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Yes Plan Financial

1.8 (5 reviews)
Open • 10:00 am - 7:00 pm

Services - Yes Plan Financial

Mortgage services

Title loan

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Jason Scott - Edmonton Mortgage Broker

Jason Scott - Edmonton Mortgage Broker

(3 reviews)

My husband and I were looking to renew our mortgage and get some extra cash to pay off some small…read moredebit. We were not happy with our current bank Servus Credit Union... in the past they were great credit union but things change in time. Looking for something different I googled mortgage brokers in Edmonton and came across Jason Scott Mortgage Broker. I made a call he answered right away( super great start) within 5 minutes on the call I knew Jason was a professional , smart and knew his business. He answered my questions and gave me advise. Jason sent me an application while I was on the phone.... so great. Once finished filling out application Jason sent us E Docs to sign online so easy. Didn't have to come into the office or, take a pic or upload pics to send back etc etc again couldn't believe how easy. Mortgage offer came back... great rate, great terms and cash to pay off debits. Just what I asked for. Jason and his assistant Ramzie were amazing, from start to close. They answered any call I gave them right away, no answering machines WOW, are you kidding me. It really was hassle free in this day and age. Day came for the mortgage to transfer. We got to choose what bank we wanted to meet at... easy breezy and the Mortgage Specialist from Bank of Novia Scotia was on time ,friendly, and fast. We even didn't have to pay legal fees from a law firm for closing costs. Everything was included, as an added bonus we were reimbursed our money back from the home appraisal we paid for at the beginning and asked if we needed a line of credit, such a wonderful great experience! I cant say enough. I highly recommend Jason Scott and team. If you are looking for a mortgage broker stop looking and call Jason Scott. I am a Travel Consultant and I know 5 stars places. Jason Scott is a 5 Star Mortgage Broker that you will love. My husband and I sure did. Thanks Jason & Ramzie you were awesome ! I will recommend you to everyone. Warmest Regards, Susan & John Taylor Edmonton, Alberta.

Jason Scott and his team are amazing to work with! As a first-time home buyer, they went above and…read morebeyond expectations, answering any questions I had along the way. I don't usually write reviews but their stellar knowledge and experience forced me to write a review. You can be assured that you will be getting the best mortgage rate as he got me an amazing deal, where other mortgage brokers could not. If you choose Jason, and his team you would be in great hands as they work countless hours to work around your schedule and respond to you promptly.

Tara Borle - Mortgage Architects - Tara Borle Mortgage Planner

Tara Borle - Mortgage Architects

(3 reviews)

My husband and I are grateful for our experience with Tara as our mortgage broker. We had a lot of…read morequestions over the last year while our house was being built and she was always patient with us/always responded to us quickly. She is very good at her job, she pays attention to detail and really listened to what we wanted. We will go to her again if we ever move in the future.

Let me say right away that Tara and her team are THE BEST in the business. Call her and she will…read moreget you the mortgage you want at the best rate, end of story. I was referred to Tara by my girlfriend. My mortgage company was not being helpful with porting my mortgage, and my previous mortgage broker could not seem to get me a decent rate. I found out during my first conversation with Tara that she is forthright, honest, tough, hardworking and loves a challenge. I told her that I really liked the broker I had, that he had worked hard, etc. Tara asked me what rate she needed to get my business, I said she needed to beat his rate by 50 basis points (half a percent), to which she replied "no problem, give me a day"! Anyway, she ended up beating it by almost 60 basis points, there was no way I could have gotten a better rate with the same criteria. To say I'm happy with the service of her and her excellent team would be a huge understatement. If I could give her 6 stars I would! When I need a renewal or if I have to move again, she will be my first call.

Yes Plan Financial - mortgagebrokers - Updated May 2026

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