Mortgage Referral Program

At Edward Jones, we have selected M.R.S. Trust, a subsidiary of Mackenzie Financial Corporation, to partner with us and offer home mortgages to our clients. The M.R.S. Mortgage Referral Program is ready to work for you. Whether you're considering a new home purchase or transferring your existing mortgage, we're committed to making your financing experience the most satisfying one you can have.

Variety of Mortgage Options

• First mortgages
• Conventional or High Ratio
• Purchase
• Equity Take Out

Wide Range of Mortgage Terms

• 6 month open, closed and convertible
• 1 year closed or convertible and 2-5 year closed

Competitive Rates and Policies**

• Rates for clients referred to M.R.S. by Edward Jones average 1 per cent below posted bank rates
• Rate guaranteed for up to 90 days
• Choice of payment frequencies including weekly/bi-weekly/semi-monthly and monthly

How does it work?

• Your Edward Jones financial advisor* refers you to M.R.S.
• You can call the M.R.S. toll-free number yourself, or
• Your financial advisor can ask M.R.S. to call you at a convenient time.

M.R.S. walks you through the mortgage application process. A specially trained mortgage specialist will:

• Discuss your mortgage needs.
• Answer your mortgage questions.
• Take your application over the phone.
• Call you with a response within 24 hours of your application.

At M.R.S., the specialists can give you current rates, explain the types of mortgages available and help you decide which loan is right for you. For more information, please contact your local Edward Jones financial advisor, or call the Edward Jones & M.R.S. Trust Mortgage Referral Customer Service Line at 1-800-872-2127.

Note: The Edward Jones Mortgage Referral Program is not currently available in Quebec. In consideration of the efforts in making you aware of M.R.S. Trust Company's mortgage products and services leading to a successful mortgage, your financial advisor's sponsoring Dealer may receive a one-time compensation of up to $300 directly from M.R.S. Trust Company.

** Rates subject to change without prior notice.