Office address: 1010, 10303 Jasper Avenue, Edmonton, Alberta T5J 3X6, Canada
Website: www.optimummortgage.ca
Year established: 2004
Company type: Financial services
Employees: 100+
Expertise: Residential and commercial mortgages, alternative mortgage solutions
Parent company: CWB Financial Group
CEO and key people: Rejean Roberge, vice-president
Financing status: -
CWB Optimum Mortgage is a full-service lender offering a comprehensive range of mortgage solutions tailored to meet varying financial needs. The company has established itself as a reliable and innovative provider in the mortgage sector, catering to a diverse B2B audience. Optimum Mortgage is a unit of the Canadian Western Trust Company, a CWB Financial Group subsidiary.
CWB Optimum Mortgage was founded in 2004 as a nationwide lender catering to both traditional and alternative borrowers. It has experienced significant growth over the years, achieving a $1 billion loan portfolio in 2011. In 2015, the company reached another milestone by hitting $2 billion in mortgages, establishing itself as among the industry’s market leaders.
CWB Optimum Mortgage offers a range of business and personal mortgage solutions that meet varying client needs. The company’s products come with several features to help borrowers pay down their mortgage faster, including:
Accelerated payment frequencies
Blend and extend options
Prepayment privileges
Portability options
Optimum Mortgage’s portfolio also includes flexible alternative mortgage solutions. These are products and services designed for clients who may not fit within traditional guidelines such as those who are self-employed, commissioned and with bruised credit.
CWB Optimum Mortgage emphasizes a people-first approach, fostering a culture of inclusivity and togetherness. This is pivotal in driving innovation and helping the company maintain high standards of service. Optimum Mortgage is recognized as one of Canada's Top 50 Best Workplaces and a top alternative lender.
Rejean Roberge was appointed as vice-president of CWB Optimum Mortgage in November 2017. She has been pivotal in shaping the company’s strategic direction. Roberge joined the firm in 2011 as senior marketing manager. She rose to the ranks serving as national marketing and sales director before taking on her current role. Roberge earned a Bachelor of Commerce degree in Marketing from the University of Alberta.
CWB Optimum Mortgage is poised to continue its trajectory of growth and innovation. With a focus on adapting to market changes and technological advancements, the company is well positioned to meet the evolving needs of its clients and stakeholders.
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