Private mortgage investments designed for portfolio strength, client confidence, and advisor success.
Nearly $3 billion in Mortgage Investments
7% to 16% Annualized Return
3792 Active Mortgages
Over $1 Billion in Assets Under Administration
Canada’s Premier Private Mortgage Investment Firm
CMI is an award-winning mortgage investment firm with over $2.5B in funded mortgages and a national reputation for delivering consistent, risk-adjusted returns. Our firm brings over 15 years of experience in private lending, with a track record of less than 1% in historical loan losses since inception.
We understand the unique challenges and fiduciary responsibilities advisors face. That’s why we offer fully compliant, transparent investment programs with full disclosure, institutional oversight, and an end-to-end process designed to help you better serve your clients.
Purpose-built to support advisor success.
Partnering with CMI means gaining access to scalable private mortgage solutions and a dedicated team committed to your success.
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Diversified, Income-Generating Portfolios
Predictable returns and regular cash flow to complement traditional fixed income strategies—without correlation to public market volatility. -
Compliance-Ready
Fully transparent investment process, due diligence packages, and documentation to support regulatory compliance and client confidence. -
Dedicated Advisor Support
Our Wealth Advisor Service Team is here to provide white-glove service, from onboarding and education to portfolio management support. -
Tailored to HNW/UHNW Clients
With entry points starting at $500,000, our whole loan offerings are ideal for accredited investors seeking custom mortgage investment opportunities backed by Canadian real estate.
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Proven Mortgage Investment Solutions
Provide your clients with direct exposure to Canadian residential mortgages. Our personalized mortgage matching process ensures investments are aligned with each client’s risk profile, liquidity needs, and return objectives.
Offer your clients access to a professionally managed, diversified portfolio of mortgages with quarterly income distributions. Ideal for clients seeking exposure to private debt with a hands-off approach.
Deliver More Value to Your Clients
In a market defined by uncertainty, advisors are turning to private mortgage investments as a proven way to deliver more predictability, generate consistent income, and enhance portfolio diversification.
Let CMI help you strengthen your client relationships—with high-performing mortgage investment solutions built for today’s wealth management landscape.
Learn more about our unique processPartner with CMI to Unlock Smarter Investment Solutions for Your Clients
Our experienced Wealth Advisor Service Team is here to support you. Set up your clients’ custom investment profiles today and start accessing curated mortgage opportunities designed to deliver attractive, predictable returns and consistent monthly income.
Contact Us
Contact us for more information or to book an appointment with one of our Investment Professionals.