’t tell Bruce that!).
Most dads read their kids bedtime stories at night; Kevin takes a different approach and teaches his daughter Evelyn how to calculate compound interest rates. We’re just kidding but his passion for finance and going above and beyond for his clients has made him one of Barrie’s most respected residential and commercial Brokers.
With over 10 years experience in the industry, Kevin is the go-to resource for clients looking to secure the industry’s most favourable terms and receive strategic, unbiased advice on how to successfully grow their business and build wealth.
In his spare time, Kevin can often be found volunteering in the Barrie community or chauffeuring his daughter to her swimming or dance lessons and spending time with his wife, Katelyn.
Remember that kid in grade school who actually got excited when there was a surprise pop quiz? Well, he’s all grown up and is a partner at Anthem Mortgage! Jon Doyle is our resident “finance nerd” who loves nothing more than breaking down complex financing to its most simple form and showing clients how easy it can be to achieve their investment goals.
When he’s not structuring financing for commercial or investment real estate transactions, he and his wife Melanie can be found trying to achieve their own financial goal of earning enough money to pay for all the sports Evan and Keira, their two young children, are involved in.
While new to the world of finance, Katelyn is highly experienced in the world of customer service and strives to ensure each and every client leaves with a smile on their face.
Exceptionally well organized and with a keen eye for detail, Katelyn ensures clients’ applications are processed swiftly and correctly, ensuring a seamless, efficient process for everyone.
A lifelong resident of the Barrie area, Katelyn can often be found out exploring all that Simcoe county has to offer or planning their next vacation with her husband Kevin and daughter Evelyn.
Alfredo began his career in finance with TD Bank in 2004, transitioning to Mortgage Broker in 2013. He loves nothing more than working with his clients to determine where they want to be in the future and then helping them plot a course to get there.
An avid member of the Barrie community, he can often be found volunteering at various events including Latinfest or spending time with his wife Karla, daughter Olivia, and his large, extended family. Are you ready to rumble? He’s also a huge fan of the WWE.
Since 2003, Holly has been the go-to resource for clients looking to source out better mortgage solutions. Her vast experience in the finance industry and unparalleled understanding of the real estate process allows her to help clients make the most informed decisions concerning their home ownership and investment goals.
Holly is joined by her son, Cole, in the Taylor Team - a mother-son investment powerhouse dedicated to providing clients with expert, personalized advice that will help them to realize their financial goals.
An outdoor enthusiast, Holly can often be found out hiking or boating or enjoying a glass of wine on a patio with her husband, Rick. They are long time residents of Barrie and have three wonderful adult children together.
Cole studied Business & Information Systems at Georgian College in Barrie and initially came from an I.T. background before making the transition into financing in 2012. Cole has been partnered with Holly – The Taylor Team and together they have attracted a very successful book of both satisfied and loyal clients in the residential mortgage market. He prides himself on integrity and transparency, always taking the time to educate his clients and prioritizing what is in their best interests.
Outside of his work, Cole describes himself as a geek, a gym rat, and a travel junkie. Some of his favourite places to visit include Thailand, the Philippines and Costa Rica.
An experienced Mortgage Broker with a background in real estate development, Tracie brings a wealth of experience to the Anthem team. Having helped clients at all stages of the real estate investment journey including buying a first home, investing, separating/divorcing, planning for retirement, buying commercial properties, obtaining private lending, and credit-challenged borrowing, Tracie is highly adept at creating strategic plans for her clients that make it easy for them to achieve their financial goals.
Tracie is a dedicated mom to her two children and enjoys spending time outdoors with them as much as possible, golfing and biking all the beautiful trails that can be found in their ‘backyard’ aka Simcoe County.
Clayton brings to Anthem a diverse background of financial competencies including wealth planning, team development, budget management, and measuring return on investment (ROI). Having managed large, world-class clients such as Toyota and Honda, Clayton strives to provide each of his clients with a world-class experience. His excellent communication skills and fastidious attention to detail are unparalleled in the mortgage industry.
When he’s not at the office, you won’t find him indoors. Clayton enjoys an active, outdoors lifestyle with his wife Melissa and daughter Berkeley.
Whether purchasing a new home, renovating a current home, or refinancing an existing mortgage, Mark has the skills and experience to find the best product for your needs. Working with both commercial and residential clients, he brings 18 years of experience working in the public safety sector to his current position and prides himself on providing professional, honest, and ethical advice to all his clients. When he’s not working tirelessly to get the best deal for his clients, he keeps very busy with his wife of 18 years, Cindy, his oldest daughter Taylor, a college student, his middle child Maya, an avid dancer, and his youngest Noah, who loves ball hockey. Working out of the Wealth Achievers’ head office in beautiful Barrie, Ontario, Mark works with clients all across Simcoe County and the GTA; as a mobile professional, he’s happy to come to you!
A welcome addition to the Anthem team, Tony brings a wealth of experience with over 16 years spent in hospitality, the majority of which was working for the Cara Foods brand where he specialized in training and development, opening 12 new stores across Canada. To complement his extensive background in project management, Tony ensures each and every client has a memorable experience and takes pride in his ability to build and cultivate long-term business relationships. If he’s not at the office you can often find him partaking in one of his many passions including golf, music, smoking meat on his Traeger, or watching his team, the Buffalo Bills. He shares this adventure we call life with his lovely wife Kim and their two children, Leo and Lydia.
Andrew brings over 24 years of experience in corporate finance to the Anthem team having worked for some of the world’s largest companies creating financial and customer management systems. He has lent his talents to Chubb Insurance, Xerox, Sony, and CBC to name a few, and is excited to leverage his corporate experience to help his clients increase their wealth through a greater understanding of mortgages and finance.
In his spare time, Andrew enjoys staying active with his family. Along with his wife Stephanie, a real estate agent, and three kids, Jeremy, James, and Sophia, the Davis family is always active either training in Brazilian Jiu-Jitsu, hiking, camping, biking, or hitting the slopes in the winter.
New to the mortgage industry, Katelynn is excited to bring her comprehensive experience in consulting, environmental monitoring, and project management to the Anthem team to help clients achieve their real estate dreams.
Katelynn attended the University of Guelph where she majored in Environmental Engineering and minored in Business Administration.
When she’s not in the office you’ll rarely catch her inside—she loves being out-and-about with friends and family, and of course her dog, Gus. When the snow flies, you’ll find her riding her snowmobile.
Having grown up in the Barrie area, Jack has been a proud community member for over 25 years and currently resides in Midhurst. He has worked in sales for over a decade and brings to the Anthem team his zeal for customer service and relationship building that keeps his clients coming back, year after year. In fact, Jack has been awarded the Top 15 in Canada distinction four years in a row, beating out thousands of other reps.
Jack is looking forward to bringing his love for problem-solving to Anthem by helping clients navigate their first home purchase, retirement home purchase, and everything in between!
When Jack isn’t working diligently to secure the best possible deal for his clients, you can find him spending time with his wife and very soon, their first child, who is expected in October 2020.
Focusing on residential mortgages whether it’s a new purchase, refinance, investment property, reverse mortgage or simply renewing your existing mortgage. Paul has a personal and professional approach committed to working with clients to meet their needs. Paul has worked in the public safety sector for over 13 years and is focused on working with first responders, front line workers, friends and their families as he is a huge supporter and understands their lifestyle.
Originally from the Niagara Region, Paul graduated from Brock University and Seneca College before settling in Barrie where he has resided for the past 20 years. When he’s not working he enjoys all outdoor activities with his family whether it’s boating, playing sports, attending concerts or sporting events.
Brent brings a multitude of experience to the Anthem team including 12 years in the investment industry, four years in the mortgage industry, and several years founding and running a successful Crossfit gym. He brings an infectious passion and energy to everything he does and delivers maximum effort to every task.
After graduating from the University of Western he moved to the Barrie area and has immersed himself and his blended family in everything active the community has to offer. When he’s not working diligently to exceed his clients’ expectations, Brent follows a “work hard, play harder” mentality engaging in a variety of outdoor adventures such as biking and skiing with his family of 9 and of course their dog, Tuck.
Debbie began her career at an early age with one of Canada’s leading financial institutions and has been helping people achieve their dreams of homeownership for over 25 years. Passionate about ethics and providing an exceptional customer experience, Debbie is considered the “go-to” for assistance in training, policies and procedures, and support.
When she’s not changing lives through homeownership, you can find Debbie lounging poolside listening to music or gardening. On weekends, you can be sure to find her in her backyard oasis sipping cocktails with her husband and close friends, with her two small dogs nearby.
After working in the real estate industry for almost a decade, Amy found her passion ensuring her clients get the most from their hard-earned dollars by selecting mortgage products that best fit each client’s individual situation and objectives.
Amy co-founded a real estate marketing company and was awarded the Women’s Entrepreneur of the Year award in 2020 from the Barrie Chamber of Commerce. Leveraging her background in paralegal studies, Amy grew her business through dedication, hard work, and always fighting to help her clients make the best possible investments.
When Amy’s not working diligently to get her clients the best return on their dollar, she can be found practising and competing Brazilian jiu-jitsu with her 4 children.
After spending over 20 years in financial underwriting and risk analysis roles, Yvonne joined a mortgage investment corporation as the Senior Mortgage Underwriter and Exempt Market Dealing Representative and spent five years developing her knowledge in that area. Currently, Yvonne is completing the Canadian Securities Course and looking forward to using her substantial industry experience to help clients enjoy a stress-free journey finding suitable mortgage financing.
In her spare time, Yvonne enjoys the company of her husband, Tony, and their four children, especially if that time is spent watching the children play hockey and baseball.
With Foster, you’re getting equal amounts of personality and exceptionalism. After spending five years working in the financial services industry, Foster opened his own business, Maple Nation Financial Ltd., to help broaden his clients’ portfolios beyond financial markets. Recognizing that a home is undoubtedly the largest asset many Canadians will ever own, Foster ensures his clients make a sound decision that will work for them now and in the future.
An oddity for the traditionally boring mortgage industry, Foster brings a tremendous amount of character to his work with a passion that is matched only by his love for finance. Working with Foster will not only help ensure a bright financial future but will also be a lot of fun!
When he isn’t “vigorously discussing” (not arguing about!) finances with his wife, Rebecca, you can usually find Foster out walking his dog-child, Stout. If he’s still MIA, check his fields as he may be hanging out with his bees.