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Building resilient portfolios with mortgage investments

Tuesday, April 8, 2025 at 1:00 PM (ET)

Watch now and earn CE credits
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Photo credit: PeopleImages

Alternative investments are playing a growing role in portfolio construction due to their diversification and growth potential, and private mortgages are emerging as a key strategy. In an environment of increased market volatility and evolving investor expectations, Mortgage Investment Corporations (MICs) offer an effective way to generate income, preserve capital, and enhance diversification.

This webinar that aired live on Tuesday, April 8, at 1:00 PM ET, explores:

  • The increasing importance of alternative investments in client portfolios
  • Why mortgage investments are one of the fastest-growing asset classes
  • How MICs provide an efficient and effective way to incorporate mortgage investments into client portfolios

Gain actionable insights to help you integrate mortgage investments into your practice and better position your clients for long-term success.

Presented by: Chris Baker, Senior Vice President, Investment Sales, CMI Financial Group

Moderated by: Mike Spero, Chief Operating Officer and CFO, CMI Financial Group

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

For those who missed the live webinar on Tuesday, April 8, 2025, at 1:00pm ET, the recording is also available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from CIRO Cycle 10 (IIROC) and FP Canada. CE accreditation is powered by  CE Corner.

If you attended the live webinar, you will receive an e-mail notification from CE Corner when your CE certificate from CIRO Cycle 10 (IIROC) and FP Canada, is ready.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact support@cecorner.ca.

About the presenters

Chris is a multi-faceted professional with over 20 years of experience in the financial services industry, specializing in insurance, investments, and mortgages.

Prior to joining CMI, Chris founded a successful startup in the mortgage education and marketing space, which grew to be recognized as the industry’s premiere learning and development streaming service. He has also held leadership roles at Street Capital Bank of Canada and Freedom 55 Financial, where he spearheaded sales, marketing, and recruitment efforts. Chris is known for his collaborative approach to building sales teams and his commitment to excellence in all endeavors. He is educated in radio and television broadcasting and is a certified professional speaker, having spoken at mortgage and insurance industry events across North America.

About the moderator

Mike Spero joined the CMI operations team as Chief Operating Officer in early 2021. He is a career banker with more than 25 years’ experience leading through all phases of the business lifecycle—from vision and creation through rapid rollout and expansion. As one of the founders of President’s Choice Financial, Dundee Bank of Canada and Ally Canada, Mike took responsibility for product development and sales channels. During his time at National Bank, he helped develop the first FundServ issued Savings account in Canada.

Most recently, he oversaw operations at Street Capital Bank of Canada. Mike is a CPA, CMA and holds a BMath and an MBA.