Our Culture

Built on a culture of care, authenticity, and responsiveness

We are on a mission to be Canada’s most trusted mortgage lender so that our customers, investors, and partners succeed and grow in thriving communities.

Calvert Home Mortgage has been recertified for Canada’s Most Admired Corporate Cultures Award program. As a 2022 winner, we are proud to be recognized for this award for the third year in a row, having demonstrated our commitment to preserving and strengthening our corporate culture each year. Click here to learn more.

Our Values

Calvert Home Mortgage cares about the STEPS we take everyday

Service: Our aspiration is that everyone is better off for their interactions with us.

Trust: We help people through the most important financial decisions of their lives.

Education: All of our efforts are grounded in teaching and learning so we can succeed together.

People: We see the people behind every mortgage.

Solutions: We are energetic problem solvers, finding ways to help our customers.

How Calvert Home Mortgage Achieves 90% Employee Retention with Monark’s Support

“Calvert Home Mortgage is a team of high performers committed to a big vision, prioritizing company culture above all else. The organization has been one of Canada’s most admired cultures for two years in a row. It is also a four-year winner of a top mortgage employer award through Canadian Mortgage Professional Magazine.

‘Culture drives everything we do, and we won’t do something if it sacrifices culture,’ says Julia Smithers, HR Manager.

Calvert has an ambitious plan to grow its assets under management by more than triple over the next five years. Investing in its people is critical to achieving this goal.”

Click here to read the full case study from Monark.

Family Business

On a podcast episode with Judy Aldous on Alberta@Noon CBC Radio (Highlights), Dean Koeller, CEO and President of Calvert Home Mortgage Investment Corporation discussed what it was like taking over the family business. Throughout the episode, he shares some of the key things that he and his brother, Dale Koeller, Chief Risk Officer at Calvert Home Mortgage, have learned along the way.

The family business was founded to fill the gap between what banks offer and what some borrowers need to be able to access capital to purchase a home or real estate investment. Their focus is on short-term financing solutions that meet these needs.

Being a family business has its challenges, but it’s more important to lean on each other’s strengths rather than criticize each other’s weaknesses. “Using outside advisors can be so helpful to building the right level of respect to have conversations that go in a healthy direction,” says Dean.

He highlights Family Enterprise Canada (FEC), an advisory designation where participants learn how to work with families in an effective manner. It allows families to bring forward any conflict and the expectations that exist, to ensure things are dealt with in a productive manner and not in a way that pulls the family apart.

Dean also shares how they sought out organizations such as the aforementioned FEC and also the Alberta Business Family Institute (ABFI), which he now serves as a board member, to be able to find advisors that really understood the dynamics of family businesses to help them find direction. “Once we found that direction, the ability of our business to be able to connect with our clients and do the great work that we do has allowed us to have so much success as a family and as a business.”

Learning how to work together has cultivated a strong culture, and in turn, has resulted in Calvert Home Mortgage being awarded one of Canada’s most admired corporate cultures. This is an award we are very proud of.

If you’d like to hear more, tune into the full episode here.

The Team

Get to know Calvert Home Mortgage’s team of trusted experts.

We Believe In

Committing To The Personal And Financial Success Of Others

We are more than an alternative lender. We are your partner in business. Your success is our success, and this approach has been the foundation of our business since 1975.

Inspiring Others To Make Good Decisions

We know that trustworthy mortgage solutions are important to you. We take the time to listen to the needs of our Mortgage Broker partners, the Real Estate Investors we meet, and the homeowners we work with. We can lend our expertise and suggest the most cost-effective options. Our goal is to make a positive contribution to real estate investments.

Adding Value Through Knowledge, Wisdom And Service

We provide our clients and partners with valuable resources. Sharing our knowledge means you have the tools and resources required to make decisions with confidence.

Being Honest, Authentic And Caring

We do things differently. This distinction starts with providing transparent, caring, and empathetic service to our clients and partners. We ensure a high ethical standard within the alternative lending industry.

Calvert Home Mortgage | Our Culture

Our Difference

We make lending easier and more approachable.

We Strive To:

  • Develop Meaningful Relationships
  •  Provide An Effortless Experience
  •  Inspire And Be Inspired
  • Live And Work With Integrity
  • Be Open To Possibilities
  • Work With Passion
  • Be Adaptive Learners
  • Create, Collaborate And Share
  • Give generously and receive graciously

Giving Back

We maintain a culture that is committed to giving back and serving our community.

The Charitable Foundation Of The Family

Everett Koeller is the founder of this charitable foundation, and with the support of his family, they continue to make a difference in their community.

The Charitable Foundation of the Family is a grassroots organization whose focus is on helping others in their moment of need. They are committed to assisting those in our community who are financially oppressed, furthering education through scholarships, and ultimately promoting growth and unity in our community. 

The foundation does not duplicate existing services; instead, it looks to partner with agencies to find the best, most resourceful, and self-sustaining methods to help those in need. 

Christmas Charities

2020 was a challenging year for so many in our community. For this reason, our team members decided that in place of sending Christmas gifts, we would make charitable donations. 

The team asked our investors and mortgage broker partners to help us decide between a few charities. In the spirit of giving, Calvert Home Mortgage donated to 3 charities on behalf of our investors and mortgage broker partners:

  1. Charitable Foundation Of The Family 
  2. Canadian Mental Health Association
  3. Distress Centre

JOIN OUR TEAM

Does our culture resonate with you? We are growing!