Vested Capital

From Bank Employee to Mortgage Brokerage CEO: Building a 60-Person Team

1 h 33 min · 25 de mar de 2026
Portada del episodio From Bank Employee to Mortgage Brokerage CEO: Building a 60-Person Team

Descripción

Teddy Keres built one of Montreal's most successful mortgage brokerages by mastering the art of relationship-driven sales and strategic scaling. This article chronicles his journey from hockey player to peak-performing mortgage specialist at Bank of Montreal (closing 500 deals annually), then to founder of Group Orbis, a 60-person brokerage. We explore his client acquisition strategies, his personal real estate investing philosophy focused on student housing near McGill University, the mechanics of transitioning from employee to entrepreneur, and his perspective on the future of mortgage lending including decentralized finance. Packed with actionable insights on financing properties, building service businesses, and scaling through people.

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episode From Bank Employee to Mortgage Brokerage CEO: Building a 60-Person Team artwork

From Bank Employee to Mortgage Brokerage CEO: Building a 60-Person Team

Teddy Keres built one of Montreal's most successful mortgage brokerages by mastering the art of relationship-driven sales and strategic scaling. This article chronicles his journey from hockey player to peak-performing mortgage specialist at Bank of Montreal (closing 500 deals annually), then to founder of Group Orbis, a 60-person brokerage. We explore his client acquisition strategies, his personal real estate investing philosophy focused on student housing near McGill University, the mechanics of transitioning from employee to entrepreneur, and his perspective on the future of mortgage lending including decentralized finance. Packed with actionable insights on financing properties, building service businesses, and scaling through people.

25 de mar de 20261 h 33 min