Gregory Stanley
Mortgage Broker · CFP · CSEC · BC (BCFSA) & Alberta (RECA)
Gregory Stanley is a Chartered Financial Planner (CFP) and licensed Mortgage Broker in BC (BCFSA) and Alberta (RECA) through Home N Work Mortgages Inc., and holds the Certified Smart Equity Coach (CSEC) designation.
He is co-author of The Canada Reverse Mortgage Guide® and co-creator of the Protected HELOC Approach® with Matthew Hines. Gregory brings a financial planning lens that most mortgage brokers don't have — which means the home equity conversation always happens inside the bigger retirement picture, not instead of it. He is known for straight talk, a genuine ear, and solutions built around people rather than products.
- Approach -
My Approach
Most people come to me having already decided they don't want a reverse mortgage — or having already decided they do. My job is to slow that down.
A reverse mortgage, the Protected HELOC Approach®, a conventional refinance, or even no mortgage at all — these are all valid outcomes, depending on the full picture. What I bring that most mortgage brokers don't is the financial planning layer: how does this decision interact with your estate, your tax situation, your investment portfolio, your income plan?
That question usually changes the answer.
I've spent years sitting with homeowners at kitchen tables across BC and Alberta, and the consistent thing I've found is this: the right structure feels calm. It doesn't create new pressure. It removes the existing kind.
- The Basics -
Credentials & Licensing
Designation: CFP — Chartered Financial Planner
Designation: CSEC — Certified Smart Equity Coach
Licence: Mortgage Broker
BC Regulator: BCFSA (British Columbia Financial Services Authority)
BC Profile: View BCFSA Listing
AB Regulator: RECA (Real Estate Council of Alberta)
AB Brokerage Profile: View RECA Brokerage
AB Personal Profile: View RECA Profile
Brokerage: Home N Work Mortgages Inc.
Address: 5094 Lochside Drive, Victoria BC V8Y 2E9
- The Basics -
Publications & Frameworks
Co-Author — The Canada Reverse Mortgage Guide® A plain-language guide to how Canadian reverse mortgages work, who they're right for, and what to watch out for. Available free at canadareversemortgageguide.ca and on Amazon.
Co-Creator — The Protected HELOC Approach® A retirement home equity planning framework developed with Matthew Hines. Not a product — a structure-first approach to help Canadian homeowners 60+ access equity with flexibility, stability, and long-term control. Learn more at theprotectedheloc.ca
- The Process -
Recognition & Speaking
For over 20 years, Gregory has worked as both a licensed Mortgage Broker and a Certified Financial Planner, with his advice sought after across Canada. He has conducted seminars for seniors and for financial advisors, contributed a money column for senior-focused publications, and appeared on the Daily Edition television program discussing retirement planning. He is a past director of the Parents Who Care Society, providing pro bono financial guidance to families in need, and a supporting member of 100 Brokers Who Care.
Seminar Presenter — seniors and advisor audiences across Canada
Contributing Writer — money column, senior-focused publications
Television — Daily Edition, retirement planning segment
Past Director — Parents Who Care Society (pro bono)
Supporting Member — 100 Brokers Who Care
- A Note On Independence -
Philosophy
"My first interest is in your best interest. A reverse mortgage isn't right for everyone. But when it is, it changes lives."
Frequently Asked Questions (FAQs)
Is Gregory Stanley independent, or does he work for a lender?
Gregory works through Home N Work Mortgages Inc., a licensed brokerage with access to Canadian reverse mortgage lenders. He is not employed by any single lender and receives no preferential compensation for recommending one product over another.
What areas does Gregory serve?
Gregory is licensed in BC (BCFSA) and Alberta (RECA) and works with homeowners across both provinces. For Ontario, see Matthew Hines's profile.
How do I verify Gregory's licence?
You can verify Gregory's BC licence at BCFSA's public registry or his Alberta licence at RECA's public registry.
Ready to get some straight answers?
Book a free 30-minute call. Bring your questions — there's no such thing as a silly one when it comes to your home and your retirement. Choose your province to connect with the right specialist.
Your Retirement. Your Equity. Your Options
Let's build a plan that gives you confidence for today and freedom for tomorrow.
- Your Trusted Advisors -
- Explore Our Resources -
Canada's trusted plain-language resource for reverse mortgage information. Helping Canadian homeowners 55+ unlock the value in their homes with confidence, clarity and a plan for a better retirement.
Two experienced professionals. One common goal: Helping you make informed decisions with confidence.
Matthew Hines CRMS, CSEC
Mortgage Agent Level 2
Matthew has spent two decades helping Ontario homeowners navigate the decisions that matter most in retirement. He holds the Canadian Reverse Mortgage Specialist (CRMS) designation, works with Canadian reverse mortgage lenders, and co-authored the Canada Reverse Mortgage Guide. His approach is simple: understand the whole picture first, then find the structure that actually fits — even if that structure isn't a reverse mortgage.
647-372-0762 | Mon – Fri: 9am – 6pm EST
Gregory Stanley CFP, CSEC
Mortgage Broker
Gregory has spent decades helping homeowners across BC and Alberta build retirement plans that actually hold up under pressure. As a Chartered Financial Planner and co-author of the Canada Reverse Mortgage Guide, he brings a planning lens most mortgage brokers don't have — which means the reverse mortgage conversation always happens inside the bigger picture, not instead of it.
236-300-3439 | Mon – Fri: 9am – 6pm PT
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