our-focus

Investors

UMC Financial Management Inc. (“UMC”) specializes in mortgage and real estate investments, offering our clients an alternative to conventional fixed income investments, such as bonds and GICs, with the potential for superior returns.

UMC Mutual Fund Trust

UMC mortgage investments are first mortgage loans made to commercial borrowers to finance the purchase, renovation or construction of commercial properties.  Some examples of projects financed include:

  • Condominiums
  • Apartment buildings
  • Office buildings
  • Strip malls
  • Hotels
  • Service stations
  • Restaurants
  • Raw land
  • Warehouses

Kindersley-Hotel

These projects are typically located within Alberta, British Columbia, Saskatchewan, Northwest Territories and Nunavut.

Borrowers choose UMC over banks, credit unions and other private lenders due to the high level of service, faster approval process and reasonable interest rates.

Beaumont Apartments - mid Construction

Most of UMC’s investors are part of the UMC Mutual Fund Trust, a pooled fund of over 64 unique mortgage investments, with over $240,000.00 in assets and 300 participants.  Investors in the Trust enjoy holding a diversified mortgage portfolio that has funded many different projects with a variety of borrowers in diverse of locations.

Larger UMC investors also have the option of holding an individual, segregated portfolio of UMC mortgage investments.

UMC Real Estate Fund

In addition to mortgage investments, UMC has offered investors opportunities to purchase real estate investments.  UMC real estate investments are commercial or residential properties that are purchased and leased to quality, long-term tenants and are managed by Tara Vista Holdings Ltd. (a division of UMC Financial Management Inc.).

Swan Lake Hotel

On January 1, 2021, the UMC Real Estate Fund was created pooling together 15 unique real estate investments, with over $40,000,000.00 in assets. Investors in the fund enjoy holding a diversified real estate portfolio that earns an income return along with a yearly capital gains return.

Examples of real estate investments held by UMC clients include:

  • Office buildings
  • Apartment buildings
  • Townhouses
  • Retail outlets
  • Industrial buildings
  • Multi-tenant commercial buildings
  • Restaurants
  • Hotels

Grande Prairie Commercial

The Real Estate Investments are located in different parts of Canada including British Columbia, Alberta, Manitoba, and Northwest Territories.

We continue to look for high quality real estate purchase opportunities to fit our clients’ needs.

Grande Cache Condos

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