CMBA-BC Board of Directors

Rebecca Casey, President

Custom Coast Mortgages
South Surrey, BC

With a deep-rooted passion for helping individuals and families achieve their homeownership dreams, Rebecca Casey has spent nearly a decade as a dedicated mortgage broker. Her commitment to providing personalized, attentive service has earned her a reputation for excellence and trustworthiness in the industry. With a strong background in legal services and real estate, Rebecca offers tailored mortgage solutions to meet the specific needs of clients, whether they are first-time homebuyers, seasoned investors, or individuals looking to refinance.

Outside of work, Rebecca cherishes time spent with her family. She is a proud parent to two wonderful daughters and has a husband who is also involved in the mortgage industry. Together, they enjoy outdoor activities such as camping, which allows them to unwind and create lasting memories. Rebecca is committed to ongoing education and training to stay informed about the latest market trends and regulatory changes, ensuring that she can provide clients with informed advice and strategic mortgage solutions. Rebecca is excited to continue serving clients and contributing to the growth and development of the mortgage industry, all while enjoying precious moments with her family.

Kyle Williams, Vice President

First Circle Financial Services
North Vancouver, BC

With more than a decade of experience in the mortgage industry, Kyle Williams has built a career rooted in leadership, integrity, and a genuine commitment to supporting mortgage professionals across British Columbia. Since beginning his journey in the financial sector in 2012, he has developed a deep understanding of mortgage lending, earning the respect of colleagues and partners alike. As a registered sub‑mortgage broker and the Director of Mortgage Sales at First Circle Financial, Kyle is dedicated to providing thoughtful guidance and fostering strong relationships within the broker community.

Outside of his professional responsibilities, Kyle values time spent with family and enjoys staying connected to his community. He is dedicated to continuous learning and remains engaged with emerging trends and regulatory changes to ensure he can offer informed, strategic support to brokers throughout the province.

Tricia McIntosh, Treasurer

McIntosh Mortgage Group
Langford, BC

Tricia McIntosh is a seasoned mortgage broker with a passion for delivering exceptional client care. Licensed since 2010, she began mentoring a team of brokers in 2020, and, in April 2025, partnered with two fellow brokers to co-found The Mortgage House, a new independent brokerage built on transparency, collaboration, and shared values. McIntosh Mortgage Group proudly operates under this platform, alongside other like-minded teams across the country.

Before entering the mortgage world, Tricia spent a decade as a police dispatcher and 911 operator, proudly supporting the RCMP family. Her deep understanding of federal relocation policies allows her to help RCMP members and other First Responders maximize their benefits and allowances.

Tricia serves clients across Canada and is licensed in most Canadian provinces. She lives in Victoria, BC, with her husband and their two children.

Jeff Puhl, Secretary

MERIX Financial
Maple Ridge, BC

Jeff Puhl is a seasoned professional in the Canadian mortgage industry, currently serving as the Business Development Manager at MERIX Financial for British Columbia. With extensive experience in fostering broker relationships and driving business growth, he plays a vital role in providing tailored mortgage solutions.

Jeff has held multiple leadership roles at key industry organizations. He was a Director, Vice President, and President of the Mortgage Investment Association of British Columbia (MIABC) and previously served as a non-voting Director at CMBA-BC.

At MERIX Financial, Jeff is part of an award-winning team dedicated to long-term partnerships with mortgage brokers. His role involves helping brokers expand their businesses by providing valuable resources and expert insights tailored to the diverse British Columbia market.

Jeff has four children and is an avid mountain bike, Peloton-enthusiast, and nature lover. Kayaking at local lakes and exploring the wilderness is his happy place.