About First Foundation


Own a home, grow your wealth and protect your loved ones. Own. Grow. Protect. Offering mortgage broker services, financial planning, and insurance broker services. Anyone can sell you a mortgage, an investment, or an insurance policy...but those are the tools, not the result you want. The mortgage is to help you OWN your home. The financial plan is to help you GROW your wealth. The insurance policies are to protect you and those you care about the most.


Companies Represented


  • Aviva
  • Cansure
  • Chubb
  • Elite
  • Optimum
  • Pembridge
  • Premiere
  • Sgi Canada


First Foundation Agents




Insurance Products Offered


  • Auto Insurance
  • Business Insurance
  • Critical Illness
  • Disability Insurance
  • Home Insurance
  • Investments
  • Life Insurance
  • Mortgages
  • Travel Insurance


Reviews



  • Shadan F. 11 days ago

    I wish to thank Jen Perry for all her help during our purchase of our home. In particular, despite the short time she had, Jen provided us with the insurance in a timely manner, that is, a day before deadline.




  • Daniel M. about 1 month ago

    LeeAnn Roz and team were exceptional throughout our move and mortgage process. Within 3 days of contacting LeeAnn we needed to have our new pre-approval completed as we needed to get into the Ottawa housing market on a fast Military posting from Edmonton (all during COVID). LeeAnn was able to get us a lower rate than we currently had, and did it within 48 hours enabling us to secure our home fast. Afterwords LeeAnn was instrumental in dealing with the legal team and realtors (in both Ottawa and Edmonton), making this process very smooth for us. LeeAnn is also well versed in post-move military admin, making sure I had all of the required documentation which resulted in my successful claim to BGRS. We will 110% be using LeeAnn and First Foundation for any future moves we have, and I have already recommended her to many friends and colleagues who have also had a very positive experience. I strongly recommend LeeAnn Roz to anyone, especially to military families - you will be in the right hands.




  • Basil B. about 1 month ago

    We've consulted with Jen Perry for our Home and Auto insurance needs and she is an honest broker who best advises about the right product for our specific needs. She does not try to oversell or undersell. Highly recommend her services for an education and the right product.




  • Sherisse H. about 2 months ago

    Dear Jen, I wanted to thank you! Insurance is one of those things that is mandatory and sometimes I find that it is extremely difficult to find a broker that really dives into the policy to tell their client’s about some of the pitfalls with a policy. I understand that not all policies are alike and it should practically never come down to premium. That all being said, I love that you fought for me as a broker should to ensure that I wasn’t being penalized with something in premium that had nothing to do with me. Last year my policy premium doubled, and this year, even given the difficult market, you managed to bring my rates back in line. Thank you Jen for all you do, it is so greatly appreciated! Sincerely and with gratitude, Sherisse




  • Y&Y D. 2 months ago

    I highly recommend to get insurance with Jen, She was very responsive and gave us solution very fast for our needs. Excellent professional




  • Evan S. 3 months ago

    I was referred to Susan Serrano with First Foundation in Saskatoon by my real estate agent while I was in the early stages of actively pursuing my first home. I already had something in place with my bank, but Susan was able to get me a much better interest rate, as well as a mortgage amount that fit my needs far better! Susan was very quick to start processing everything after I got in touch with her. She was very flexible, and willing to take the time to look at many different options with me. She was always very quick with response times, and I always felt very up to date on everything throughout the whole process. I couldn't be happier with how it all turned out!! Highly recommend to anybody looking to buy a home!!




  • Casey S. 3 months ago

    LeeAnn was fantastic with our recent renewal. She was able to get me and my wife the lowest interest rate I've ever seen! In fact, it's all I talk about now to my friends and co-workers. Granted, I don't have very many friends left because of it but that's OK. I can just buy new friends from all the interest I'm saving ...




  • Stacy L. 3 months ago

    Thanks James for helping us with buying our first home. We were new to the whole home buying process but, he was able to make it seem so easy. Once we got all the required documents the process was quick and not as stressful as we had imagined. He was present for every step of the process and we are grateful for his help.




  • Daniel B. 4 months ago

    First Foundation (Angela Epp) went above and beyond for me on my first mortgage and Jen Perry was brilliant in helping with my Life/Home insurance policies. Having the best Insurance brokers, Mortgage brokers and Financial Planners under one roof is what truly separates them from the competition.




  • Brittany A. 4 months ago

    I really enjoy working with First Foundation. Jen has worked tirelessly behind the scenes to get our commercial insurance up and running during Covid. Jen was able to get the terms we required from a new insurance provider for us - which we are thrilled about! Highly recommend if you are looking for personal, or commercial insurance!




  • James R. 5 months ago

    Jen Perry is very knowledgeable and takes her time to explain coverage and what is needed. She works especially well with first time home buyers. Highly recommend!




  • Michelle S. 6 months ago

    If you are looking for a knowledgeable, tenacious, and patient, mortgage broker, you will find these qualities in LeeAnn at First Foundation. Our mortgage was not complicated, but did have some moving parts and we wanted to ensure all of our land would be taken into account for our mortgage. LeeAnn never gave up in getting us what we wanted and needed. LeeAnn is our mortgage broker super-hero.




  • S P. 6 months ago

    Avoid this place like it's a petri dish of COVID. I attempted to renew my mortgage with First Foundation after a very pleasant experience the first time around. I was put in contact with James for my renewal. After submitting all the required documentation, James sat on my documents for 3 weeks, until 3 days before the deadline only to tell me that he couldn't get an offer to me because "he was not honest with himself about how much time he had". This, after I tried to contact him and follow up numerous times in those 3 weeks. He left me high and dry with no time to go to another brokerage firm and try to salvage my renewal. He lied about contacting me with this news, he lied when he told me he would call me back after trying to check in during the 3 week period after submitting my documents, and during our last conversation he told me that "the timeline was always pretty tight" and "he would not have been able to get it done regardless". I could not be more disappointed with the way James mishandled everything. I wish I could give this place negative stars. Avoid at all costs.




  • Dale J. 7 months ago

    Jen Perry was absolutely phenomenal, she helped us with all our insurance needs and was so patient with us. She explained everything so well and gave us updates as soon as she heard things which was so important to us. We felt so taken care of and beyond grateful for how kind and caring she was during the whole process of getting things set up.




  • Ryan D. 10 months ago

    Five star for sure! First foundation was the only insurance broker that accommodated our insurance needs as new immigrants six years ago. Since then and 2 properties and 3 cars later we have nothing but smooth and worry free business transaction with them. And I have never even have met them :). Everything we did was online. Shout out to Jen Hamilton! Hope to meet rest of the team some time. Thank you!




  • Jere 10 months ago

    Thank you James for all your help with my reverse mortgage! It is unusual I'm guessing for you to have a senior with no mortgage experience, but you handled my situation beautifully. Always ready and willing to advise or research the answers to my questions. Also you were able to provide access to legal assistance - much appreciated. Thanks again for your knowledge and patience.



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Agency's Business Hours


  • Monday 9:00 AM – 5:00 PM
  • Tuesday 9:00 AM – 5:00 PM
  • Wednesday 9:00 AM – 5:00 PM
  • Thursday 9:00 AM – 5:00 PM
  • Friday 9:00 AM – 5:00 PM
  • Saturday Closed
  • Sunday Closed
  • Mon 9:00 AM – 5:00 PM
  • Tue 9:00 AM – 5:00 PM
  • Wed 9:00 AM – 5:00 PM
  • Thu 9:00 AM – 5:00 PM
  • Fri 9:00 AM – 5:00 PM
  • Sat Closed
  • Sun Closed

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