How our funds operate.
CCH Real Estate Mutual Fund Trust is managed by an independent Board of Trustees with decades of experience in in the residential real estate markets managing investment risk and developing residential real estate construction projects.
Investment decisions are reviewed and approved by an Investment Committee comprised of the Board of Trustees to ensure the investment aligns with the funds objective to maximize returns to Unitholders over a medium to long term time horizon. The graph below outlines how investments are reviewed and approved by the Investment Committee.
Industry Experts. Professionals. Investors.
CCH Real Estate Mutual Fund relies on the expertise of highly qualified experts highly qualified experts with extensive experience in the residential real estate market who have managed similar mutual fund trusts previously and have operated public companies listed on the TSX.
Leadership Team & Trustee Members
Justin Bobier founded Crystal Creek Homes Inc. in 2004. Since then, the company has sold over $1 billion in homes across Calgary and Edmonton, ranging from duplexes to estate properties. He currently serves as a Trustee of the CCH Real Estate Mutual Fund and as Director and President of the CCH RE General Partner. A member of TEC Calgary, Justin brings entrepreneurial vision and industry expertise to his leadership. Before launching Crystal Creek Homes, he began his career as a kitchen cabinet installer for Classic Kitchens in Calgary, gaining hands-on experience that continues to shape his approach today.
Chantel Peron, CPA, CA, is the Chief Financial Officer of the Fund and Crystal Creek Homes. With over a decade of experience in public and private enterprises, she brings expertise in financial reporting, investor relations, budgeting, and strategic planning. Since joining the Fund, she has helped drive financial performance and operational efficiency while providing strategic guidance for growth. Known for her data-driven approach and leadership, she has a proven ability to lead high-performing teams. Prior to this role, she held a leadership position at a publicly traded company. Chantel is also a member of MacKay CEO Forums and the BILD Financial Professional Committee.
Dan Horner is a partner and managing partner at Scott Venturo Rudakoff LLP and has served as legal counsel to CCH since 2005. He will act as primary legal counsel to CCHRE LP and the SPLPs. Practicing law in Alberta since 1993, Dan focuses on corporate and commercial law, with significant experience in real estate and development matters. He also serves as external general counsel to numerous clients, offering strategic legal guidance across a range of business issues. His long-standing relationship with CCH reflects his deep understanding of the legal needs within the real estate and development sectors.
Since 1982, Carolina has served as President and Director of Upper Lakes Group Inc. and President & CEO of Heritage Pointe Properties.
In 1989, she helped to amass 1,000 acres of contiguous agricultural land in the County of Foothills. From 1990 to present, under her leadership, Heritage Pointe Properties developed the master planned community of Heritage Pointe comprising 970 homes and a 27 hole world class golf facility. The residential development and golf course have received local, provincial and national awards recognizing customer service and excellence in development.
Carolina has served on many boards and committees. From 2005 until 2013, she served on the Board of Directors for BILD Calgary (formerly CHBA Calgary Region), serving as the President of BILD from 2011-2012 and as co-chair for the BILD Economic Committee in 2016-2017. In 2009 she was the co-chair for BILD Calgary Awards of Excellence.
From 2014 to 2016, Carolina also served on the Board of Directors for UDI Calgary. During 2015 – 2016, she co-chaired a committee that amalgamated CHBA Calgary and UDI Calgary.
On a national level, she has served on Executive Board for CHBA National from 2011- 2018 and as Treasurer for the CHBA National Board from 2013-2014.
In 2015, Carolina was a Nominee for 100 Top Women in Canada. In 2018, she was listed as one of the Top 20 Business Leaders in Calgary and was honored with the CHBA National Member Award for volunteer time at the National level.
Industry Partners
Marsh
Insurance
Insurance Provider
Marsh Insurance supplies coverage for the CCH Real Estate Mutual Fund Trust, safeguarding its Trustees, Executives, and Officers. The policy also extends to subsidiaries CCH RE Limited Partnership and CCH RE GP Ltd., protecting all entities and individuals against risks.
Visit Marsh’s website here.
SGGG Fund Services Inc.
Fund valuation & investor Services
SGGG Funds Services is a leading provider of fund administration to hedge funds, mutual funds, and private debt/equity firms. With headquarters in Toronto and affiliate offices in the US, Cayman, and India, the organization believes it succeeds only when its clients do.
Visit SGGG FSI’s website here.
Olympia
Trust Company
Custodial & Investor services
Olympia Trust Company, licensed across nine provinces, began operations in 1996 after receiving letters patent in 1995. It provides trustee services, including self-administered registered plans and foreign currency exchange, under the Loan and Trust Corporations Act (Alberta).
Visit Olympia’s website here.