"It's a proud moment. But we're not stopping here"
For Stephen Thomas (pictured) and his team at HALO Mortgage Advisory, earning the title of New Brokerage of the Year is more than just industry recognition—it’s a validation of their vision and perseverance.
Thomas, who transitioned from a lengthy career in banking to establish his own brokerage, specialized in commercial mortgages, describes the achievement as “a really nice recognition, a good nod, and proof of concept.” This milestone culminates seven years of steady growth as a broker and the bold leap from corporate stability to entrepreneurship, driven by a desire to build something innovative to simplify the commercial lending process from the ground up.
A milestone for the team
The award holds immense significance for the HALO team, many of whom left secure banking roles to join Thomas on this entrepreneurial journey. “I think it means everything for my team,” Thomas shared, emphasizing how this recognition bolsters their confidence in choosing a non-traditional salary or residential mortgage broker path.
HALO’s team is a blend of seasoned former commercial bankers, and some new to the brokerage industry, all united by a shared belief in the firm’s mission: to disrupt the commercial mortgage industry by simplifying the mortgage process for clients, agents, and lenders. For many, the transition to the brokerage world required a leap of faith—from the lender's side to the broker-client side. This accolade reinforces their decision and highlights the value of their collective effort.
Client-centric innovation
HALO Mortgage Advisory’s success stems from its client-first philosophy, combining personalized service with expert financial analysis and solutions. The brokerage takes pride in simplifying the commercial mortgage process, offering tailored guidance, and leveraging its team’s deep understanding and network of lenders of both traditional banking and the brokerage landscape.
Thomas and his team have focused on breaking down barriers for clients, mortgage agents, and lenders alike, providing innovative solutions to meet diverse financial needs. The firm specializes in placing senior commercial mortgages with banks, CMHC, and has its own private commercial mortgage program in addition to institutional private lenders. This proactive, client-centric approach has been instrumental in HALO’s rapid growth and its growing reputation within the industry.
Looking ahead
Receiving the New Brokerage of the Year award marks a pivotal moment for HALO Mortgage Advisory, but Thomas is clear that this is just the beginning. The firm is poised to expand its reach, adapt to evolving industry changes, and further solidify its reputation as a trusted partner for clients, brokers, and lenders.
For Stephen Thomas and his team, the award symbolizes not only a celebration of past accomplishments but also a driving motivation to achieve even greater success. “It’s a proud moment,” Thomas reflected. “But we’re not stopping here.”
