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VERICO brings Outline Financial onboard to expand their market presence in Ontario

By July 8, 2021No Comments

We’re excited to announce that award-winning Outline Financial located in Toronto is joining the Verico family of brokers effective immediately. The best-in-class brokerage located in Toronto will operate under M3’s storied banner, Verico.

Outline Financial adds decades of experience to the organization’s growing footprint across the country. Their focus on championing innovation to create exceptional growth opportunities aligns perfectly with Verico’s sharp focus on tech to push their broker first always DNA.

“Professionalism and trust remain core pillars for us, and Outline Financial has an incredible track record of embracing these success principles to drive great results for their brokers,” said W. Mark Squire, President & Chief Operating Officer, Verico. “We look forward to leveraging their experience and guidance to continue moving this amazing ecosystem forward.”

The move provides Outline Financial instant access to:

  • M3’s industry leading, ever-evolving BOSS platform
  • FinTech entity, Pinch Financial’s lead generating solution
  • Largest lender suite of products and services in the marketplace

“We are very excited to be part of the M3 group under their storied Verico brand and look forward to leveraging their breadth of innovative technology,” said Joanna Lang, Outline Financial.

“When I first met with the organization’s leadership team, their view on technology and its place within our rapidly changing industry was exciting,” said Jason Lang, Outline Financial. “We can’t wait to combine our capabilities to deepen existing client relationships and unlock new opportunities.”

In addition to previously holding leadership positions for Big Six FIs and international insurance firms, Outline’s leadership team consisting of Jason Friesen, Joanna Lang, Samantha Comito and Jason Lang bring a wealth of experience in the mortgage sector making them bold and visionary leaders at the forefront of this ultra competitive industry — and a highly anticipated addition to the mortgage group.

“Simply put, we’re thrilled to welcome Outline Financial back to the Verico family,” said Jared Dryer, SVP Corporate Relations, Verico. “I want to personally congratulate them on this exciting new chapter, and I’m looking forward to the impressive success this high performing team will bring to our world.”

“We are eager and motivated to collaborate with Verico and M3’s leadership to drive our growth and performance moving forward,” echoed Outline’s Jason Friesen.

Outline is joining the group during a time of great success. M3 recently announced record-breaking annual volumes of $60+ billion on a TTL basis, true partnerships with National Bank and game changer acquisitions including industry leading FinTech, Pinch Financial.

 

Outline Financial Accolades
Canadian Mortgage Awards

  • Winner – 2021 Mortgage Brokerage of the Year (<25 Employees)
  • Winner – 2020 Mortgage Brokerage of the Year (<25 Employees)
  • Finalist – 2021 Outstanding Customer Service by an Individual Office
  • Finalist – 2019 Outstanding Customer Service by an Individual Office
  • Finalist (Joanna Lang) – 2021 Broker of the Year (<25 Employees)
  • Finalist (Joanna Lang) – 2019 Broker of the Year (<25 Employees)
  • Finalist (Jason Friesen) – 2019 Broker of the Year (<25 Employees)
Other Awards

  • 2021 – Best Mortgage Employers Award
  • 2020 – CMP Top Brokerages
  • 2019 – Top Mortgage Workplaces Award
  • 2019 – CMP top Brokerages

Canadian Mortgage Professional (CMP)
Top 75 Broker List

  • 2021 – Joanna Lang #3
  • 2020 – Joanna Lang #6 and Jason Friesen #15
  • 2019 – Joanna Lang #8 and Jason Friesen #16
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