Our Differentiators
- Tailored Investment Solutions: Custom-built mortgage portfolios aligned precisely with your clients’ unique risk profiles, yield objectives, investment horizons, income requirements, and individual preferences.
- Advisor-Centric Support: Dedicated, end-to-end collaboration ensuring seamless portfolio setup, management, and ongoing client relationship support.
- Established Performance: Proven track record of consistent returns and robust portfolio management that instills confidence and reinforces your clients’ trust.
Diversify Your Clients' Fixed Income Portfolios with Mortgage Investments
CMI Mortgage Investments helps advisors deliver attractive, tailored mortgage investment opportunities to clients seeking to enhance portfolio diversification and generate compelling fixed-income returns. As one of Canada’s fastest-growing alternative lenders, we’ve partnered with thousands of advisors and investors to align mortgage investment solutions with distinct financial goals.
Mortgage Matching Process
Our sophisticated, technology-driven underwriting matches your clients’ investment criteria with optimal mortgage investments, balancing risk and return effectively. We’ll identify and send you carefully chosen mortgage investment opportunities that are uniquely suited to your client’s investment objectives and risk tolerance. Our distinct Mortgage Matching Process ensures you receive only those opportunities that match your unique investor profiles.
Curated Portfolios
Portfolios specifically structured to align with detailed investment mandates, facilitating precise risk management and yield targeting. Each and every mortgage application that we present to you has been carefully scrutinized and thoroughly reviewed as part of our stringent underwriting process. Risk and fraud management are essential cornerstones of our funding formula. We partner with leading law firms across the country to produce the legal documentation for a faster and more efficient closing process. After closing, all our mortgages are serviced and administered by CMI Mortgage Services, a Mortgage Administrator licensed under the Financial Services Regulatory Authority of Ontario (FSRAO), enabling us to offer a full-service solution in-house to all our investors.
Why invest with CMI?
Administration and Reporting
Our advisor-focused administration platform provides intuitive, streamlined access to portfolio information, real-time reporting, and performance analytics, supporting proactive client communication and strategic planning.
Risk Management & Compliance
We maintain rigorous standards of risk management and compliance, employing technology-enhanced underwriting and active portfolio oversight to safeguard investments. Our process ensures adherence to all regulatory requirements and best practices, protecting your clients and your reputation.
Learn More About the CMI Difference
Discover how CMI Mortgage Investments can enhance your wealth management practice and support your clients’ financial objectives. Connect with our team today to learn more.
Contact Us
Contact us for more information or to book an appointment with one of our Investment Professionals.