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Real Estate and Wealth powered by Calvert Home Mortgage Investment Corporation

Real-estate investing and wealth show sponsored by a Canadian MIC; guests include brokerage leaders (e.g. Dean Lawton).

Status: inactive · Calvert Home Mortgage Investment Corporation

Episodes

  1. 1 h 4 min

    Ep 32: Beyond the Deal: Dean Lawton on Building a Brokerage with Purpose

    In this episode, we sit down with Dean Lawton, Partner at A Better Way Mortgage Group, to explore the person behind the brokerage. Dean shares his journey from early producer to partner, reflecting on the lessons, risks, and defining moments that shaped his leadership and business philosophy. He opens up about the challenges of running a brokerage, the values that guide his decisions, and how his passions outside of work influence how he leads. This conversation offers an authentic look at what it takes to build and sustain a thriving mortgage business with purpose and integrity. Disclaimer: h

  2. 52 min

    Ep 31: Redline Realty: The Journey and Market Insights

    Join us in this insightful episode as we dive into the world of real estate investing with Joanna and Brett discussing the foundation and growth of Redline Realty, an investor-focused brokerage. Discover the inspiration behind starting the company and the unique value it brings to clients, especially investors. Listen in to gain a wealth of knowledge on real estate investing, market insights, and the strategic vision behind Redline Realty. Whether you're an experienced investor or just starting out, this episode offers valuable takeaways to help you navigate the complexities of real estate inv

  3. 1 h 14 min

    Ep 30: Lessons in Leadership with Dean Koeller, CEO of Calvert Home Mortgage

    In this podcast episode, we sit down with Calvert Home Mortgage Investment Corporation’s CEO Dean Koeller, to explore his career and leadership journey. Dean recounts his early days at Calvert, highlighting pivotal moments and the biggest challenges he's faced as a leader, including his most stressful day on the job. He shares key habits that contribute to his success, his approach to high-stakes decision-making, and difficult leadership lessons learned along the way. Dean discusses his vision for Calvert's future and strategies for navigating economic challenges, offering insightful advice he

  4. 50 min

    Ep 29: Investing in Change: The Power of P4 and Affordable Housing with Jolene Livingston

    In this episode, Jolene Livingston of Bespoke and Partners for Affordable Housing shares how the innovative P4 model brings together public, private, and philanthropic efforts to tackle Canada's affordable housing crisis. Learn how investors can profitably get involved, leverage partnerships, and shape meaningful social impact through strategic collaborations and smart financing. Disclaimer: https://chmic.ca/wp-content/uploads/2025/04/Disclaimer-Real-Estate-and-Wealth-powered-by-Calvert-Home-Mortgage-Investment-Corporation.pdf Calvert Home Mortgage Investment Corporation | FSRAO Licence Number

  5. 54 min

    Ep 28: Legacy & Risk – Dale Koeller’s Journey at Calvert Home Mortgage

    In this episode, Dale Koeller, Calvert Home Mortgage Investment Corporation’s (CHMIC) Chief Risk Officer, takes us back to where it all began, stepping into the family business his father founded. He shares the story behind his first role, three unforgettable deals that shaped his career, and how the alternative lending landscape has evolved over the years. Dale opens up about defining moments, tough calls, and lessons learned. From the most stressful day on the job to the risks that didn’t go as planned. Plus, he shares his vision for CHMIC’s future and the legacy he hopes to leave behind. A

  6. 49 min

    Ep 27: The Real Estate Entrepreneurial Journey with Valerie Guay

    Discover the story behind VIP Realty and Management in Calgary! Join us as we talk with owner Valerie Guay and Jennifer her VP of Condo Management about building their real estate and property management business. Valerie shares her entrepreneurial journey, the hurdles they've overcome, and some unforgettable (and sometimes terrifying!) stories from the world of property management. Disclaimer: https://chmic.ca/wp-content/uploads/2025/04/Disclaimer-Real-Estate-and-Wealth-powered-by-Calvert-Home-Mortgage-Investment-Corporation.pdf Calvert Home Mortgage Investment Corporation | FSRAO Licence Num

  7. 1 h 14 min

    Ep 26: Behind the Scenes: Unusual Deals, Lessons & How CHMIC Helps Brokers & Investors Succeed

    In this episode, we sit down with the senior underwriters at Calvert Home Mortgage. Rob and Garrett share their unique career journeys, break down the underwriting process, and share stories about some of their most interesting, challenging, and unique deals. Whether you're in the mortgage industry or just curious about what goes on behind the scenes at CHMIC, get to know our underwriters! Disclaimer: https://chmic.ca/wp-content/uploads/2024/09/Disclaimer-Real-Estate-and-Wealth-powered-by-Calvert-Home-Mortgage-Investment-Corporation-1.pdf Calvert Home Mortgage Investment Corporation | FSRAO Li

  8. 46 min

    Ep 25: Building Wealth and Breaking Barriers with Rob Townsend

    Join us this episode as we dive into the world of wealth management with Rob, founder of Camber Private Wealth. Rob shares his journey from wealth management professional to entrepreneur and how he's shaking up the Canadian financial landscape by adapting successful US business models. Discover Camber's unique approach, Rob's wealth-building philosophy, and the challenges he faced starting his business in Calgary. Get actionable advice on maximizing investments, the importance of financial planning, and developing good habits. Whether you're experienced or just starting to plan out your financ

  9. 36 min

    Ep 24: Navigating Insurance in Real Estate Investing with Dan Van Helden

    In this episode, we sit down with insurance expert Dan Van Helden to dive into the essential role of insurance in real estate investing. Dan shares the story behind Van Helden Agencies, key milestones in his career, and how his firm has built a reputation for exceptional client service in the competitive insurance space. We break down the must-have insurance products for real estate investors, strategies to mitigate risk, and common misconceptions that could leave investors exposed. Dan also shares expert advice on avoiding costly insurance mistakes and how to ensure your properties are fully

  10. 44 min

    Ep 23: Building the Future of Real Estate - Ramit Kar on Tech, Innovation, and AI

    In this episode, we sit down with Ramit Kar, a seasoned entrepreneur and former McKinsey consultant who has made a significant mark in the tech and real estate industries. As the General Manager of Uber in Western Canada, Ramit led the growth of a nine-figure operation and played a key role in launching UberEats globally. Today, he channels his expertise into PowerAgent, an AI-powered platform transforming real estate broker-client communications. Join us as Ramit shares his journey—from his time in consulting at McKinsey to bringing Uber to Canada. He dives deep into the lessons learned from

  11. 38 min

    Ep 22: Lessons in Calgary’s Single & Multifamily Real Estate with Natasha Phipps

    Join us as we explore the world of real estate investing with Natasha Phipps, a seasoned investor-focused Realtor with Phipps Group. Natasha shares her journey into real estate, her expertise, and how she tailors strategies to help investors achieve success. Learn about her unique approach, including market analyses and strategic planning, that sets her apart from traditional realtors. Whether you’re a seasoned investor or just starting out, this episode provides tactical insights to manage risk in your real estate portfolio. Connect with Natasha and Wealthshare REIT: Website: https://wealthsh

  12. 41 min

    Ep 21: Navigating Real Estate Success: Renée Huse's Insights from Trading to Mortgages

    Tune in to our latest episode as we speak with Renée Huse, a former commodities trader and now a top mortgage professional. Renée shares her journey from the fast-paced oil and gas sector to real estate, offering strategic insights and innovative approaches. Discover the challenges she faced, her client-focused strategies, and her dedication to financial literacy through conferences and social media. Renée discusses her investing experience as a landlady to 26 families through market changes, providing tips on tenant relationships and advice for new real estate buyers. She also shares her outl

  13. 48 min

    Ep 20: Mastering Negotiation - From Fundamental Principles to Tactics with Leighton Wilks

    Join us as we chat with Leighton Wilks, a Senior Instructor and PhD candidate in Organizational Behavior and Human Resources. Leighton brings a wealth of knowledge on corporate social responsibility and cross-cultural management, enriched by his extensive consulting background. In this episode, we dive into the world of negotiation, exploring everything from fundamental principles to tactics. Whether you're looking to sharpen your negotiation skills or understand the nuances of strategic partnerships, this conversation is packed with insights you won't want to miss. Disclaimer: https://chmic.c

  14. 57 min

    Ep 19: Terra Snyder's Journey as One of Calgary’s Pioneering Female Home Inspectors

    Join us for a conversation with Terra Snyder, one of Calgary's few female home inspectors, as she shares her journey from construction to becoming a Red Seal Journeyman Carpenter. Terra offers invaluable insights into the home inspection process, highlighting its importance in saving homebuyers money and headaches. Learn from real-life examples and get practical tips on evaluating properties, identifying red flags, and ensuring quality inspections. Terra also discusses the importance of regular maintenance and current industry trends. Tune in for expert advice and Terra’s inspiring story of br

  15. 51 min

    Ep 18: Unpacking Calgary's Secondary Suites Program with Joshua Howes

    Amid Canada’s housing shortage, one solution is quietly reshaping neighborhoods. Pushed by municipal parties and eagerly adopted by savvy real estate investors and homeowners, the hidden gems of secondary suites not only address the housing shortages but also transform basements and garages into cash-flowing assets, making everyday real estate investors and property owners both problem-solvers and profit-makers. Join us for a conversation with Joshua Howes, Program Manager for Secondary Suites at the City of Calgary, who brings over 13 years of experience in city planning. Joshua discusses his

  16. 1 h 1 min

    Ep 17: Insights with Nick Hill and Daniel Foch on Solving Canada’s Housing Crisis

    Join us for an insightful conversation with real estate investors and the hosts of the Canadian Real Estate Investor Podcast, Nick Hill and Daniel Foch. In this episode, they delve into Canada's pressing housing supply shortage and examine the underlying factors driving this crisis. Gain valuable insights into the current market and learn how other countries are effectively tackling housing density challenges. They discuss potential solutions, including increasing density and implementing new land use policies. We'll also cover critical topics such as government policy, the role of builders, t

  17. 33 min

    Ep 16: Real Estate Investment Financing with Nazia Zeb Sharif from the National Bank of Canada

    In this episode, we’re joined by Nazia Zeb Sharif, a seasoned banker with over 20 years of international experience and a manager at the National Bank of Canada, as she explores real estate investment financing. With a track record of helping over 150 families annually achieve homeownership and building her rental portfolio of eight properties since 2012, Nazia brings invaluable expertise to the table. In this episode, she dives into financing strategies for various property types, understanding mortgage limits, and National Bank’s investor-friendly offerings. Gain insights on securing financi

  18. 58 min

    Ep 15: Luc Boiron on Navigating Off-Market Real Estate Deals

    In this episode, we chat with Luc Boiron, founder of Bliss Realty Inc. and a prominent figure in Canada’s real estate landscape. After a successful legal career, Luc made the leap into real estate in 2016, establishing Off Market Bliss, a firm that specializes in house flipping and wholesaling. Today, his company stands as one of Canada’s largest property acquisition firms, boasting nearly 1,000 completed deals and a diverse rental portfolio. Luc shares his journey, revealing valuable insights and strategies he’s acquired over 17 years in the industry. From assembling a winning team to navigat

  19. 51 min

    Ep 14: How to Secure Investment Property Loans with Kyle Green from Green Mortgage Team

    In this episode, we welcome Kyle Green, Owner of Green Mortgage Team, who is a leading Mortgage Broker with a focus on supporting Real Estate Investors with investment property financing since 2008. With extensive experience collaborating with the Real Estate Action Group and various investor networks, Kyle has established himself as one of the go-to resources for financing investment properties in Canada. As a top-producing franchise agent in British Columbia since 2011, his expertise has been showcased in major publications. Kyle shares valuable strategies that have propelled his clients to

  20. 60 min

    Ep 13: Multifamily Investment Strategies: Insights from Josh Findlay and Ehren Laycock of BLD Financial

    Tune into our conversation with Josh Findlay and Ehren Laycock of BLD Financial, leading experts in multifamily real estate investment. They’ll delve into their recent rebrand and the diverse client base that has propelled BLD Financial to industry leadership. Discover the advantages of the MLI Select Program for investors, and get the inside scoop on successful CMHC financing strategies while clearing up common misconceptions about MLI Select. Josh and Ehren also share real-world investor experiences, highlighting both challenges and notable successes. Whether you're diving into multifamily i

  21. 49 min

    Ep 12: Understanding Credit: Key Insights and Trends with Eric Poblete from Equifax Canada

    Join us for a conversation with Eric Poblete, Director of Mortgage and Housing Solutions at Equifax Canada, as he simplifies the complexities of credit. Discover the history of credit, how Equifax tracks it, and why it's important. We'll look at current debt trends, including the rise in non-mortgage debt and increasing credit card usage. Eric shares credit activity among different demographics and financial stress indicators, including missed payments and insolvencies. We'll also explore more on economic factors affecting credit challenges for first-time homebuyers and key takeaways from Equi

  22. 45 min

    Ep 11: How Private-Public Partnerships Are Creating Sustainable Healthcare Infrastructure

    Tune in to our latest episode as we dive into the world of private-public partnerships with Rohit, the visionary leader behind Rohit Group, a rapidly expanding national real estate organization. Under Rohit’s guidance, the company has evolved from a suburban home builder into a vertically integrated enterprise managing over $1 billion in assets. Rohit shares the story of how strategic collaborations, including a transformative partnership with Covenant Health, are driving their mission to build sustainable healthcare infrastructure and enhance communities across North America. Since its start

  23. 58 min

    Ep 10: Revolutionizing Real Estate with Bōde: Direct Connections & Major Savings on Realtor Fees

    Don’t miss this eye-opening conversation with Robert Price, CEO of Bōde, and Jeremy Smith, EVP of Enterprise Services, as they discuss how Bōde is revolutionizing real estate. Tune in to learn how Bōde is empowering users by directly connecting buyers and sellers, cutting out traditional Realtor® fees, and offering comprehensive market insights. We dive into the platform’s innovative features, seamless transaction process, and bold expansion plans. Hear firsthand success stories and discover how Bōde is redefining transparency and efficiency in real estate. Whether you’re in the market to buy

  24. 45 min

    Ep 09: Solving Canada’s Housing Crisis – Insights & Strategies from Chief Economist Brendon Ogmundson

    Join us for an insightful conversation with Brendon Ogmundson, Chief Economist at the BC Real Estate Association. In this episode, we delve into the critical issues shaping Canada’s housing market. We discuss the severe housing shortage, the economic factors slowing supply growth, and the impact of government policies such as the new anti-flipping tax. Brendon shares his expert analysis of current economic trends and outlines the strategies that Canada must adopt to alleviate its housing market challenges. Don’t miss this deep dive into one of the most pressing issues facing Canadian real esta

  25. 52 min

    Ep 08: Al-Karim Khimji on Leveraging Technology with Propra for Aspiring Investors

    In this episode, we sit down with Al-Karim Khimji, the co-founder and CEO of Propra, to discuss his extensive real estate journey. Al-Karim’s wealth of experience spans over two decades and includes developing and managing his own rental properties as well as a mid-scale hotel portfolio. These experiences have equipped him with invaluable insights into many of the opportunities and challenges within real estate, which he shares throughout the episode. We discuss the future of real estate, tips for growing a portfolio, particularly for aspiring entrepreneurs looking to make their mark in real e

  26. 43 min

    Ep 07: How to Maximize Gains and Minimize Taxes with Cherry Chan

    Cherry Chan is a Real Estate Accountant who specializes in supporting Real Estate Investors (REIs) by structuring their holdings and investments. She focuses on maximizing financing options and minimizing taxes for her clients and works with a range of experience levels – from beginners to those with hundreds of units. In this discussion with Ryan Day, Real Estate Investment Success Manager at Calvert Home Mortgage, Cherry Chan shares her insights on what she sees with market fluctuations, current market trends, tax tips, and more. They discuss risk mitigation and the potential impact of the c

  27. 38 min

    Ep 06: 6 Figure BRRR W/ Shaun Thiessen, Funded By Calvert Home Mortgage

    Join us for an inspiring episode with Shaun, a seasoned real estate investor from Calgary. In this episode, Shaun takes us from his early days working alongside his father at Country Rose Homes at the age of 12, learning the nuances of custom home building, to founding his own successful venture, Waveline Properties. Discover how Shaun transitioned from working trades in his 20s to constructing his first infills by 30 and eventually building a thriving real estate empire. He shares candid stories of his challenges including financial losses, and offers valuable insights into flipping homes, ma

  28. 46 min

    Ep 05: Insights and Tips on Canadian Real Estate Valuations

    In this episode, join a few of the Calvert Home Mortgage team members – Real Estate Investment Success Manager Ryan Day, Senior Underwriter Garrett LaBarre, and in-house Real Estate Analyst Chris Grier, to delve into the world of property valuations. Grier shares his expert insights on common misconceptions and frequent mistakes in valuation submissions, including how factors like location and property size can negatively influence appraisals more than most people realize. Tune in to learn valuable rules of thumb for accurate property valuations and discover the specific criteria and comparabl

  29. 55 min

    Ep 04: Resiliency in Real Estate Investing – How to Navigate Risks and Build Repeatable Success

    In this episode, Erwin Szeto joins us as we discuss the realities of real estate investing, debunking the myth of easy profits and highlighting the importance of resilience and continuous learning. We look at some critical aspects of execution and risk management, and how to sustain repeatable business even through challenging real estate cycles. Erwin founded iWIN (Infinity Wealth Investment Network) and iWIN Real Estate. He leads a team of veteran real estate coaches who teach investors from the Toronto area to invest for cash flow. The iWIN Team was awarded Real Estate Agent of the Year to

  30. 1 h 4 min

    Ep 03: Short-Term Rentals, 2024 Federal Budget, and Flipping Tax with the Candid Kim Moody (Tax Specialist, FCPA, FCA, TEP)

    Join us in a candid conversation with tax specialist Kim Moody. We discuss short-term rentals, the 2024 federal budget, the difference between business income versus capitals gains, and the various ‘boogeymen’ impacting housing supply. Kim Moody, FCPA, FCA, TEP, is the founder of Moody’s Private Client and Moody’s Tax. His primary area of expertise is tax and estate planning for owner-managers of private corporations and executives, particularly those who have entered into the tax complexities that come with being affluent. Though admittedly not one himself, Kim works with many professional at

  31. 54 min

    Ep 02: How a Calgary Wholesaling Business Grew From 0-1M per Month in 2 Years

    In this episode, we’re joined by co-founders of Cashyn Homes, Brennan Holowaty and Anthony Maricic. Cashyn Homes is currently the largest real estate wholesaler in Calgary, Alberta. Tune in to learn how they got started and for some tactical tips and strategies for local Real Estate Investors. Join the Cashyn Homes buyer’s email list: www.wholesaleproperty.ca Anthony Maricic Anthony is a dynamic entrepreneur, a visionary leader, and the CEO of Cashyn Homes. With his entrepreneurial spirit and business expertise, he impressively scaled Cashyn Homes to a multi-million-dollar organization in just

  32. 16 min

    Ep 01: Introduction to Real Estate & Wealth, powered by Calvert Home Mortgage Investment Corporation

    Calvert Home Mortgage is on a mission to be Canada's most trusted mortgage lender so that our customers, investors, and partners succeed and grow in thriving communities. Meet our hosts – Ryan Day and Jesse Bobrowski. In this episode, they dive into what you can expect from the podcast which includes discussions around the various aspects of real estate investing, including market trends, property analysis, financing strategies, risk management, and much more. Review the disclaimer here. Calvert Home Mortgage Investment Corporation | FSRAO Licence Number 13267 and 13268Rob Maver | FSRAO Mortga