Elevate Your Clients' Portfolios with Mortgage Investment Solutions
The CMI Difference
Professional Portfolio Management: Our fully managed mortgage assets minimize administrative tasks, so you can focus on what matters most—building client relationships.
Scalable Solutions: Institutional-grade offerings seamlessly integrate into any advisory practice, supporting growth at every stage.
Comprehensive Advisor Support: Access expert guidance from our dedicated Wealth Advisor Services Team, ensuring you have the resources to succeed.
Trusted Performance: Backed by a reputation grounded in deep experience and proven execution, we help you recommend with confidence.
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Diversified Mortgage Investments for Enhanced Stability
Our suite of Mortgage Investment Corporation (MIC) funds is designed to provide diversification and consistent cash flow. With options including the Prime Mortgage Fund, Balanced Mortgage Fund, and High Yield Opportunity Fund, we deliver:
- Diversified Portfolios: Invest in a carefully curated pool of short-term residential mortgages.
- Predictable Returns: Targeted annual yields of 6–11% with a focus on capital preservation.
- Flow-Through Income: A structure that returns 100% of net income to investors, ensuring competitive, predictable outcomes.
CMI MIC Prime Mortgage Fund
- Maximum weighted average LTV less than 65%
- Targeted Annual Return of 6 – 8%*
- Investor Risk Profile: Conservative
CMI MIC Balanced Mortgage Fund
- Maximum weighted average LTV less than 75%
- Targeted Annual Return of 8 – 9%*
- Investor Risk Profile: Moderate
CMI MIC High Yield Opportunity Fund
- Maximum weighted average LTV less than 85%
- Targeted Annual Return of 10 – 11%*
- Investor Risk Profile: Aggressive
*Class F Targets
The CMI MICs are carefully managed by a team of experienced mortgage and investment professionals who have a track record of delivering consistent returns. They offer an attractive alternative to traditional fixed income products, combining attractive yield potential with the benefit of asset backing.
*Class F Targets
More than $3 Billion in Fundings
Up to 11% Targeted Annualized Net Returns
Over $1 Billion in Assets Under Administration
