How our funds operate.
CCH Real Estate Mutual Fund Trust is managed by an independent Board of Trustees with an average of 21 years of experience 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.
Trustee Members
Carolina Oxtoby
Independent Trustee
Since 1982, Ms Oxtoby 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.
Ms Oxtoby has served on many boards and committees. From 2005 until 2013, Ms Oxtoby 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, Ms Oxtoby 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, Ms Oxtoby has served on Executive Board for CHBA National from 2011- 2018 and as Treasurer for the CHBA National Board from 2013-2014.
In 2015, Ms Oxtoby 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.
Justin Bobier
Trustee
David G.L. McKenzie
Trustee
David practices in several business law areas. He advises small and mid-sized enterprises in the areas of public and private corporate finance, business and asset acquisitions and dispositions, commercial transactions, contracts and commercial obligations, exempt market securities offerings, bank financings, secured lending and foreclosure on secured debt. David advises a number of large clients in the areas of commercial leasing, land development, real property and construction law.
David has business experience in the exempt securities market, including having acted as a co-founder and the Chief Compliance Officer for an Exempt Market Dealer, and was a co-founder of a currently operating mortgage investment corporation. In addition, David is a Director and Officer of a number or private corporations in the areas of the oil & gas industry services, residential health care provision, real estate development and real property management.
David articled with a major national law firm and initially practised in commercial litigation. After 3 years of practice. he joined the Department of Foreign Affairs and International Trade as a Foreign Service Officer, practising law in the Trade Law Division in Ottawa and acting as a Commercial Secretary in the Canadian Embassy in Venezuela, focusing on the petroleum sector. David returned to private legal practice in Calgary in 2000 and has practised with 3 firms prior to joining Wilson Laycraft.