The Team

Feel confident with our trusted team working with you.

It takes a lot of heart to be the best at what we do. Our team of experts includes a former tennis athlete and a two-time Grey Cup Champion. We take our success and yours to heart. Let us go to work for you!

Meet the Team

Executive Team

Calvert Home Mortgage | Everett Koeller

Everett Koeller

Founder

While building a successful lending career in the early 1960s, Everett discovered a need for short-term mortgage loans through a trusted source. Answering the call, he founded Calvert Home Mortgage Investment Corporation in 1975 with a focus on providing an effortless client experience tailored to their needs. For more than 45 years, Everett has been instrumental in the company’s growth and development. He continues to mentor the team in disciplined underwriting and living the values that initiated Calvert Home Mortgage’s success.

Dean Koeller

President & CEO, UDP, Dealing Representative

Growing up in the lending business, Dean’s father, Everett Koeller, taught him to bring his best in everything he does. Mentored to build an organization that truly cares, Dean believes in creating a winning culture which is committed to our clients, team members, stakeholders, and community. As a leader, Dean is committed to being a trusted advisor and creating an effortless client experience. Dean’s motivation comes from his passion for helping others discover and grow their success.

Dale Koeller

Chief Risk Officer

Since 2001, Dale has been advancing his skills and knowledge of the mortgage industry. He quickly became recognized as a lending leader in the real estate market with a reputation for placing substantial value on personal connections. Dale is a trusted advisor offering education and analytical analysis to his clients. His knowledge provides valuable insight into the best financial solutions to serve each unique client need. Dale’s wife and two daughters are his pride and joy. He enjoys hiking, skiing and camping with his family.

Candia Cope

Vice President Operations and Innovation

Candia brings financial services expertise encompassing customer service, lending, investing, compliance, administration, and operations. She holds a wealth of experience working in major financial institutions, including time spent teaching at a private business college, years in the RESP sector, and 15 years in the private lending sector. Candia believes real estate can provide tangible security for investments and allows investors to see the security that backs their investment. Candia’s sense of fun and energy is contagious to those around her. Her number one priority is her family, creating lasting memories from their many adventures skiing, spending time in the mountains or the ocean.

Jesse Bobrowski

Vice President of Business Development, Dealing Representative 

Meet Jesse Bobrowski. With over 17 years of experience in real estate lending and investing, Jesse isn’t just about business; he’s all about people and supporting those around him. His mission? To educate and inspire others to achieve personal and financial success.

In his role, Jesse develops, nurtures, and grows relationships with mortgage brokers, capital partners, borrowers, and, of course, the team at Calvert Home Mortgage.

When Jesse isn’t working, he enjoys family life as a proud husband and father of two little ones. He loves hitting the ski hill, fishing, hunting, and mountain biking. Jesse is passionate about learning and is particularly curious about economics, financial markets, geopolitics, history, and technological trends.

Chris Walker

Chief Operating Officer

Chris joined our team in April 2024 as the Chief Operating Officer. He is a seasoned banking professional with 23 years of experience in financial operations, process implementation, and strategy. Chris has a passion for personal and commercial credit and portfolio management. He joins us from BMO Private Wealth, a fully integrated wealth management firm, and brings unparalleled expertise in overseeing large-scale operational initiatives. He has a proven track record of driving efficiency and optimizing processes. Chris is dedicated to delivering exceptional results and enhancing client satisfaction.

Calvert Home Mortgage | IMAGE COMING SOON

Ben Drummond

Chief Financial Officer

Ben joined our team as Chief Financial Officer in September 2024. With over 20 years of experience and a CPA, CA designation, Ben brings a wealth of expertise to Calvert Home Mortgage. His background includes six years at KPMG and notable roles in both family offices and private equity-backed entities.

Ben’s experience spans a variety of sectors. He spent a year working on a roll-up strategy in the filtration industry and 6.5 years managing in a private equity-backed Oil & Gas company. He has a significant focus on strategic planning & executing on growth plans, particularly gained via M&A through his track record of over 25 closed transactions, including a $775M sale. In addition, Ben has substantial experience in investor relations and capital markets. Known for his results-oriented approach, Ben excels at resolving complex business issues, implementing strategic plans, and driving positive results. His passion for financial strategy and operational leadership thrives in entrepreneurial environments.

Outside of work, Ben enjoys coaching his three kids in soccer.

Underwriting Team

Sherwin Dziwenka

Underwriter Manager

Sherwin is known for his personalized approach. He develops an effortless and creative solution to serve each client’s specific needs. Before joining the Calvert Home Mortgage team, Sherwin spent time developing himself as a mortgage broker with a national brokerage. Sherwin’s broker experience translates to a genuine understanding of what mortgage brokers require from their lenders to quickly and successfully close. He is a proud father.

Garrett LaBarre

Senior Underwriter, Dealing Representative 

Garrett has a passion for working closely with clients to achieve the best possible solution given their unique circumstances. As a former athlete and team member of an NCAA tennis program, he understands the perseverance and hard work required to succeed. Garrett has committed his career to real estate financing and has demonstrated a commitment to customer service, real estate investing, and credit rehabilitation.

Rob Maver

Senior Underwriter

A notable mentor and leader, Rob will not rest until the job is done right. He has a contagious enthusiasm for real estate and business development. He was a two-time CFL All-Star, Team Captain, and a two-time Grey Cup Champion. This athletic background taught him to value teamwork, discipline, goal-setting, and relationship building. Rob understands what it takes to create a team of winners while maintaining a positive attitude to produce the best results. Whether working with a Real Estate Investor securing a quick close, or a homeowner utilizing the equity in their home, Rob takes great pride in helping Calvert Home Mortgage clients improve their financial outlook, knowing the real impact on their lives.

Spenser Brooks

Underwriter

Spenser brings his passion for Real Estate, learning, and client-focused interactions to his position as Underwriter Success Associate with Calvert Home Mortgage. He received his B.A. in Economics from the University of Calgary and is currently enrolled in his level one CFA. Spenser previously worked in the Oil and Gas industry on the US Oil Equity Research team for Enverus, as well at Kearl Lake as a Project Coordinator. It was through these opportunities that he developed his passion for customer-focused solutions and data-driven answers. In his spare time, Spenser enjoys golfing as regularly as the weather allows, as well as strength and conditioning training.

Logan Moror

Logan Moro

Underwriter

Logan joined Calvert Home Mortgage in October 2021. She has extensive administrative and organizational skills having held previous senior legal assistance roles at a prominent law firm and then the Alberta Crown Prosecutor’s office. She has a strong desire to always learn and grow, which pushed her to switch industries from the legal field to real estate. In her role, Logan efficiently processes and evaluates mortgage applications and other documentation with the goal of supporting the speed and accuracy of credit decisions for mortgage loans. She enjoys the opportunity to make an impact on the lives of clients, through offering fast funding on profitable investment opportunities, or working with clients in unfortunate financial situations to help get them back on their feet. In her spare time, Logan is an avid crafter, a lover of true crime and enjoys road tripping and camping in her roof tent.

Moneet Gill

Underwriter

Moneet joined Calvert Home Mortgage in April 2022. She has a Bachelor of Arts in Criminal Justice from Mount Royal University and extensive experience in client-focused interactions as well as documentation analysis. Being a first generation Canadian, Moneet sees the importance of financial success and stability which led her to want to help clients reach their goals. Moneet has a passion for real estate which stems from her family’s involvement in the real estate industry. She loves to hike, travel, and spend quality time with her family and friends.

Melissa Lee

Melissa Lee

Underwriter 

Melissa joined the Underwriting team at Calvert Home Mortgage in November 2022. Prior to CHMIC, she worked in IT as a data analyst and scrum master where she developed analytical skills, facilitated meetings, and coached agile concepts. She started her real estate investing journey in 2019, holding both long and short-term rentals. Throughout her journey, she has done some of her own renovations and managed contractors. Melissa is excited to utilize her analytical abilities and her passion for investing to work alongside investors, educating and providing them with products to help them build and scale their portfolios. When Melissa isn’t engaged in real estate, you can find her reading, at the gym, spending time with family, or trying to find the best cheap foods in town.

Hannah Whitman

Underwriter

Hannah joined the Calvert Home Mortgage team in May 2022 as a Junior Mortgage Administrator in Funding and transitions to the Underwriting department in November 2023. Her background in legal studies and numerous years of experience in the real estate field has equipped her to excel and assist Mortgage Brokers and borrowers with their mortgage inquiries. Beyond the numbers, she truly understands the significance of homeownership – whether you are a first-time buyer or a seasoned Real Estate Investor. She focuses on fostering connections and creating personalized solutions. Hannah believes in the Company’s values and brings positivity, friendliness, and a great sense of humour to the office, her coworkers, and clients.

Jen Linton

Underwriter  

Jen joined the Underwriting team at Calvert Home Mortgage in October 2023 and brings with her a strong educational background. She holds a Bachelor’s Degree in Business from St. Anselm College in Manchester, New Hampshire, and furthered her education with an MBA, concentrating on Marketing, at Southern New Hampshire University.

While her career began in the mortgage industry, Jen took a brief hiatus from the corporate world to focus on raising her two young boys and share her love for fitness by teaching classes. She’s not only an experienced fitness instructor but is also a fitness enthusiast herself.

Born and raised in the United States, Jen’s free time reflects her diverse interests. She can often be found engaging in fitness-related activities, indulging in a good book, or baking chocolate chip cookies. Jen’s commitment to her family, her dedication to fitness, and her academic achievements make her a great addition to the team.

Ashmeena Grewal

Underwriter

Meena joined the Underwriting team at Calvert Home Mortgage in October 2023. Passionate about real estate, she understands the importance of building meaningful connections with clients, colleagues, and stakeholders. With a strong background in client services, Meena possesses a keen understanding of client-centric practices. Her adept communication skills and empathetic approach are instrumental in guiding clients through the intricacies of mortgage financing, ensuring an effortless experience. Through her work, she is dedicated to helping clients secure their financial futures. Outside of work, Meena enjoys traveling, spending time with her family and friends, and volunteering for numerous non-profit organizations.

Maggie Carron

Underwriting Success Associate 

Maggie joined our ever-growing team in early 2024. She has a Bachelor of Arts in Criminal Justice from Mount Royal University, where she received two awards for her leadership and community involvement. She previously worked within the legal profession regulatory body in education and professional development. She coordinated the development and implementation of department projects, programs, and initiatives in her role.

Maggie has always been drawn to the real estate industry, as she has many family members working within different sectors of the industry. When she is not working, she can be found spending time with her dogs Fernie & Frankie, learning equestrian sports, challenging anyone she knows to a solid round of pickleball, or starting a new home renovation project.

Gursimran Kaur

Underwriting Administrative Assistant

Gursimran, who also goes by Sim, joined the Calvert Home Mortgage team in August 2024. She has a strong compliance and office administration background and is dedicated to creating organized and efficient work environments. Sim has a SAIT Business Administration degree that has honed her skills in managing compliance documentation, maintaining organized records, and ensuring smooth administrative processes. Her experiences include handling confidential information, supporting audit preparations, and implementing effective office systems. She prides herself on attention to detail and enhancing team efficiency. Outside of work, Sim enjoys hiking, going on road trips with friends, and exploring new trails. These activities provide a refreshing break and inspire her to bring a sense of adventure.

Calvert Home Mortgage | IMAGE COMING SOON

Amara Rashid

Underwriting Success Associate

Amara joined the Underwriting team at Calvert Home Mortgage in November 2024. Before joining CHMIC, she gained a diverse professional background, including experience in medical and business analysis. Her medical background sharpened her attention to detail and precision—skills she now applies to helping clients achieve their real estate goals. With her expertise in business analysis, Amara excels at bridging the gap between technical solutions and client needs. Her passion for real estate, particularly BRRR properties, ultimately led her to CHMIC. Amara’s commitment to exceptional service and meticulous attention to detail ensures clients receive a seamless experience tailored to their unique objectives.

Outside of work, Amara enjoys interior design, swimming, and spending quality time with her family. Her personal interests in creating beautiful spaces and staying active reflect her professional dedication to growth and transformation—values she is proud to bring to her role at CHMIC.

Calvert Home Mortgage | IMAGE COMING SOON

Paul Livingstone

Underwriting Success Associate

Paul joined the Calvert Home Mortgage team in December 2024. As a graduate of the University of Guelph, he brings with him a sociable and detail-oriented mindset. Paul also has a background as a certified Gas Technician. Outside of the office, Paul is an avid golfer and enjoys living an active lifestyle that includes hiking, basketball, and spike ball.

Jetlan Houcher

Special Files Associate 

Jetlan joined the team in April 2022. He brings with him experience in Business Consulting and Commercial Lending which has proven to be an asset in his role as a Special Files Associate. Jetlan grew up with a passion for sports and played elite hockey at the NCAA level, granting him a deep understanding of work ethic, teamwork, and determination. He is committed to providing an effortless customer experience and is eager to expand his professional career within the real estate industry. Outside of the office you can expect to find Jetlan either on the golf course or at the rink.

Robin Mackay

Real Estate Analyst Manager

Robin joined the team in 2019 as our in-house valuator. She provides real estate analysis and valuations for our underwriting team. Robin is currently enrolled with Sauder School of Business (University of British Columbia) and is a Candidate Member of the Appraisal Institute of Canada. She has previous experience as a fee-consultant, working for a national appraisal company. Before pivoting into real estate, Robin spent 5 years as a business consultant for franchise owners.

Jillana Knauft

Real Estate Analyst

Jill joined CHMIC in 2022, after completing a combined 5-year career as a Residential Appraiser in Southern and Central Alberta. Jill is a member of the Canadian National Association of Real Estate Appraisers and has been designated since 2015. Jill also comes from a diverse employment and educational background as she has work experience in general management and human resources abroad and holds a master’s in business administration (MBA) with a focus on international business. Jill played competitive basketball and continues to be actively involved in the sport and her community as she volunteers with the minor basketball association board throughout the year.

Ryan Smith

Real Estate Analyst

Ryan joined Calvert Home Mortgage in 2021 an as in-house valuator after a career as a Residential Appraiser in Ottawa. He provides valuation and risk analysis to the underwriting team. He is an Appraisal Institute of Canada Member and currently enrolled in the Saunders School of Business (University of British Columbia). Ryan lives in Gatineau, Quebec but considers himself a Calgarian after living there for a decade and has a Bachelor of Economics from the University of Calgary. Prior to shifting to a career in real estate he worked in the financial sector and as security manager at the Ottawa Airport. In his free time Ryan enjoys outdoor activities, reading, cooking and 3d printing.

Chris Grier

Real Estate Analyst

Chris joined the Calvert Home Mortgage team as a Real Estate Analyst in 2022 and brings over eight years of residential and commercial fee appraising experience in the Calgary area. He is a member of the Canadian National Association of Real Estate Appraisers and is a designated residential appraiser and certified appraisal reviewer working to obtain his commercial appraiser designation. Prior to joining the real estate industry in 2014 Chris worked as a technologist, business analyst, and project manager in the oil & gas industry after earning his Bachelor of Science Degree in 2003. In his free time Chris enjoys spending time with his wife and two children, as well as running, squash, and ball hockey.

Business Development and Marketing Team

Ryan Day

Business Development Manager, Dealing Representative

Ryan joins Calvert Home Mortgage with an impressive sales history with leading beverage brands. Working for industry leaders, Ryan built a foundation of providing superior customer service. His innate qualities include the desire and ability to effectively listen, communicate, and understand each individual while providing genuine value to every interaction. Drive, passion, and continuous improvement are the cornerstones of his professional life. Ryan’s enthusiasm for real estate guides him to learn all there is to know about the industry. Ryan enjoys snowboarding, scuba diving, and hot yoga. He once completed a silent meditation retreat in Thailand and didn’t talk for five days! On weekends, you can find Ryan learning new skills through reading, audiobooks, and attending seminars. As an exceptionally social individual, he enjoys discussing real estate, innovative technology and loves a good travel story.

Alisha Fuss, Marketing Manager

Alisha Bobczynski

Marketing Manager

Alisha has a passion for real estate investing that led her to Calvert Home Mortgage in June 2021. In her position as Marketing Manager, she enjoys educating, learning from, and networking with real estate investors every day. She has a Bachelor of Arts in Communication Studies from the University of Calgary as well as a Digital Communications Certificate from Mount Royal University. Alisha comes from an extensive professional background in marketing and social media management whereby she applies creativity, research, and communication in developing content that is engaging and informative. Alisha is a highly social individual that thrives off valuable interactions. Having been an avid fitness enthusiast for the past 10 years, and competing in bodybuilding competitions, she understands what it takes to bear down and relentlessly pursue a goal. In addition to the gym, Alisha loves adventure, attending networking events, everything real estate, and spending time with her loved ones.

Carolyn van Schothorst, Marketing and Business Development Assistant

Carolyn Schneider

Marketing Associate

Carolyn joined the team at Calvert Home Mortgage in December 2022, bringing with her over 5 years of marketing experience. Formerly a Red Seal Chef, she embraced the challenge of learning new skills across various industries, eventually finding her calling in marketing. Carolyn has a keen eye for detail and is meticulous in her work. She is dedicated to excellence in her role and embraces the Company’s values and mission.

Carolyn’s love for cooking continues to shine in her free time, where you’ll likely find her in the kitchen, exploring new recipes and dishes. She loves traveling with her husband, gardening, and caring for their two dogs and other farm animals. Above all, she places immense value on quality time with family and friends.

Kaelan Nelson

Business Development Associate

Kaelan joined the team in 2024, bringing experience in customer service and sales from multiple industries, including retail, tech software, and residential construction. He has a Bachelor’s Degree in Finance from George Brown College.

Joining the Calvert Home Mortgage team has allowed Kaelan to combine his love for sales, financial investing, and real estate investment. He is committed to the success of our clients by providing effortless experiences and industry education. Originally from Toronto, Kaelan is eager to learn everything he can about Calgary, our communities, and the real estate market. He loves to spend his free time playing sports, being active outdoors, and restoring (and racing!) classic cars.

Dejan Blagojevic

Marketing Assistant 

Dejan joined the Calvert Home Mortgage team in August 2024, bringing his experience as a B2B and digital marketer. He has a background in trades, specifically property renovations, which made him eager to join the team. Dejan has a Bachelor of Business Administration Degree with a major in Marketing from Mount Royal University. He is excited to continue to build his skills within the real estate industry. In his free time, Dejan enjoys going to the gym, playing various sports, and actively participating in the car community.

Calvert Home Mortgage | IMAGE COMING SOON

Dan Werner

Business Development Associate 

Dan joined the team in 2024, bringing experience in alternative mortgage lending and exempt market dealings. With a passion for real estate and investing, Dan is committed to continuous learning and professional growth. He has a proven track record in business development, mortgage renewals, and delivering top-tier client service.

Dan holds a Bachelor’s Degree in Marine and Freshwater Biology from the University of Guelph, where he developed strong project management and data analysis skills. His analytical approach and attention to detail translate into effective solutions in real estate investing. Outside of work, Dan enjoys exploring the outdoors with his fiancé and Bernese Mountain Dog. He loves a good weekend trip with his loved ones backpacking, snowboarding, fishing, and scuba diving.

Administrative Team

Tara Cooney

Mortgage Administration Manager 

Tara joined the team in August 2022 as the Manager of Mortgage Administration. Tara has more than 10 years in a supervisory role along with more than 20 years in the mortgage and real estate industries. Tara has worked with new home builders, as a mortgage specialist at ATB and TD Canada Trust, with a not-for-profit home ownership program and most recently in insolvency and bankruptcy with a Licensed Insolvency Trustee. Outside of work, Tara spends much of her time with her family and out walking with her dog. She is a wine enthusiast with her level 2 WSET award in wines and is an avid NFL fan.

Kari Gillepsie

Kari Gillepsie

Investor Relations Manager & Chief Compliance Officer

Kari joined the Calvert team in September 2022 as the Investor Relations Manager and Chief Compliance Officer. Her career in financial services spans 34 years spent in a major financial institution and a private lending firm.  Kari’s experience ranges from mortgage administration, financial planning, investor relations, operations, and compliance.  Her mission has always been to assist all clients, borrowers, and investors in reaching their financial goals.  When she is not at work, she enjoys spending time with her family and traveling.

Christine Smithers

Client Care Specialist

Christine started working in the financial industry right out of high school and worked her way up from an office temp to an Administrative Assistant for multiple Investment Advisors. She joined our team in 2024, bringing over ten years of administrative experience in the financial industry, primarily from BMO Nesbitt Burns. Client service, trust, and satisfaction have always been a priority for her and she’s eager to deliver that same commitment at Calvert Home Mortgage.

Christine has a keen eye for detail and is very efficient. In her spare time, she enjoys hanging out with her dog Billie who is named after her favourite NFL team – The Buffalo Bills.

Calvert Home Mortgage | Joy Sale

Joy Sale

Mortgage Servicing Administrator

Joy has provided exceptional work since joining the Calvert Home Mortgage team in 2017. Her focus is ensuring our clients, brokers, and lawyers have an effortless experience. Joy’s role and responsibilities fit well with her commitment and enjoyment of helping others.”I love this company. When our clients and business succeed, we all grow together.”

Julia Smithers

HR Manager

Julia joined the Calvert Home Mortgage team in 2020, bringing with her 10+ years’ experience providing administrative support to all management levels in numerous industries, including oil and gas, property management, and automotive. In 2023, Julia earned her Human Resources Certification through MRU and assumed the role of HR Manager within the company. In this capacity, she collaborates closely with the Executive Team to nurture the organization’s people and cultivate its culture. Julia is dedicated to infusing every HR interaction with a compassionate touch, striving to foster a supportive and inclusive work environment. Outside of work, Julia enjoys traveling with her fiancé and their border collie, exploring new destinations and creating cherished memories.

Chynthya Gindele

Executive Assistant to the CEO

Chynthya joined our team in May 2024 as an Executive Assistant to the CEO, bringing her extensive administrative expertise and passion for real estate. With a background in nonprofit administration and a Bachelor’s degree in International Relations from the University of Calgary, Chynthya transitioned into the real estate sector, driven by her fascination with property markets.

Prior to joining the Calvert Home Mortgage team, Chynthya excelled in roles where she provided executive support and managed projects with precision and dedication.

Outside of her professional life, Chynthya enjoys archery, snowboarding, gardening, and travel.

Calvert Home Mortgage | Amy Bailey

Amy Bailey

Mortgage Servicing Administrator

Amy joined Calvert Home Mortgage in 2016, bringing more than 20 years of mortgage experience in customer service and administration. Amy contributes excellent value to Calvert Home Mortgage and our admin team with her depth of knowledge. Her commitment is to assist customers while contributing to a successful team and fostering an adaptive environment. Amy provides our clients with timely, value-based service. She is meticulous with details and continually seeks ways to streamline an effortless client experience.

Chrys Sullivan

Mortgage Servicing Administrator

Chrys comes to us from BC with over 33 years of experience with two major financial institutions. She initially started her banking career in downtown Red Deer by answering a “help wanted” advertisement in the window of a bank. Her roles varied among numerous departments including Personal Banking, Commercial Banking, and Private Banking. She brings a high level of customer service experience and strives to always exceed customer expectations. In her spare time, she loves to sing with choirs, at karaoke, and live bands. She also loves spoiling her five grandchildren, but her all-time favourite past-time is riding motorcycles.

Laura Ladd

Mortgage Servicing Specialist

Laura joined Calvert Home Mortgage in 2019 with 12 years of administrative experience in the automotive industry. She enjoys interacting with team members, lawyers, and clients in her role as Mortgage Funding Specialist. Her goal in all her interactions is to provide an effortless experience. In her time outside of the office, Laura enjoys camping with her family, including Milo, her 3 year old bordoodle.

Calvert Home Mortgage | Kristine Vitto

Kristine Vitto

Mortgage Funding Specialist

Kristine joined Calvert Home Mortgage in 2013, after 11 years of mortgage underwriting and administrative work. She brings a strong work ethic and is committed to the business’s growth and development. Kristine has been an integral part of the administration team, ensuring a smooth process for internal and external clients. Her commitment is to go the extra mile and ensure every client receives an effortless and memorable experience.

Denise Janzen

Mortgage Funding Specialist

Denise joined the Calvert Home Mortgage funding team in September 2023.  She brings over 35 years of mortgage experience, including Mortgage Underwriting, Recoveries, Funding Operations and Project Management.  Denise thrives on providing clients, brokers, and lawyers with the best customer service.  In her spare time, she enjoys spending time with her grandchildren and cooking and entertaining for her family and friends.

Lori Manary

Mortgage Funding Specialist 

Lori joined the team in August 2024, bringing 17 years of experience in customer service and administration within the financial industry. She has a strong background in real estate, beginning her journey with buying and selling homes, as well as working as a general contractor. Lori has completed numerous renovation projects and has a passion for interior design, enjoying every aspect of transforming a space. Her hands-on experience with various mortgage types has given her a unique understanding of clients’ needs when they seek financing.

Having worked in both large banks and a small credit union, primarily in back-office roles, Lori excels at building relationships within the community and with key partners such as brokers and lawyers. She remains dedicated to creating strong connections and delivering exceptional service. In her free time, Lori enjoys going to the gym, spending time with family and friends, and traveling to see more of the world.

Accounting Team

Samantha Hunt

Intermediate Accountant 

Samantha joined the CHMIC team in April 2022 as a Junior Accountant. She brings with her a 5 year background in accounting, having worked with a diverse group of companies in the manufacturing industry. Prior to that she had an 11 year career in IT in the oil & gas industry. Samantha is currently working towards her accounting degree at SAIT and in her spare time she enjoys reading a good book and spending time with her family.

Geraldine O’Shea

Assistant Controller

Geri has over 10 years of experience in accounting and finance with a diverse group of companies in the real estate industry. Joining the Calvert Home Mortgage team in October 2023, she brings with her an extensive background in monthly and yearly financial reporting, budgeting, and process improvement. She has a BA in Business Information Systems and is currently working on completing her accounting certification with Acca (the CPA equivalent in the United Kingdom).

Originally from Ireland, Geri has lived in Canada for over 9 years. Outside of work, she has a passion for enjoying the mountains through hiking and back-country camping. She also loves exploring all that Calgary has to offer with her partner and two dogs.

Dominic Castaneda

Dominic Castaneda

Director of Finance

Dominic joined our accounting group in July 2022 as our Treasury Manager. Dom has over 14 years of progressive treasury and banking experience including positions in which he managed several syndicated credit facilities and related financial risk management initiatives of the company. Dom also has some unique government experience, having worked at the Central Bank of the Philippines auditing regulated banks and other financial institutions. He has a Certified Treasury Professional (CTP) designation and a bachelor’s degree in accounting. In his position as Treasury Manager, he oversees the cash management, financial and capital planning, compliance, and covenant requirements under our credit agreement with the syndicated lenders. Outside of work, Dom enjoys spending time with his friends and family outdoors. He particularly likes camping, fishing, and playing basketball and soccer with his sons. He is also a big NFL fan.

Cynthia Nwosu

Business Analyst

Cynthia has over 3 years of experience in Business and Data Analysis, analyzing business needs and data, translating business needs into technical and non-technical requirements, and drawing insights from analyzed data for decision-making. She has worked progressively with regulatory agencies, including Egg Farmers of Canada, where she was responsible for monitoring and reporting market information on egg supply and demand in the US and Canada. Cynthia has a bachelor’s and master’s degree in economics. She is currently working towards obtaining her Certified Business Analysis Professional (CBAP) Certificate. She loves playing board games with family in her free time.

Memberships & Associations

Active Community Participants Since 1975

Being part of our community is important to us and inspires us to contribute in several ways. Community is the fabric of who we are and what we can be. Community partnerships set the foundation by which we live our lives. We need to be leaders and ensure our community’s success, to benefit ourselves, our families, and future generations.

Calvert Home Mortgage | AMBA logo
Alberta Mortgage Brokers Association

The Alberta Mortgage Brokers Association is an independent, non-profit organization dedicated to high ethical business principles and keeping the industry at a high level of integrity and professionalism.

Calvert Home Mortgage has been a member of the AMBA since 1975. Everett Koeller, Dale Koeller, and Dean Koeller have all sat on the board of directors and continue to assist AMBA in its long-term success.

Calvert Home Mortgage | Calgary Chamber of Commerce
Calgary Chamber of Commerce

Calvert Home Mortgage has been a member of the Calgary Chamber of Commerce since 1998. For more than 120 years, the Calgary Chamber has been the city’s main connector of people, ideas, and stories.

Calvert Home Mortgage | CREB
Calgary Real Estate Board (CREB®)

CREB® is one of Canada’s largest real estate boards with a mission to provide realtors with the tools and support needed for success. This governing body operates on the founding principles of integrity, transparency, commitment, and collaboration.

Family Enterprise Canada

Family Enterprise Canada supports family-owned enterprises in Canada. Family Enterprise Canada believes that business families are part of a dynamic peer community and should access relevant and valuable family-centric knowledge, advice, resources, and learning opportunities. These experiences will help family-owned enterprises achieve stronger family and business outcomes, allowing them to succeed for generations.

Calvert Home Mortgage | MPC
Mortgage Professionals Canada (MPC)

Mortgage Professionals Canada is the national association representing Canada’s mortgage industry. MPC represents thousands of individuals and companies, including mortgage brokerages, lenders, insurers, and industry service providers. MPC and its members have a dedication to maintaining a high standard of industry ethics, consumer protection, and best practices.

Calvert Home Mortgage | TECCanada
The Executive Committee (TEC CANADA)

TEC helps executives and business leaders make smart decisions. Its vision is to accelerate Canadian business leaders’ growth and development by offering a peer advisory board supported by one-to-one coaching, expert speakers, fast-paced learning, and global networking opportunities.

Canadian Alternative Mortgage Lenders Association

Calvert Home Mortgage is a founding member for the The Canadian Alternative Mortgage Lenders Association (CAMLA). CAMLA provides an avenue for alternative mortgage lenders to exchange ideas and explore ways of improving the sector; encourage principled and professional practices by Alternative Mortgage Lenders; educate the public at large about Alternative Lending; encourage individual potential borrowers to be informed about the appropriateness of Alternative Mortgage Lending to the borrowers’ circumstance; and to advocate on behalf of, and represent the interests of Alternative Mortgage Lenders.

Platform Calgary

Calvert Home Mortgage is a Family Office Partner for Platform Calgary. Platform Calgary helps entrepreneurs find helpful resources, offerings, community support and partners.

Awards & Nominations

Waterstone Human Capital “Canada’s Most Admired Corporate Culture” Award – 2022-2024 (Recertified)

Calvert Home Mortgage Investment Corporation is thrilled to announce our recertification for Canada’s Most Admired Corporate Cultures Award program. As a 2022 winner, this marks our third consecutive year of receiving this recognition. We remain committed to fostering a strong, supportive, and thriving corporate culture that empowers our team and drives our continued success.

This national program recognizes best-in-class Canadian organizations and CEOs for fostering high performance corporate cultures that help sustain a competitive advantage.

Overall Bronze winner for Canadian Mortgage Professionals (CMP) Brokers on Lenders  in 2024

“The 18th annual CMP Brokers on Lenders report recognizes the best mortgage lenders in 2024 who have collaborated closely with their broker partners to achive optimal client outcomes and grow their businesses.

As brokers and lenders adapted to the evolving economic challenges of the past year, the leading lenders outperformed their competitors in multiple areas, according to survey respondents:

  • responsiveness and proactive communication
  • fast approvals and closing
  • use of technology and digital tools
  • flexibility and a common-sense approach to underwriting
  • exceptional broker support and service
  • product innovations”

Source: CMP

Canadian Mortgage Professionals (CMP) 5-Star Mortgage Products in 2024

“From customer service and interest rates to processing and approval speed, fees, and online banking, the top 11 leading lenders have differentiated themselves in an increasingly competitive market by:

  • Emphasizing high-level service
  • Offering competitive rates and terms
  • Making common-sense lending decisions
  • Prioritizing quick turnaround times
  • Innovating on product features

This year’s best mortgage lenders stand out for their comprehensive service and support across various products, including fixed-rate, commercial investor, first-time buyers, and reverse mortgages, as well as the rapidly growing alternative lending niche.”

Source: CMP

Canadian Mortgage Professionals (CMP) 5-Star Mortgage Employer for 2021, 2022, 2023, and 2024

The recipients of this award “distinguish themselves by excelling in areas paramount to employees’ success, such as:

  • Providing essential tools and resources
  • Fostering a thriving culture
  • Cultivating a positive reputation
  • Offering competitive compensation and benefits
  • Providing opportunities for advancement
  • Demonstrating strong and effective leadership”

Source: CMP

Waterstone Human Capital “Canada’s Most Admired Corporate Culture” Award – 2022-2023 (Recertified)

Calvert Home Mortgage Investment Corporation has been recertified for the Canada’s Most Admired Corporate Cultures Award program. As a 2022 winner, we are proud to be recognized for this award for the second year in a row, having demonstrated our commitment to preserving and strengthening our corporate culture this past year. This national program recognizes best-in-class Canadian organizations and CEOs for fostering high performance corporate cultures that help sustain a competitive advantage.

Canadian Mortgage Professionals (CMP) 5-Star Mortgage Products for our Alternative Lending & Investor Mortgage products in 2023

Calvert Home Mortgage is being recognized as one of this year’s 5-Star Mortgage Products award recipients, for our Alternative Lending and Investor Mortgage products.

“According to the country’s brokers who participated in Canadian Mortgage Professional’s 5-Star Mortgage Products survey, the 2023 awardees have established themselves as industry leaders by offering a combination of the following:

  • High quality products
  • Competitive rates
  • Outstanding service
  • Expedient approval and turnaround times
  • Common-sense lending approaches
  • Quick, concise and upfront underwriting”
Mortgage Awards of Excellence 2023 FINALIST Private Lender of the Year
Mortgage Awards of Excellence 2023 – Private Lender of the Year Finalist

“The Private Lender of the Year Award recognizes a company (i.e. MIC or Mortgage Investment Entity that is not an individual private investor) that offers outstanding products and support to the broker industry. The company must be proactive and innovative in educating the industry and helping to raise the level of professionalism among stakeholders. They must demonstrate a dedication to improving the communities they serve.”

Canadian Mortgage Professionals (CMP) 5-Star Mortgage Employer for 2021, 2022, and 2023

“The Top Mortgage Employers 2023 are prioritizing their employees’ overall well-being with strategies such as:

  • Competitive compensation packages
  • Professional development
  • Benefits that boost physical, mental, social, and financial health”
Waterstone Canada's Most Admired Corporate Cultures
Waterstone Human Capital 2022 winner of “Canada’s Most Admired Corporate Culture” award

This national program recognizes best-in-class Canadian organizations and CEOs for fostering high performance corporate cultures that help sustain a competitive advantage.Organizations and CEOs are recognized as national winners in categories including Enterprise, Mid-Market, Growth, Emerging, and the Broader Public Sector. “At Waterstone we know corporate culture drives performance and that it’s an organization’s greatest asset,” says Marty Parker, President and CEO of Waterstone Human Capital and Chair of the Canada’s Most Admired™ program. “The 2022 award recipients demonstrate that putting culture at the center of strategy drives growth and accelerates performance. This year’s winners are committed to diversity, equity, and inclusion, and their focus on employee engagement and culture measurement is driving extraordinary results.”

Canadian Lenders Association (CLA) 2022 Award Finalist for “Mortgage Lender of the Year”

“The Canadian Lenders Association (CLA) supports the growth of bank and non-bank companies that are in the business of lending. They represent and advocate for over 250 companies across Canada that participate in the SMB, BNPL, unsecured consumer, home improvement, automotive, and mortgage sectors. Their members effectively and responsibly use innovative underwriting technology and business practices to address the financial needs of Canadians and support their ability to improve their credit rating.”

Best in Calgary – Best Mortgage Firms in Calgary

“Best in Calgary” presents a list of the top Mortgages in Calgary taking into account rates, services and best offers.

Family Enterprise Canada – Family Enterprise of the Year Award finalist 2016

Established in 1986, the Family Enterprise of the Year Award (FEYA) is given annually by Family Enterprise Canada to celebrate and promote the achievements of Canadian family businesses and the considerable contribution they make to both their local communities and our national economy.

Click here to watch our submission interview and learn more about Calvert Home Mortgage.

Calvert Home Mortgage | We Are A Common Sense Lender

We are a common sense lender and appreciate a challenge.