In this CE-accredited webinar which aired live on Tuesday, September 9, 2025 at 1:00 pm ET, CMI Financial Group’s Dean Brown (Regional VP, Wealth Advisor Solutions) and Chris Baker (SVP) examined the limitations of traditional fixed income and how private mortgages can help meet investor demand for yield, diversification, and capital preservation.
Attendees will gain a clear understanding of how pooled mortgage investments are structured, managed, and accessed, along with practical insights into portfolio positioning, client conversations, and due diligence—equipping advisors with the knowledge to confidently incorporate mortgage investments into their practice.
Presented by:
Dean Brown, Regional Vice President, Wealth Advisor Solutions, CMI Financial Group
Moderated by:
Chris Baker, Senior Vice President, Investment Sales, CMI Financial Group
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, 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.
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