Mortgage Broker

Winter 2017

Mortgage Broker is the magazine of the Canadian Mortgage Brokers Association and showcases the multi-billion dollar mortgage-broking industry to all levels of government, associated organizations and other interested individuals.

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44 | winter 2017 cmba-achc.ca CMB MAGAZINE all in the family ROGER: Matt took business at Acadia, like me. But when I started the company, I didn't know what Matt's career path would be. I told him he was welcome to come in and join anytime. Kids need to go see what's out there for them, but then I got a call: He was ready to come home and go to work. We have a strong relationship, and share family morals and ethics. As he gained experience and got more courage, he challenged us to try things in new ways. I was all for it! Anything that he could do to help us. When you run a small business, you wear many hats, so it was nice to take a hat off and hand it to him. We come from different eras, and he's been introducing me to all the social media and helping with reaching out to clients. But, fundamentally, we are both the same. How do you keep work and personal life separate? MATT: A lot of people ask about this, and I do think it's unique how well we work together. Sure, discussions do come up at family dinners, but we usually let it relax with family. I give [Roger] the credit on that, and for making it easy for me. We have a great business relationship, a strong father-son dynamic, and a friendship at the base of it all, too. But do we need breaks from each other? No, we're good! We know each other well enough. Our family homes are close, too. When we leave work, we both have separate things we're doing. ROGER: In our industry, some of it overlaps – like when we're out, and people talk to me and then Matt. eir reaction is that we know what the other's going to do or how they would react to things. Bottom line is, we have our shared values. Do people make comparisons? MATT: With our referrals, people pair us up with demographics if they prefer to work with someone their own age. I'm oen with the THE WHEELER BOYS Father and son team of Roger (left) and Matt, says having a division of responsibilities and clients makes it all work

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