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Managing Partner – Mortgage Agent Level 2
As a financial professional who has managed more than $1 billion in mortgage deals over the course of his career, Jason brings a wealth of knowledge, expertise, and experience to the Outline Financial Team.
After studying marketing at George Brown College and obtaining his Professional Financial Planner certification in 2005, Jason worked as a senior underwriter with the largest non-bank lender in Canada for two years, and then as a Senior Underwriter and loan consultant with one of the largest mortgage brokers in the country. He took the entrepreneurial plunge in 2012, founding Jason Friesen Mortgage and quickly solidified his industry reputation for sales success. Since then, 99 per cent of Jason’s business has derived from past clients and referral partners. “I’ve grown my business organically with a focus on delivering high-touch customer service,” he says.
Jason made the decision to merge his team with Outline Financial to take that already stellar service offering to the next level. “By merging, we’ve become one of the top mortgage teams in the country, with increased purchasing power to benefit our clients.” In his view, providing the very best client service experience possible means taking the stress and complexity out of the mortgage and insurance process, while providing clients with the information they need to achieve their short- and long-term financial goals. “Most people take what their banks are offering at face value and don’t realize that they need to shop around. Nine times out of 10 there is better product available to them that better suits their needs.”
What Jason wants you to know about Outline Financial: “Everyone that works for Outline is the very best in the business at what they do,” he explains. “The level of knowledge and expertise that the members of our team bring to the table is really unrivalled in the industry. We’re all obsessed with perfecting the client experience, and that means we’re always adapting to stay on top of the market and finding innovative new ways to better serve our clients.”
Here’s what you may not know about Jason: He’s a cycling and outdoors enthusiast who loves hiking with his dog in tow (but most of the time in the lead!), exploring Toronto and enjoying nature. Most of his time is spent with his partner and two children, cooking delicious vegetarian dishes and planning his next beach vacation to the sunny Caribbean. He also volunteers with various non-profits, including several homeless and cancer research charities, for which he’s raised substantial sums in recent years.