Morrison Laurier Mortgage Corporation was formed 5 years ago to allow accredited investors the opportunity to invest in the mortgage portfolio of Morrison Financial Mortgage Corporation. Morrison Financial specializes in the financing of mid-size construction projects based on verified pre sales. In its 28 years of originating and managing mortgages, Morrison Financial has had no investor losses and an uninterrupted distribution stream.
Corporate Governance and Investment Management
Adam Rose, President and Managing Director
Mr. Rose studied history and economics at York University and has over 20 years of professional experience as an investment industry executive. He has founded two successful investment firms; most recently as a Founding Partner and Chief Executive Officer of Laurier Capital Holdings Inc., the sole shareholder of Portfolio Strategies Securities Inc. (“PSSI”). PSSI is a member firm of the Investment Industry Regulatory Association of Canada (“IIROC”), the application for membership for which was successfully co-led by Mr. Rose. Prior to founding the two IIROC firms, he was an Investment Advisor with Midland Walwyn/Merrill Lynch and Nesbitt Burns Inc. At Nesbitt Burns, he also was involved in training new investment advisors. In 1989, Mr. Rose founded Daveque Capital Inc., a registered investment firm, where he structured and syndicated over $200 million in real estate investments, before selling the firm. Prior to 1989, Mr. Rose was with Metro Financial Group Inc. and was active in the structuring and syndication of over $3 billion of investment properties. Mr. Rose has been a director of a Canadian public company as well as managing director of a family holding company with extensive real estate assets. Mr. Rose is currently the sole director, officer and shareholder of the Corporate Manager.
Henry Martinez, Director
Mr. Martinez is a graduate of Saint Petersburg State University in Russia in International Economic Relations and of The Indian Institute of Foreign Trade in India. His initial career was in the Foreign Trade industry. In 1994, he founded Lemargo Inc., an international wholesaler of biomedical products managing over 1000 suppliers from North America, Europe and Asia and Duales Inc., a wholly owned subsidiary in the P2P and B2B payment processing and remittance industry with a highly visible online presence. He also oversees a private paid up portfolio of residential properties in Canada and the USA. Mr. Martinez is fluent in Russian, Spanish and English. In 2009, he enrolled in the Owner/President Management Program of the Harvard Business School which was completed in 2011.
Sloan Levett, Director
Mr. Levett is a partner in the Advisory practice at Fuller Landau LLP and President of Fuller Landau Family Office Services. In this role, he leads the firm’s family office initiatives, including independent and objective investment portfolio advisory, insurance advisory, will and estate planning, and related tax strategies which ensure total alignment with the clients’ best interests. Mr. Levett also has extensive experience designing and implementing wealth management and tax strategies, which includes asset allocation and tax deferral/minimization to high net worth individuals. Mr. Levett is widely recognized for his expertise and knowledge of Family Office Services and is regularly quoted in the national media.
Alan Farber, Director
Alan Farber is the Founder and Joint Managing Partner of Farber Financial Group. Since 1979, he has been a driving force in transforming the firm into one of the leading independent providers of financial advisory services in Canada, with over 120 staff members in offices across the country. Mr. Farber’s practice focuses on corporate insolvency, restructuring and distressed financial advisory services. His commitment to responsive, practical results helps corporations, lenders, executives and their advisors resolve their issues. Over the years, Mr. Farber has earned a tremendous reputation for his creativity, energy and adherence to the highest professional standards. He has applied his considerable expertise to numerous insolvency and restructuring engagements in virtually every sector of the economy. Mr. Farber is also passionate about his personal commitment to a peaceful, vibrant and substantial society. He has been a generous supporter and active volunteer for many causes, including the North York General Hospital, the United Jewish Appeal, the Canadian Friends of Simon Wiesenthal Centre and the Koby Mandell Foundation.
Mortgage Origination and Administration
David Morrison, President Morrison Financial Mortgage Corporation
David Morrison founded Morrison Financial in 1987. A lawyer with a background in corporate and commercial transactions, he regularly saw a need for small to medium-sized companies (SMCs) to have easier and faster access to financing. SMCs in situations of rapid growth or distress often found that their trade accounts receivables were generally considered illiquid by conventional banks and available funding was often inadequate for these companies to quickly and efficiently capitalize on opportunities. David saw the need to help SMCs access alternative ways to manage their working capital and this in turn led to the development of Morrison Financial. David’s founding of Morrison Financial Mortgage Corporation was to provide construction financing, commercial, industrial, and residential mortgage-based financing for non-conventional projects. David believes that we must know our borrowers, set loan limits prudently based on a careful assessment of the property value, perform rigorous underwriting, and continuously monitor the borrower and property.
Preferred Shares are available to qualified investors on a private placement basis only via Offering Memorandum dated January 1, 2017 (the “Offering Memorandum”). The statements contained herein are qualified in their entirety by the Offering Memorandum. The foregoing does not constitute an offer to sell or a solicitation of interest to purchase any securities in any jurisdiction in which such offer or solicitation is not authorized.