Headquarters:

2425 Matheson Blvd. E. 8th Flr, Mississauga, ON L4W5K4

Year founded:

2005

Number of employees:

124

Phone:

1 888 465 1432

Email:

info@thecmigroup.ca

Website:

canadianlending.ca/brokers

LinkedIn:

ca.linkedin.com/company/cmi-mortgages

“The first principle of the Bendelta Code is that ‘There are no rules.’ That’s because we trust everyone to set their own standards and approaches”

Anthony Mitchell, Bendelta

Bryan Jaskolka

Founder and Chief Executive Officer

Mike Spero

Chief Operating and Financial Officer

Kevin Fettig

President

Leadership

Bryan Jaskolka is the visionary behind CMI Financial Group. Under his leadership, CMI has grown from a family-owned brokerage to become one of Canada’s premier private mortgage lenders and fastest-growing companies. As a driving force in the Canadian private lending and mortgage financing industries, Jaskolka is regularly recognized for his leadership and innovation. He was named to the 2021 Mortgage Global 100 by Canadian Mortgage Professional and Entrepreneur of the Year at the 2021 Canadian SME National Business Awards. In addition to his vision, he brings expertise in residential, construction, and commercial financing to the team.

Founder and Chief Executive Officer

Bryan Jaskolka

Mike Spero is a lifelong banker with over 25 years of leadership experience through all phases of the business lifecycle, from vision and creation to rapid rollout and expansion. As one of the founders of President’s Choice Financial, Dundee Bank of Canada, and Ally Canada, Spero 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. Spero is a CPA and CMA and holds a BMath and an MBA.

Chief Operating and Financial Officer

Mike Spero

Kevin Fettig is an accomplished executive with over 30 years of experience in capital markets, including more than 15 years in the mortgage industry. He has held senior positions with CMLS Financial, Canada Guaranty, Genworth Financial, Triad Guaranty Insurance, and the Canada Mortgage and Housing Corporation. Some of his career highlights include building and managing residential underwriting, servicing, treasury, and investor relations programs at CMLS Financial and managing a number of National Housing Act mortgage-backed securities products at CMHC. Fettig holds a bachelor’s degree in economics, a graduate degree in management, a master’s degree in economics, and an MBA.

Kevin Fettig

“We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions”

Erica Kofie, QBE

“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”

Erica Kofie, QBE

Leadership

“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”

Erica Kofie, QBE

Leadership

Elizabeth Wood

Executive Vice President and Chief Compliance Officer

Elizabeth Wood is a transformative and solutions-oriented leader. She was recognized among Canada’s top 50 leaders as a recipient of the Report on Business 2023 Best Executive Awards, honoured with a Woman of Distinction award at the 2021 Canadian Mortgage Awards, and celebrated among Canadian Mortgage Professional’s 2019 Women of Influence. Wood is chair of the Canadian Lender’s Association’s Diversity, Equity, and Inclusion Roundtable, an instructor with the McMaster University CCE Business and Marketing programs, a Canadian Neuroendocrine Tumor Society board member, and treasurer of the board of directors of CIM Chartered Managers Canada.

Executive Vice President and Chief Compliance Officer

Elizabeth Wood

Blue McClellan

Chief Information Officer

As leader of the technology division, Blue McClellan drives CMI’s IT strategy forward. He spent the first decade of this century working in the technology departments of software firms servicing financial institutions in Toronto and New York, including Merrill Lynch, BMO, and Scotiabank. As a project manager, he created and developed web-to-press and content management systems and built corporate intranets from scratch. McClellan holds a BMath, has competed internationally in sports, and owns his own sports event management company.

Chief Information Officer

Blue McClellan

Canadian Mortgages Inc. (CMI) is driven by its mission to provide disadvantaged homeowners access to liberalized lending professionally, courteously, fairly, and ethically. This passion and commitment have positioned the company as an industry leader, as evidenced by its recognition as the silver medal winner in the 2023 Brokers on Lenders survey. As a virtual company, CMI has played a pivotal role in shaping the alternative lending and investment space. The firm has achieved this by offering innovative products and exceptional service while seeking to revolutionize access to private funds for consumers, investors, and the mortgage brokerage community alike. CMI’s success is fueled by a culture of inclusivity, accessibility, and innovation, built upon the values of integrity, transparency, fairness, and excellence. Team diversity, collaboration, and an unwavering commitment to service excellence are at the core of its innovative approach, which has given the company a competitive edge. “Everything we do is in service to our partners and clients, and we aim to deliver an unmatched experience in our industry,” says Elizabeth Wood, EVP and chief compliance officer. “That requires every team member – at every level, department, and role – to put the client at the heart of everything they do and every decision they make.” CMI’s leadership has guided the company’s reinvention as a lender exclusively through the mortgage broker channel. The firm has a profound understanding of what brokers need and how to help them best serve borrowers; having been founded initially as a brokerage allows for leveraging that unique expertise to structure the right solution for each borrower’s needs. Most recently, CMI became licensed in Atlantic Canada and Quebec, significantly expanding its footprint nationwide. The company’s leaders include: Bryan Jaskolka – Founder and CEO • Jaskolka founded CMI when he was 22 years old. He has grown the small business into Canada’s premier private mortgage lender, with over 120 employees and over $2 billion in lifetime mortgage funding. His vision, integrity, and unorthodox thinking have made CMI a true Canadian success story and a driving force in legitimizing private lending and transforming it into a vital financing solution for a rapidly growing segment of Canadians. In 2021, he was recognized among the Mortgage Global 100, an elite group of professionals making an impact on an international level. • Under his leadership, CMI has achieved exponential growth and a reputation as a top employer and respected industry leader, culminating in the company’s recognition as Private Lender of the Year at the 2022 Mortgage Awards of Excellence and its placement on the Report on Business ranking of Canada’s Top Growing Companies from 2020 to 2022, with three-year revenue growth of 255%, 240%, and 490% for each year, respectively. Mike Spero – Chief Operating and Financial Officer • Spero is a career banker with over 25 years of experience leading through all business lifecycle phases. He was one of the founders of President’s Choice Financial, Dundee Bank of Canada, and Ally Canada. At National Bank, he helped develop Canada's first FundServ-issued savings account. He is a CPA and CMA and holds a BMath and an MBA. Kevin Fettig – President • Fettig is an accomplished executive with over 30 years of experience in capital markets, including over 15 years in the mortgage industry. He is CMI’s in-house economist. Through his weekly market commentary, he keeps CMI’s broker and investor partners informed with the latest news and insights on the economy, financial, and housing markets. Elizabeth Wood – Executive Vice President and Chief Compliance Officer • Since joining in 2015, Wood has been instrumental in shaping the trajectory of CMI, building critical operations infrastructure, and contributing to developing industry-leading processes that have enabled CMI to scale its mortgage originations to become one of Canada’s largest private lenders. • In recognition of her outsized contributions, Wood was recognized twice as CMP’s Woman of Influence (2019 and 2022), won the Woman of Distinction award in the 2021 Canadian Mortgage Awards, and was a 2022 finalist for the Canadian Lending Association’s DE&I Leader of the Year. Blue McClellan – Chief Information Officer • As the leader of CMI’s technology division, McClellan drives the IT strategy forward. He has been instrumental in establishing CMI as a tech-driven industry leader.

Anthony Mitchell, Bendelta

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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Broker's Pick – Personal Accident and Illness Insurance

Brokers’ Pick – Professional liability

Small business

“The first principle of the Bendelta Code is that ‘There are no rules.’ That’s because we trust everyone to set their own standards and approaches”

Erica Kofie, QBE

Medals

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IT/technology

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Underwriter support