CareVest Group · Investing Since 1994

Generating Prosperity for Investors, Developers, and Communities

Three Decades of Facilitating Lending in Western Canadian Commercial Real Estate Financing.

0
historical compound annual yield*
0
of loans funded as a non-bank lender
100%
first mortgages currently held
Offering
Offering available in Alberta and British Columbia
Licensed Broker
Mortgage Broker operating since 1994
Offices
Vancouver and Calgary
Investor Relations

Two ways we serve Western Canada

Investors and borrowers, one disciplined platform.

The CareVest® Group (“CareVest”) is comprised of multiple regulated entities and has a long history of facilitating alternative lending to borrowers and providing income-producing alternative investments to investors in Western Canada.

Investors

Income-producing alternative investments

CareVest® Core Mortgage Investment Corporation has successfully delivered prudential returns to investors since inception from a portfolio of secured mortgages managed by CareVest Management Corp.

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Borrowers

Flexible, competitive financing

As a non-bank lender that has funded over $2.1 billion of loans, CareVest® Capital Inc. facilitates solutions to achieve flexible and competitive financing terms that allow developers and other property owners to build and create prosperous real estate communities.

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Delivering Results for Investors

Historical Compound Annual Yield Over 7.75%*

CareVest Core Mortgage Investment Corporation targets short-term commercial mortgage investment opportunities across Western Canada, generating a historical compound annual return over 7.75%* per year.

0
historical compound annual yield*
Class A Shares, net of all fees and expenses
0
funded in real estate lending
across MICs managed by CareVest Management Corp.
0
assets under administration
as of December 31, 2024
0
loan to value ratio
75% or lower for most mortgages

About the yield figure*The historical compound annual yield for Class A Shares of CareVest Core MIC at January 31, 2026 and the most current month exceeds 8.25% and is net of all fees and expenses, unaudited and prepared by CareVest Management Corp. Annual compound yield is calculated as the (ending value/beginning value)^(12/number of months)-1 with the assumption that dividend reinvestment is compounded at Net Asset Value per Class A Share. Past performance may not be repeated and there are no guarantees of future performance. Visit www.carevestmanagement.com for complete details of the most recent performance of CareVest Core MIC, including simple yield and yield since inception, which differ from the annual compound yield.

See it for yourself

What could your investment earn?

Move the slider to see estimated monthly income at the CareVest Core MIC historical compound annual yield, then get in touch with a licensed Dealing Representative.

$100,000

Monthly dividends, with a Dividend Reinvestment Plan (DRIP) available at Net Asset Value per Class A Share.

Estimated monthly income
$646
Per year
$7,750
Yield used
7.75%

Illustrative only, based on the historical compound annual yield for Class A Shares, net of all fees and expenses. Past performance may not be repeated and returns are not guaranteed. This is not an offer to sell or a solicitation of an offer to purchase any security. CareVest Core MIC is a speculative offering that involves risk factors.

How it Works

A tax-efficient way to invest in real mortgages on real property.

CareVest Core MIC is structured as a Mortgage Investment Corporation (“MIC”). Investors purchase shares of CareVest Core MIC – an investment fund which acquires and maintains a portfolio of mortgages. Therefore, a MIC structure provides a tax-efficient opportunity to indirectly participate and passively invest in the real estate lending market.

01

Learn and ask questions

Review the fund facts and the offering documents, and use our investor education resources. We encourage our clients and prospects to ask questions.

02

Talk to a Dealing Representative

A licensed Dealing Representative will work closely with you to understand your personal financial position to help you make an informed decision.

03

Invest and receive monthly dividends

Fund through cash, RRSP, or TFSA, then receive monthly dividends with the option to reinvest through the DRIP.

How investing works → Read the fund facts
Woodframe ground-oriented townhomes in Western Canada

Core Values

True Canadian values of transparency, accountability, and honesty.

CareVest believes in the potential of Western Canadian land and the bright entrepreneurs who build thriving communities. These values continue to drive our service and operations today.

01

Honest & Forthright

CareVest Core MIC successfully delivered monthly dividends to investors since its inception in 2021 that represent the actual return on investment (net fees and expenses).

02

Accountable & Compliant

We follow regulatory requirements, mortgage broker laws and licencing requirements, and maintain a compliance team, ensuring our investors best interests are protected.

03

Transparent & Timely

We post fund performance online monthly and electronic investor statements are available.

Representative Transactions

What the capital builds.

A selection of transactions facilitated across Western Canada. Scroll for more.

Please note that some of the photos displayed are stock images and may not accurately represent the actual end products.

Speaker Series

Join the next evening.

CareVest partners with leading professionals for evenings on the Western Canadian economy and the CareVest Core MIC. Seating is limited.

See upcoming events →

Our History

Three decades in Western Canada.

From 1994 to the CareVest Core MIC today: the story of the CareVest Group, its track record, and the discipline that guides it.

Read our history →

Get in Touch

Interested in placing an investment, or want to learn more?

CareVest has retained Belco Private Capital Ltd. ("Belco") as Exempt Market Dealer for investment into CareVest Core MIC. If you are interested in placing an investment or would like to learn more, please get in touch and we will connect you with a licensed Belco Dealing Representative.