Ultimate Designated Person
Mr. Purewall established the Firm in 2018. As the UDP, Mr. Purewall is responsible for overseeing the effectiveness and resourcing of the Firm’s compliance systems. He is also a Co-Founder and Director of MLC and PHL. He is on the Credit Committee for MLC and has worked in real estate development and financing for over 20 years. Mr. Purewall holds a Bachelor of Business Administration degree from Simon Fraser University with a focus on Finance and Marketing. He holds the Chartered Financial Analyst (CFA) designation.
Mr. Ponte established the Firm in 2018. He is registered as a dealing representative of the Firm and offer clients of PFG an opportunity to invest in MLC where it is suitable for them to make the investment. Mr. Ponte is the current President of the BC MIC Managers Association (BCMMA), whose membership includes some of British Columbia’s largest and most reputable Mortgage Investment Corporations. He is also a Co-Founder and Director of MLC and PHL. He is on the Credit Committee for MLC with over 15 years of combined financing, construction and development experience. Mr. Ponte holds a Bachelor of Business Administration degree from Simon Fraser University with a focus on Finance and Marketing.
Dealing Representative, VP of Investments
Mr. Munday is registered as a dealing representative of the Firm and offer clients of PFG an opportunity to invest in MLC where it is suitable for them to make the investment. Mr. Munday has served as the Manager of Investments with PHL since August 2015. He oversees and manages the quarterly share offerings and reports filed in accordance with the British Columbia Securities Commission, communicating with investors with any questions regarding their investment in PFG, and preparing portfolio reporting provided directly to the executive team. He has over 10 years of real estate experience in commercial financing, development and construction. Mr. Munday holds a Bachelor of Commerce degree from the University of Northern British Columbia with a double-major in Finance and Business Administration.
Dealing Representative, Executive Assistant
Ms. Hasel is registered as a Dealing Representative in British Columbia. She offers clients of PFG the opportunity to invest in MLC where it is suitable for them to make the investment and ensures everything required is in order. Ms. Hasel is also Executive Assistant to Steve Ponte and has in-depth knowledge of the mortgage side of the business as she previously managed the mortgage renewal process. She brings extensive experience in event coordination to the company, using her attention to detail and planning skills to put on various events for PHL. Ms. Hasel is currently the chair of The Lending A Hand Society charitable fund committee and thinks it is very important to give back to the community. She also volunteers as a Big Sister for the Big Sisters of BC Lower Mainland.
Ms. Khattra is responsible for the establishment, monitoring and oversight of the Firm’s compliance system, including the creation and maintenance of the Firm’s PPM and training program on an interim basis. She has completed both the Chief Compliance Officer and Dealing Representative courses. Ms. Khattra is currently the Accountant at PHL Capital Corp., assisting in all accounting and financial reporting. Ms. Khattra is a CPA candidate in the process of completing her designation. She holds a Bachelor of Science degree majoring in Mathematics from Simon Fraser University and a post-baccalaureate diploma in Accounting from the University of British Columbia.
Chief Compliance Officer
Sanj Westin, CPA
Ms. Westin is responsible for the monitoring and oversight of the Firm’s compliance system, including the creation and maintenance of the Firm’s PPM and training program. She is responsible for maintaining internal controls that ensure the Firm’s assets are safeguarded and that financial statements are prepared in accordance with acceptable accounting principles and standards. She is also responsible for communicating any instances of non-compliance to the UDP and Board of Directors if deemed appropriate. She obtained a double-major Bachelor of Business Administration degree in Accounting and Entrepreneurship & Innovation from Simon Fraser University and holds the Chartered Professional Accountant (CPA) designation. Ms. Westin has been the Controller of PHL since March 2017. She manages all of PHL’s accounting, financial reporting, and IT infrastructure to ensure PHL operates at industry best practices.