Best Mortgage Brokerages and Lenders to Work for
in Canada | Top Mortgage Employers

Workplace winners

As mortgage broker market share continues to rise, the best mortgage brokerages and lenders to work for ensure their teams have the support and resources they need to meet demand and succeed.

Mortgage Professionals Canada’s (MPC’s) 2024 Mid-Year report shows that brokers’ market share rose 4 points from year-end 2022 to 33 percent.

Several demographics showed an increase in the use of mortgage brokers, including:

  • Alberta residents (+2 points vs. 2023, +2 points vs. 2022)
     

  •  Millennials (ages 28–43 in 2024, up 1 point from 2023, +5 points from 2022)
     

  • Gen X (ages 44–59 in 2024, +7 points vs. 2022)


To identify Canada’s Top Mortgage Employers 2025, CMP invited organizations to showcase their workplace practices and benefits. Employees from 90 nominated companies then completed an anonymous survey evaluating their workplace across eight factors, including compensation; culture; advancement; diversity, equity, and inclusion (DE&I); and innovation.

Employers had to meet a minimum number of employee responses based on company size. The top three companies in each category were awarded gold, silver, and bronze medals based on company size and overall employee satisfaction.
 

Best mortgage brokerages and lenders to work for put people first

 

This year’s Top Mortgage Employers stand out by investing in their employees, ensuring they are fully equipped to serve a growing client base.
 

Capital Direct Lending: investing in career growth

 

  • Silver medal for culture
     

  • Six bronzes for advancement, compensation, DE&I, reputation, and sustainable programs


“We’re very focused on supporting our team’s career growth and providing the opportunities they need to feel satisfied and happy,” explains vice president of operations Éire Gorman.

“We have a promotion-from-within policy to ensure employees get the chance to advance, and we invest in training and professional certifications based on what the team wants.”
 

Éire Gorman, Capital Direct Lending
“We provide the team with engaging work that helps them see the impact of what they do. We make it clear how their work contributes and helps people on their path to financial freedom”
Éire GormanCapital Direct Lending


The Vancouver, BC-based small business earned a 9.61 out of 10 overall employee satisfaction rating, along with seven medals.

It offers various development programs to employees who want to go down the mortgage broker route or the Canadian Securities Commission route on the investment side. Some of the lender’s accountants pursued their CPA designation, and Gorman herself has completed an MBA.

Gorman says, “There are a lot of different avenues we support, and I think people like to see those opportunities are there for them.”
 

PHL: empowering employees to advance

 

  • Three golds medals for compensation, DE&I, and innovation
     

  • Two silvers for benefits and reputation 


The leadership team at this top mortgage employer located in Surrey, BC, gives employees opportunities to grow, funding relevant educational courses and professional development activities.

The small lender with just over 30 employees earned the bronze medal overall, achieving a 9.64 employee satisfaction rating and five medals across the eight categories.
 

Jennifer Lowe, PHL
“Everyone works closely together here, and there’s no ego within the team. Our employees are here to learn, grow, and work together”
Jennifer LowePHL


“We are an investment corporation that also invests in our people,” says Jennifer Lowe, director of people and culture.

“If someone sees an opportunity, whether it’s a leadership training course or something they feel inspired to improve, PHL is all in. We encourage our people to, ‘Tell us where you want to grow,’ and we trust it’ll make sense for your role.”
 

Culture of teamwork and strong leadership instill employee confidence

 

As 43 percent of Canadians turned to mortgage professionals for help in securing a mortgage, trust in the industry remains high, MPC’s report revealed.

Additionally, with 61 percent of mortgage holders feeling anxious about renewals and 30 percent expecting to renew their mortgages in 2025, employees in this field are handling more complex client cases than ever.

The Top Mortgage Employers offer a supportive culture and stability in uncertain economic times.

In CMP’s survey, culture ranked second on employees’ priority list, showing that companies with strong leadership and a people-first approach create the most engaged and successful teams.

Building a people-first culture

 

Capital Direct Lending fosters a workplace built on DE&I, employee engagement, and transparency.

“Our people-first culture is super important to us,” Gorman says. “We believe people are the most important aspect of any business, and especially in its success. It’s about ensuring everyone is focused on the same goal while maintaining our commitment to growth and an innovative work environment.”

It focuses on team building to boost employee engagement, hosting office events that celebrate occasions that are important to staff, such as Chinese New Year, St. Patrick’s Day, Cinco de Mayo, and Halloween.

It also provides community sponsorships and support for local charities, such as Make-A-Wish Foundation, Cause We Care Foundation and CKNW Kids Fund, and local hospitals. Employees are encouraged to get involved and give back, providing an opportunity to be part of something bigger.

Gorman says, “We promote an environment where everyone feels heard and has the opportunity to share their opinions and thoughts while also being their authentic self. It’s about creating a space where people feel comfortable and at home.”

To foster employee well-being and work-life balance, the lender minimizes overtime as much as possible and offers in-office personal training sessions, including yoga three times a week and high-intensity training classes for two days.

“We look out for our team’s lifestyle and well-being, and that’s how we offer a safe and positive work environment,” says Gorman. “Allowing people to realize the impact they have is important. Feeling like you’re making a difference in your role makes you want to stay and be part of it.”
 

Leadership sets the standard

 

Collaboration is at the heart of PHL’s culture, supported by a hands-on executive team that is intentional about celebrating employees’ wins, from sales, underwriters, renewals analysts, and managers to accounting and investments.

“When I’ve recruited individuals familiar with PHL, it’s inspiring to hear from people who know our founders (current CEO Steve Ponte and Parm Purewall) and the reputation they’ve created, which is one of transparency and strong relationships,” says Lowe.

“PHL’s founders are stand-up people who others want to work with and for and feel proud to be associated with. We want our employees to feel proud to work here. Our leadership is involved enough not just to provide lip service but to ensure everyone’s actions back it up.”

Lowe emphasizes employee satisfaction is chief among the company’s priorities.

“We have flexible work from home one day a week, regular town halls, and several recognition programs,” she says. “We want everyone to be involved and celebrate our wins as a team.”

The Top Mortgage Employers reward their people

 

In CMP’s survey, compensation ranked at the top of employees’ priority list at 9.5/10. Notably, compensation ranked first among employees of all tenures, except those with less than one year of service, who prioritized culture over pay.

Moreover, over 90 percent of respondents said their employers offered bonus and incentive programs, underscoring the winning employers’ commitment to attracting and retaining their best employees.
 

The impact of compensation on retention


Hays Canada’s Salary & Hiring Trends Guide 2025 found that pay levels are the top cause – at 46 percent – of skills shortages at the organizations it surveyed.

The trends report also found:

  • profit is the top focus for companies

  • 85 percent of organizations struggle to attract new talent

  • retention is the number one focus

  • the main recruitment gap is in intermediate and management positions

  • 48 percent see no scope for progression in their current company

  • 37 percent feel their pay is unfair or unequal


This data makes it clear that the leading organizations find ways to build trust and engagement, which affords them a competitive edge.

As highlighted in the report, Hays Canada’s president, Travis O’Rourke, says, “Embracing pay transparency is crucial, not only because of legislative requirements or ethical considerations, but also because a workforce that trusts its employer is more engaged and satisfied. Transparent pay practices can foster a culture of trust and loyalty, which are essential for long-term success.”
 

Competitive pay and flexibility


Capital Direct Lending offers competitive compensation above the industry average, including its commission structure. Bonuses are also available for mortgage brokers and those working on the investment side.

“We also make sure benefits fit employees’ needs, whether that’s maternity and vacation policies or flexibility depending on family needs,” Gorman says.

“We have many employees who immigrated to Vancouver and want to go home and see their family at times. So, we’re mindful of that and compassionate, ensuring everyone feels they have the necessary flexibility.”

Best-in-class benefits and compensation


PHL is known for taking good care of its employees. The pay, from bonuses to base salary, is generous and is higher than market average to ensure there are no monetary reasons for employees to leave.

It covers 100 percent of health and dental benefits from day one, and the plan is robust. For example, it provides $1,000 for paramedical services, six-month recalls for dental, no deductibles, and no referrals are needed for many services. It also offers RRSP matching to all staff.

“It’s top-tier benefits for everything we could possibly need for ourselves and our families,” Lowe says.

How the Top Mortgage Employers ensure employees are happy

 

The Canadian Mercer 2024 Turnover Survey found that the average voluntary turnover rate nationally is 11.9 percent. However, rates vary significantly by industry, with roles in banking and financial services the toughest to fill.

The best mortgage brokerages and lenders to work for have remained competitive by supporting their teams, offering competitive salaries and bonuses, providing benefits that promote health and wellness, offering flexible work options, and providing innovative tools to help employees perform at their peak.

Prioritizing employee appreciation and efficiency


Capital Direct Lending celebrates milestones to show its people that it appreciates their loyalty and dedication.

“I think that’s twofold: we’re loyal to our team and build good relationships,” says Gorman. “It’s a priority for us to sit down, get to know our team, and understand their values so we can provide them with work that aligns with their goals.”

On the sales side, the company has automated its CRM systems, which makes inputs and integration between different systems more manageable. Manually inputting investment amounts and AUMs is a thing of the past. It has also migrated from a paper-based structure to a platform that handles e-signatures and other processes.

Gorman says, “We use AI for data analytics, looking at things such as overtime and identifying where we need to allocate more resources in different markets and provinces based on workload increases.”

The lender remains focused on leveraging technology while providing the training necessary to ensure everyone successfully uses it.

“We hold regular tech training and development so that all these systems we’re implementing are actually useful and make people’s jobs easier,” says Gorman. “Implementing these integrations is great, but the key is ensuring everyone is comfortable using them.”
 

A culture that welcomes innovation


PHL’s positive environment has been a draw for many employees.

“They work with hardworking colleagues, and there’s a sense of meaning in the work,” says Lowe.

The lender emphasizes an open-minded approach to technology and associated tools. One of its senior leaders introduced several ideas for exploration after attending a conference covering how to create efficiencies.

Lowe says, “We recently changed one of our major platforms. How to improve our service and speed is som  ething we are always thinking about.”

As a young company, there is no entrenched mindset. Everything is always up for debate, and there are ample opportunities to do things differently.

“We’ve upgraded our technology and ensure employees have everything they need, from tools to ergonomic set-ups,” says Lowe. “We’re always looking for ways to improve the experience for both employees and clients.”
 

 

Best Mortgage Brokerages and Lenders to Work for in Canada |
Top Mortgage Employers

Brokerages with 10–100 employees


Advancement
 

  • A.T.S.A.I.M.I. Collective
    Gold
  • Swivel Mortgage Group
    Gold
  • Yournesta Financial
    Gold
  • SafeBridge Financial Group
    Silver
  • Integrity Tree Financial
    Bronze


Benefits
 

  • Tribe Financial
    Gold
  • Integrity Tree Financial
    Gold
  • SafeBridge Financial Group
    Silver
  • A.T.S.A.I.M.I. Collective
    Bronze


Compensation
 

  • Swivel Mortgage Group
    Gold
  • Yournesta Financial
    Silver
  • A.T.S.A.I.M.I. Collective
    Bronze


Culture
 

  • A.T.S.A.I.M.I. Collective
    Gold
  • Swivel Mortgage Group
    Gold
  • Yournesta Financial
    Silver
  • Tribe Financial
    Bronze


Diversity, equity, and inclusion
 

  • A.T.S.A.I.M.I. Collective
    Gold
  • Swivel Mortgage Group
    Gold
  • Yournesta Financial
    Gold
  • Tribe Financial
    Silver
  • SafeBridge Financial Group
    Bronze


Innovation
 

  • Swivel Mortgage Group
    Gold
  • Yournesta Financial
    Gold
  • A.T.S.A.I.M.I. Collective
    Silver
  • SafeBridge Financial Group
    Bronze


Reputation
 

  • A.T.S.A.I.M.I. Collective
    Gold
  • Swivel Mortgage Group
    Gold
  • SafeBridge Financial Group
    Gold
  • Yournesta Financial
    Gold
  • Verico Xeva Mortgage
    Silver
  • Tribe Financial
    Bronze


Sustainable programs
 

  • Swivel Mortgage Group
    Gold
  • A.T.S.A.I.M.I. Collective
    Silver
  • Tribe Financial
    Bronze


Overall winners
 

  • A.T.S.A.I.M.I. Collective
    Gold
  • Swivel Mortgage Group
    Silver
  • SafeBridge Financial Group
    Bronze
Brokerages with more than 100 employees


Advancement
 

  • Verico Paragon MortgagePal
    Gold
  • Tango Financial
    Silver
  • Orbis Mortgage Group
    Bronze


Benefits
 

  • Tango Financial
    Gold
  • Orbis Mortgage Group
    Silver
  • Verico Paragon MortgagePal
    Bronze


Compensation
 

  • Verico Paragon MortgagePal
    Gold
  • Tango Financial
    Silver
  • Orbis Mortgage Group
    Bronze


Culture
 

  • Verico Paragon MortgagePal
    Gold
  • Orbis Mortgage Group
    Silver
  • Tango Financial
    Bronze


Diversity, equity, and inclusion
 

  • Verico Paragon MortgagePal
    Gold
  • Orbis Mortgage Group
    Silver
  • True North Mortgage
    Bronze


Innovation
 

  • Verico Paragon MortgagePal
    Gold
  • Orbis Mortgage Group
    Silver
  • Tango Financial
    Bronze


Reputation
 

  • Verico Paragon MortgagePal
    Gold
  • Tango Financial
    Silver
  • True North Mortgage
    Bronze


Sustainable programs
 

  • Verico Paragon MortgagePal
    Gold
  • Orbis Mortgage Group
    Silver
  • Tango Financial
    Bronze


Overall winners
 

  • Verico Paragon MortgagePal
    Gold
  • Orbis Mortgage Group
    Silver
  • Tango Financial
    Bronze
Lenders with 10–100 employees


Advancement
 

  • Ginkgo MIC
    Gold
  • BMO BrokerEdge
    Silver


Benefits
 

  • Ginkgo MIC
    Gold
  • BMO BrokerEdge
    Bronze


Compensation
 

  • Ginkgo MIC
    Silver


Culture
 

  • Ginkgo MIC
    Gold
  • BMO BrokerEdge
    Bronze


Diversity, equity, and inclusion
 

  • Ginkgo MIC
    Silver


Innovation
 

  • Ginkgo MIC
    Silver


Reputation
 

  • Ginkgo MIC
    Gold


Sustainable programs
 

  • Ginkgo MIC
    Gold
  • BMO BrokerEdge
    Silver


Overall winners
 

  • Ginkgo MIC
    Gold
  • BMO BrokerEdge
    Silver
Lenders with 101–500 employees


Advancement
 

  • Strive
    Gold
  • MCAN Financial
    Silver
  • Bridgewater Bank
    Bronze


Benefits
 

  • Bridgewater Bank
    Gold
  • MCAN Financial
    Silver
  • Strive
    Bronze


Compensation
 

  • Strive
    Gold
  • MCAN Financial
    Silver
  • HomeEquity Bank
    Bronze


Culture
 

  • Strive
    Gold
  • MCAN Financial
    Silver
  • Bridgewater Bank
    Bronze


Diversity, equity, and inclusion
 

  • MCAN Financial
    Gold
  • Bridgewater Bank
    Silver
  • Strive
    Bronze


Innovation
 

  • Strive
    Gold
  • MCAN Financial
    Silver
  • CMI Financial Group
    Bronze


Reputation
 

  • Strive
    Gold
  • HomeEquity Bank
    Silver
  • MCAN Financial
    Bronze


Sustainable programs
 

  • MCAN Financial
    Gold
  • CMI Financial Group
    Silver
  • Strive
    Bronze


Overall winners
 

  • Strive
    Gold
  • MCAN Financial
    Silver
  • HomeEquity Bank
    Bronze
Lenders with more than 500 employees


Advancement
 

  • Nesto
    Gold
  • MCAP
    Silver
  • First National Financial
    Bronze


Benefits
 

  • Nesto
    Gold
  • MCAP
    Silver
  • First National Financial
    Bronze


Compensation
 

  • Nesto
    Gold
  • MCAP
    Silver
  • First National Financial
    Bronze


Culture
 

  • Nesto
    Gold
  • MCAP
    Silver
  • First National Financial
    Bronze


Diversity, equity, and inclusion
 

  • Nesto
    Gold
  • MCAP
    Gold
  • First National Financial
    Silver


Innovation
 

  • Nesto
    Gold
  • MCAP
    Silver
  • First National Financial
    Bronze


Reputation
 

  • Nesto
    Gold
  • MCAP
    Silver
  • First National Financial
    Bronze


Sustainable programs
 

  • Nesto
    Gold
  • MCAP
    Silver
  • First National Financial
    Bronze


Overall winners
 

  • Nesto
    Gold
  • MCAP
    Silver
  • First National Financial
    Bronze
Networks


Advancement
 

  • Verico Financial Group
    Gold
  • M3 Financial Group
    Silver


Benefits
 

  • Verico Financial Group
    Gold
  • M3 Financial Group
    Silver


Compensation
 

  • Verico Financial Group
    Gold
  • M3 Financial Group
    Silver


Culture
 

  • Verico Financial Group
    Gold
  • M3 Financial Group
    Silver


Diversity, equity, and inclusion
 

  • Verico Financial Group
    Gold
  • M3 Financial Group
    Silver


Innovation
 

  • Verico Financial Group
    Gold
  • M3 Financial Group
    Silver


Reputation
 

  • Verico Financial Group
    Gold
  • M3 Financial Group
    Silver


Sustainable programs
 

  • Verico Financial Group
    Gold
  • M3 Financial Group
    Silver


Overall winners
 

  • Verico Financial Group
    Gold
  • M3 Financial Group
    Silver

 

Methodology

To help recognize and narrow down the nominations for the Top Mortgage Employers 2025 in Canada, CMP invited organizations to fill out an employer form highlighting their various offerings and practices. Employees of the 90 nominated companies were then asked to take an anonymous survey evaluating their workplace based on eight key factors: advancement; benefits; compensation; culture; diversity, equity, and inclusion; innovation; reputation; and sustainable programs.

To qualify, each nominee had to meet a minimum number of employee responses based on the overall size of the organization: employers with 10–100 employees were asked to provide a minimum of 10 responses; employers with 101–500 employees a minimum of 20 responses; and employers with 500+ employees a minimum of 50 responses.

Gold, silver, and bronze medals are awarded to the top three companies in each category based on company size and overall employee satisfaction.