Headquarters:

440-355 Burrard St, Vancouver, BC V6C 2G8

Year founded:

2015

Number of employees:

Phone:

(604) 568 4063

Email:

connect@neighbourhoodholdings.com

Website:

neighbourhoodholdings.com

LinkedIn:

linkedin.com/company/neighbourhood-holdings

“We take our business, but not ourselves, seriously. Every team member brings their own unique self to work every day which drives our culture”

Taylor Little, Neighbourhood Holdings

Taylor Little

Chief Executive Officer

Jared Stanley

Senior Director, Originations

Aida Oviedo

Underwriting Team Lead

Leadership

As CEO of Neighbourhood Holdings, Taylor Little is intimately involved with all parts of the business. Working closely with each team, he has a knack for oscillating between the three and 30,000 foot view so that he can make the best and most informed strategic decisions. Little seeks to empower the team to achieve outstanding results and calibrate the actions of each team toward our broader strategic initiatives.

Chief Executive Officer

Taylor Little

Jared Stanley, senior director of originations at Neighbourhood Holdings, has a multi-faceted role that leverages his extensive knowledge of the industry and the company. He oversees underwriting, marketing, sales and product development while placing a strong emphasis on implementing a customer-centric approach in all aspects of his role. Stanley also works to ensure alignment between departments, fostering a collaborative environment that promotes effective communication and teamwork.

Senior Director, Originations

Jared Stanley

As the underwriting team lead with 15 years of industry experience, Aida Oviedo works hard to ensure quality and efficiency in all areas of the business. She has a deep understanding of underwriting regulations and trends, which has enabled her to flourish in complex and time-sensitive files. Oviedo works closely with brokers to ensure loan eligibility while maintaining compliance with our lending guidelines. This has, in turn, enabled Neighbourhood Holdings’ broker partners to be their clients’ heroes with a simplified and fast lending process.

Underwriting Team Lead

Aida Oviedo

“We take our business, but not ourselves, seriously. Every team member brings their own unique self to work every day which drives our culture”

Taylor Little, Neighbourhood Holdings

“I believe as a lender, we have a responsibility to help educate members of the mortgage industry because education and knowledge sharing benefits everyone”

Jared Stanley, Neighbourhood Holdings

Leadership

“I believe as a lender, we have a responsibility to help educate members of the mortgage industry because education and knowledge sharing benefits everyone”

Jared Stanley, Neighbourhood Holdings

Leadership

Vivianne Gauci

Senior Vice President, Customer Experience and Chief Marketing Officer

As the SVP of customer experience and chief marketing officer for HomeEquity Bank, Vivianne Gauci is responsible for increasing brand awareness and affinity, driving originations growth through digital and direct-to-consumer channels, and supporting the sales teams as they expand HomeEquity Bank’s reach through banks, wealth and mortgage broker channels. She joined HomeEquity Bank in 2015 and has over 20 years of experience in global financial services companies. In Gauci’s role at HomeEquity Bank, she has spearheaded the work to expand not only the awareness of reverse mortgages in Canada but also to help advocate for the unique financial needs of Canadians 55+.

Senior Vice President, Customer Experience and Chief Marketing Officer

Vivianne Gauci

Edmund Boland

General Manager, ANCA CNC Machines

Edmund Boland is the general manager of ANCA CNC Machines, where he is responsible for overseeing nine regional offices. With in-depth ANCA experience over 15 years across several roles, Boland was previously the general manager for ANCA Europe. He brings a broad range of expertise to his current role, having worked in finance, operations, and the applications teams. Before joining the European team, he led the global supply chain to successfully guide ANCA through the COVID-19 pandemic, the most disruptive supply chain event in living memory.

General Manager, ANCA CNC Machines

Edmund Boland

Back in 2015, Neighbourhood Holdings sprouted from a single-family investment office with a big vision. The company’s mission is to provide people in Canada with accessible and simple mortgage financing underpinned by common-sense lending practices while delivering stable income for investors. Spotting a gap in the rigid mortgage market, which banks largely control, Neighbourhood realized that many people needed to be included. The company’s specialty is granting mortgage financing to individuals temporarily sidelined from traditional bank lending, including those who are self-employed, working through a life event such as divorce, or bridging the gap between real estate transactions (and, therefore, temporarily outside the bank lending space). The team at Neighbourhood is agile and constantly evolving to ensure they are providing solutions that address the market’s needs. The company is data-driven, energetic, fueled by ambition and obsessed with customer service. Like a community, the staff sticks together and cares for its stakeholders: brokers, investors and borrowers. The business is built on people who take their work, but not themselves, seriously. Because of that, every team member can bring their unique selves to work every day, which is a cornerstone of its culture.

“I believe as a lender, we have a responsibility to help educate members of the mortgage industry because education and knowledge sharing benefits everyone”

Jared Stanley, Neighbourhood Holdings

David Phillips

Chief Investment Officer

Keith Schlosser

Global Chief Information Officer

Dan Draper

Group Chief Underwriting Officer

Simon Williams

Chief Strategy & Distribution Officer, Arch Insurance International and Active Underwriter, Syndicate 1955

David Phillips joined AXIS Capital as chief investment officer in April 2014. With more than 25 years of experience in investments, he previously served as head of investments for PartnerRe, where he had management and asset allocation responsibilities for public fixed income, public equities, private equities, and alternative fixed income. Prior to PartnerRe, he was the director of research and a portfolio manager at Oppenheimer Capital, an institutional money manager based in New York City. Phillips is a CFA charterholder and received an MBA from the Wharton School of the University of Pennsylvania and an AB from Princeton University.

Chief Investment Officer

David Phillips

Keith Schlosser is global chief information officer at AXIS Capital, where he leads the company’s global information technology and data strategy. He is also responsible for driving change throughout the organisation by delivering high-quality, future-oriented IT services in line with AXIS Capital’s business strategy. Schlosser has more than 30 years of insurance industry experience, spanning roles in information technology, business solutions, marketing and sales. Prior to AXIS, he served as chief information officer for Chubb’s Overseas General Insurance division, where he spearheaded a number of growth, innovation, digital and change initiatives. Before that, he served as CIO at The Travelers Companies international division. Schlosser was also a vice president for marketing technology and web communications at AIG.

Global Chief Information Officer

Keith Schlosser

Dan Draper was appointed group chief underwriting officer in September 2022. He had previously served for more than two years as group head of underwriting at AXIS. Prior to that, he had been group chief risk and actuarial officer at VIBE. Before joining VIBE, Draper spent eight years with AXIS, holding a number of leadership roles that included group chief actuary, chief risk analytics officer, and insurance segment chief risk officer. Before that, he held managerial positions at the Financial Services Authority, XL Capital, and EY.

Group Chief Underwriting Officer

Dan Draper

Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.

Partner

Kimi Shah

Partner

Kimi Shah

Partner

Kimi Shah

“The leaders of Bendelta are everyone who works here,” says Mitchell. “Everyone at Bendelta is truly a leader and that is what has enabled our sustained high performance. This is not a platitude, it is how Bendelta is designed. Every person here knows that they have a leadership opportunity and responsibility, and that they have the licence to take whatever initiative might help make ‘a better Bendelta’ become a reality.” Perhaps their most important current strategy is creating the infrastructure (in many different forms) to enable them to scale up while making work easier, not harder. This includes investing in systems, technology, and new leadership roles to boost efficiency and productivity. They’ve always had great people doing great work, but they are now making this much more supported and sustainable.    This may sound a little dull compared to the excitement of some of their other strategies, but it means that their people will get better outcomes from their effort, which makes that effort feel much more worthwhile.    Working with Bendelta, clients can expect that:   Everyone they deal with will be talented and incredibly dedicated    They will listen to understand    They will be solution-focused, emphasising what is best for the client   They will strive to deliver excellence   They won’t have to worry about any internal frictions or competition within Bendelta 

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Small business

Brokers’ Pick – Professional liability

Broker's Pick – Personal Accident and Illness Insurance

Turnaround time – claims

BDM support

Broker communication, training and development

Overall service level

BDM support

Medal

Overall service level

Broker communication, training and development

BDM support

Turnaround time – claims

Broker's Pick – Personal Accident and Illness Insurance

Brokers’ Pick – Professional liability

Small business

Medal

Overall service level

Broker communication, training and development

BDM support

Turnaround time – claims

Broker's Pick – Personal Accident and Illness Insurance

Brokers’ Pick – Professional liability

Small business

“We take our business, but not ourselves, seriously. Every team member brings their own unique self to work every day which drives our culture

Taylor Little, Neighbourhood Holdings

There is no guaranteed return, and past performance is not indicative of future performance. Units of Neighbourhood Holdings Limited Partnership and Neighbourhood Holdings Income Trust I are sold through registered dealers. If you would like to learn more, please contact investors@neighbourhoodholdings.com for a free copy of our offering memorandum or speak to your financial advisor.

Neighbourhood stands out in the industry with its commitment to fair lending practices, which helps businesses reach their full potential while maintaining trust with their clients. With a distributed leadership team at the helm, this company boasts swift decision-making capabilities because it has the right players at the table. The team includes CEO Taylor Little, senior director of originations Jared Stanley, underwriting team lead Aida Oviedo, chief of staff William Coligado, data and technology director Sasha Babicki, finance director Caroline Kenning, and CCO Martha Kane. Managing liquidity has been a critical strategy at the firm. As an alternative lender, managing funding sources is essential to serving the broker market so that Neighbourhood can maintain its position as a trust-funding source. That means they constantly adjust their forecast models to stay ahead of the curve. Neighbourhood understands the importance of delivering a reliable and consistent experience. It offers innovative and efficient solutions, backed by technology and educational resources, to meet mortgage professionals’, lenders’ and borrowers’ unique needs. It has put in place structured steps that ensure its broker partners get the same quality every time, allowing them to trust the company to deliver the best outcome for clients. Its easy-to-use platform and transparent pricing make it fast and simple for clients to access the funds they need without any hidden fees.