Heartwood Financial Group Revenue

Financial Services • 151 Consumers Rd, Suite 701, Canada • 11-20 Employees

Heartwood Financial Group revenue & valuation

Annual revenue	$1,197,770
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,900,000
Total funding	No funding

Key Contacts at Heartwood Financial Group

Grant Mackenzie

Chief Executive Officer

Jonathan Bundle

Head Of Sales And Operations

Company overview

Headquarters	151 Consumers Rd, Suite 701, Toronto, Ontario M2J 4Z2, CA
Phone number	+18036553125
Website	heartwoodfinancial.ca
NAICS	52
Founded	2025
Employees	11-20
Socials

Heartwood Financial Group Email Formats

Heartwood Financial Group uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@heartwoodfinancial.ca), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@heartwoodfinancial.ca	100%

About Heartwood Financial Group

Our name is Heartwood. Our business is providing Canadians with alternative mortgages through Licensed Mortgage brokers. But our goal isn't just providing common sense mortgages—it's getting Canadians securely into their homes and keeping them there. There’s a reason our name is Heartwood. The heartwood is the innermost part of a tree, the strongest, most resilient part. We fund the heartwood in borrowers others miss. When banks turn away a mortgage applicant for being non-conforming, we don’t judge, we get to work, with their broker, to uncover their story. We call ourselves Craft Lenders, because we take the time to do things right. Our craft lending approach means each application gets thoughtful attention—not a cold algorithm. We focus on how to say ‘yes’ responsibly and confidently, because giving borrowers loans they can handle, well, that’s just common sense.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager

Entry

C-Suite

Employees by Department

Heartwood Financial Group has 10 employees across 4 departments.

Departments

Number of employees

Funding Data

Heartwood Financial Group has never raised funding before.

Frequently asked questions

Heartwood Financial Group is located in 151 Consumers Rd, Suite 701, CA.

You can reach Heartwood Financial Group at +18036553125.

Heartwood Financial Group generates an estimated annual revenue of $1,197,770. This revenue figure reflects the company's market position and business performance in its industry.

Heartwood Financial Group has an estimated valuation of $3,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Heartwood Financial Group was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Heartwood Financial Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Heartwood Financial Group

Grant Mackenzie

Chief Executive Officer

Jonathan Bundle

Head Of Sales And Operations

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