Broker Succession Specialists · Alberta
Relay works exclusively with retiring Alberta mortgage brokers, so you can step back without giving up the income, or the clients, you spent a career building.
Why Now
Your book's value is peaking right now.
Book a Confidential CallThe Process
Most brokers who retire simply hand their clients away and walk off with nothing. There has never been a clean way out. That is the gap Relay was built to close, with a process that is simple, private, and paced to you.
Tell us about your book and your timeline. No cost, no obligation, and nothing leaves the room. We listen first.
We design a transition that fits how and when you want to step back, and keeps income flowing to you after you do.
You introduce them, we look after them. Your name, your standards, and your relationships are respected throughout.
Why Relay
Three things every broker wants from a good exit, and what Relay is built to deliver.
You stop working, the income does not stop. Relay is built so you continue to be paid from the book you spent decades building, long after you have stepped back.
Your clients are handed to a licensed team, not orphaned to a call centre or a bank. No cold-selling, no pressure. The trust you built is protected.
Confidential from the first call to the final handover. No aggregator, no client, and no competitor finds out, unless and until you decide to tell them.
Book Valuation
Every book is different. Tell us a little about yours and we'll send a private, indicative range by email. No obligation, and nothing shared with anyone.
"Every broker's book tells the story of decades of trust. Our job is to honour that, and carry it forward."
— Relay Mortgage Founding Principle
Who We Are
Relay Mortgage was founded to solve a very specific problem: retiring mortgage brokers in Alberta had no easy, fair way to exit their business. Banks didn't want the liability. Aggregators moved slowly. Junior brokers lacked the capital.
We exist to bridge that gap, so broker succession is straightforward, fair, and dignified.
We value your life's work properly and treat you fairly for it. No distress pricing, no games, no pressure to decide before you're ready.
You decide how and when you step back. We design the transition around your pace and your priorities, not ours.
Your clients are the reason your book has value. We look after them like our reputation depends on it, because it does.
Relay is a licensed team, not a faceless fund. Operations and broker relationships are led by Jack Vanstone, alongside Danielle Di Marco, Principal Broker under Mortgageline (a franchise of Mortgage Architects, the licensed brokerage).
Insights for Retiring Brokers
A structured exit can deliver a better outcome than selling to a competitor for a single cheque. Here's the thinking behind the shift.
Book values have shifted over the past two years. We break down the factors that drive a valuation up, and what drags it down.
From RECA deregistration to aggregator novation, a practical checklist for Alberta brokers planning their exit in the next 12–24 months.
Common Questions
Answers to the questions we hear most from brokers thinking about an exit.
Take the First Step
Thirty minutes is all it takes to understand your options. No pressure, no jargon, no obligation, just honest answers about your exit.
Get in Touch
Whether you're three months or three years from retirement, it's never too early to understand your options. Every enquiry is treated with complete discretion.
(403) 463-1691 · Call | Text
Calgary, AB — serving brokers across Alberta