CMI is a trusted partner to financial advisors across Canada, offering a platform of high-yield, asset-backed mortgage investments tailored for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. With nearly $3 billion in funded mortgages and a default rate of less than 1% since inception, CMI delivers the expertise, structure, and transparency required to support sophisticated client portfolios.
A Mortgage Investment Platform Built for Modern Portfolios
CMI Financial Group was founded in 2005 by CEO Bryan Jaskolka as a traditional mortgage brokerage. Recognizing a growing demand for non-bank lending solutions in the wake of the 2008 financial crisis, we launched our first investment division—CMI Mortgage Investments—in 2011.
Since then, we’ve become one of Canada’s leading private mortgage investment firms, providing institutional-quality investment opportunities to investors and advisors nationwide. Our mission is simple: to help advisors deliver meaningful value to their clients through access to stable, risk-adjusted returns backed by real Canadian real estate.
Personalized Support and Tailored Investment Strategies
At CMI, we understand that every advisor—and every client—is unique. Our mortgage investment platform is built to deliver personalized solutions based on individual client risk profiles, time horizons, and return expectations.
Rather than offering a static product shelf or bidding system, our mortgage matching process curates opportunities that align with each client’s profile. We actively manage each mortgage asset with the objective of maximizing income while mitigating downside risk.
We also equip you with the tools and insights you need to confidently position alternative mortgage investments as part of a modern diversified portfolio.
Team & Expertise
A Dedicated Wealth Advisor Services Team Supporting You at Every Step
Our experienced team of underwriters, investment managers, legal advisors, and servicing professionals work together to ensure quality across the full lifecycle of each investment. This integrated structure allows us to maintain the highest standards of due diligence, compliance, and service delivery.
Key strengths include:
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Deep expertise in structuring private residential mortgage deals
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Disciplined credit analysis and risk management
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Comprehensive borrower vetting and asset underwriting
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Detailed, ongoing performance reporting
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Transparent, client-ready documentation and due diligence packages
With all investments backed by collateralized Canadian real estate, we provide peace of mind through prudent lending practices and clear reporting.
Contact Us
Contact us for more information or to book an appointment with one of our Investment Professionals.