Mike McCormick
Regional Vice President @Cmls Asset Management
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WORK HISTORY
Regional Vice President @Cmls Asset Management
Calgary, AB, CA
CMLS is one of Canada’s largest real estate lending platforms with $70B+ in assets under administration. Through CMLS Asset Management, we offer the CMLS Mortgage Fund with an investment objective to preserve capital and provide investors with attractive monthly income, backed by institutional-grade underwriting, deep deal flow, and disciplined risk management.
EDUCATION
University of Victoria
BA, Economics
ABOUT MIKE MCCORMICK
As a partner to investment advisors I help identify opportunities where I can work to help add value to their business and to client relationships, predicated on my belief that sound wealth planning is paramount to achieving financial success. By listening to advisor\'s unique needs, I can leverage my professional experience and investment product knowledge with ETFs, Mutual Funds and Segregated Funds to recommend investment strategies designed to help end-clients retire happy and enjoy their current standard of living. I have helped professionals represented by nearly every financial firm in the country build their business through efficient prospecting methods, engaging clients in joint presentations and cooperative marketing campaigns, delivering informative educational seminars, developing their personal brand, providing tools and market research, intel and investment solutions aligned with their needs and navigating key regulatory issues.
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