First National
Stefan Steele, MBA, CAIA has a diverse work experience in various roles and companies. Stefan is currently working as the Director - Commercial Credit at First National Financial LP since July 2022. Prior to that, they served as the Director - Equity Investments at Institutional Mortgage Capital from September 2021 to June 2022. Stefan also has experience as a Senior Credit Adjudicator at First National Financial LP from July 2017 to August 2021. Stefan has also worked as an Acquisition Consultant at Trolleybus Urban Development from January 2017 to July 2017. Before that, Stefan held the position of Investment Manager at Trolleybus Urban Development in partnership with Freed Developments, where they were responsible for pro-formas, financial models, and acquisitions of residential and mixed-use developments. Stefan was also a Financial Analyst at Empire Communities from January 2013 to September 2014.
Stefan Steele holds a Masters of Business Administration degree with a focus on Real Estate and Infrastructure from the Schulich School of Business at York University, which they obtained from 2011 to 2012. Prior to that, they completed their Bachelor of Commerce degree in Finance at Dalhousie University from 2004 to 2008. In addition to their formal education, Stefan has also acquired several additional certifications, including the Chartered Alternative Investment Analyst (CAIA) designation from the CAIA Association and the Mortgage Agent License from the Financial Services Commission of Ontario (FSCO). Stefan also holds the WSET Level 2 in Wines and Spirits from the Wine & Spirit Education Trust. The dates of obtaining the additional certifications are not provided.
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First National
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First National Financial LP is one of Canada's largest non-bank lenders, originating and servicing both residential and commercial mortgages. As the leading lender of CMHC and conventional mortgages, First National currently has more than $130 billion in mortgages under administration. We apply ingenuity when developing financing solutions with clients and brokers, relying on our broad product lineup, expertise, network and spirit to take smart risks. We execute quickly and competitively, but we go beyond that traditional approach to service to provide value beyond rate, market education, business development opportunities and true enabling technology. First National Financial LP FSRA License Nos. 10514 & 11252 _______________________________________________________________ Financière First National S.E.C., le plus important prêteur non bancaire au Canada, est un initiateur et un fournisseur de services de prêts hypothécaires résidentiels et commerciaux. En tant que plus important prêteur proposant des prêts hypothécaires assurés par la SCHL et des prêts hypothécaires standard, First National gère actuellement plus 103 milliards de dollars en prêts hypothécaires. En collaboration avec nos clients et nos courtiers, nous élaborons des solutions de financement ingénieuses grâce à notre large éventail de produits, à notre savoir-faire et à notre solide réseau, tout en sachant prendre des risques calculés. Notre exécution est toujours rapide et concurrentielle, mais nous allons au-delà de cette approche conventionnelle afin d’offrir une proposition de valeur dépassant les taux ainsi que de l’information sur les marchés, des occasions de prospection de clientèle et une véritable technologie habilitante. Financière First National S.E.C. Permis nos 10514 et 11252 de la ARSF