Steven Joseph, CPA
President, Director, Ultimate Designated Person
Steven currently serves as the President of the group's Investment Fund Manager, CareVest Management Corp., and brings two decades of real estate finance and management experience to his role at CareVest. Prior to joining CareVest in 2021, Steven served as CFO for over 15 years with a leading Calgary home builder and land development firm. Steven started his career in public accounting at Deloitte. At CareVest, Steven is responsible for overseeing and directing the financial reporting, budgets, cash flows, compliance and risk management for the group. In addition to holding the CPA, CA designation, Steven earned a business degree from the Gustavson School of Business at the University of Victoria, and has completed the Canadian Securities Course and Partners, Directors and Senior Officers Examination through the Canadian Securities Institute.
J. Mike Helfer
Vice President, Director, Advising Representative
Mr. Helfer is currently a Director, Vice President and an Advising Representative of the CareVest® Management Corp. Mr. Helfer has been active in real estate lending, particularly commercial mortgages since 1997, in a variety of roles including Broker, Lender, and member of the CareVest’s credit committee. Between May 1, 2007 and April 1, 2016 he held various positions with CareVest Capital Inc., finally in the role of Vice President and Broker. From November 6, 2012 to May 1, 2015, Mr. Helfer was President of CareVest® Management Corp. Prior to joining CareVest Capital Inc. in 2007, Mr. Helfer held several positions in real estate finance, including, Business Development Manager, Commercial Mortgage Division for a major Canadian chartered bank and Associate Manager, Alberta Mortgage investments for a large life insurance company. Mr. Helfer holds a Bachelor of Commerce degree with a concentration in Finance and was licensed in Alberta as a mortgage associate from February 2008 to August 2016.
Roy Goddard
Advising Representative, Strategic Advisor
Roy has been active in the real estate lending, development and mortgage services industry since 1998 and has served in a variety of senior roles at CareVest, including President, Chief Financial Officer, Chief Compliance Officer and a member of the credit committee. Roy is currently an Advising Representative and Strategic Advisor to CareVest. In addition to his extensive experience in real estate finance, and the mortgage industry, Roy has been a designated professional accountant since 1993, holds a degree in accounting from the University of Alberta and has completed the Canadian Securities Course and Partners, Directors and Senior Officers Examination from the Canadian Securities Institute.
