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At HALO Advisory, we elevate your financial journey with unparalleled commercial lending and business advisory expertise. Our commitment is deeply rooted in empowering small and medium-sized businesses and commercial real estate investors and developers, navigating you through the intricate financial landscape confidently.
We partner with diverse enterprises, infusing our vast experience into every asset and financial decision. Our advisory transcends mere guidance; it is a bespoke blueprint carefully crafted to fit the unique contours of your business plans.
Your Success, Our Expertise
Our Mission is to help each client we serve through their current financial requirements that brought them to us and put them into a better financial situation after dealing with us than before dealing with us.
Join us on a transformative journey where you are the hero of your financial narrative, and HALO Advisory serves as your trusted guide. Together, we navigate the path to make your dreams a reality, offering expert financial advice every step of the way. Our mission is to empower your success, helping to forge a legacy of achievements. With HALO by your side, financial freedom and generational wealth are not just possible—they’re within reach. Let’s embark on this journey together and turn your aspirations into achievements.
The principles of HALO Advisory have over 75 years of combined commercial banking & commercial mortgage brokering experience and provide end-to-end tailored solutions for businesses and commercial real estate investors. From start-up franchises to small and medium-sized businesses and commercial real estate investors and development companies, HALO Advisory provides services to businesses for unsecured business loans and operating credit. Commercial mortgages are originated through our licensed brokerage HALO Mortgage Advisory Inc. D.B.A. TMG Black Capital, License #13348.
Founder & CEO
2021 Mortgage Awards of Excellence winner
Stephen has worked in the finance industry for over 10 years. He has managed the portfolios of high value, high growth, small and medium-sized businesses and specializes in commercial real financing. Stephen is where high finance and commercial real estate meet, helping business owners and real estate investors secure the financing they need for their business and commercial real estate ventures.
Industry Awards
Manager Credit Analyst, Commercial Mortgage Agent
President and Commercial Mortgage Agent
Vanessa joins HALO from Corporate Canada, where she held a variety of roles over a 17 year commercial banking career across the Big 5 Banks in Canada. Vanessa’s Corporate Commercial & Personal Banking experience she brings to HALO include:
Vanessa adds significant credit adjudication and risk management experience to the industry leading HALO Advisory | TMG Black Capital at a time when the commercial lending company is expanding into Private Lending and Equipment Leasing.
Senior, Commercial Credit Analyst
Anna has over 10 years of experience in handling the adjudication of commercial financing for small to mid-market businesses, infrastructure projects and real estate developers. Anna’s expertise lies in construction and real estate financing, risk analysis and developing custom loan strategies for a variety of business operations.
Senior Director Business Financing
Senior Director, Business Financing
Alex has over 20 years of experience in the financial industry, the vast majority of which was at Canada’s largest financial institution. His experience and specialization includes relationship management, business credit coaching, product and project management, as well as the national implementation of initiatives, credit tools, policies, and procedures. Alex’s passion lies in putting the client first and ensuring the solutions presented are in their best interests.
Alex leads HALO’s management consulting practice and assist business owners with Business Plans and Start Up financing and is working on completing his MBA from Warwick Business school.
Our Dream is to Help You Achieve Yours.
HALO proudly supports Brands For Canada, advocating for a sustainable world where surplus goods are used to purposefully eliminate poverty and inequality and HALO actively combats systemic racism and promotes equality through initiatives like the Black North Initiative, underscoring our commitment to societal change, advocating for access to quality housing, financial literacy, and entrepreneurship as fundamental rights for everyone.
Our real estate efforts directly address Canada’s housing crisis, showcasing our dedication to fostering entrepreneurship, financial literacy, and generational wealth as means to eradicate poverty and building a more inclusive, prosperous future for all Canadians.