SAVE THE DATE

SEPTEMBER 26, 2024 | PEARSON CONVENTION CENTER
#CanadianMortgageSummit

ABOUT


Explore the latest market trends, unpack the challenges facing mortgage leaders, discover exciting new mortgage tech solutions, and unearth new opportunities for growth at the Canadian Mortgage Summit. 

Featuring two streams of content, a bustling expo hall, a brand-new list of speakers, and our largest venue yet – this year’s event will provide mortgage professionals with the insight and connections they need to grow their business.

You’ll discover solutions to important questions like: 

  • How can you grow in difficult market conditions – and how should you prepare for a turnaround? 
  • What new opportunities are out there and is non-traditional lending the secret to success? 
  • How can you gain a competitive edge with the latest tech and marketing strategies? 

Don’t miss out on your chance to learn from the best – join us for the conversation. 

Why attend?

  • User Icon

    Explore the state of the market today – and what it might look like in 2024

  • Chat Icon

    Discover new insights in 9 unique summit sessions all designed to keep you educated and informed.

  • Idea Icon

    Network with the industry’s top mortgage leaders in our expo hall, which will feature 50+ exhibitors.

  • Bytesize Portfolio Icon

    Complimentary attendance for all mortgage professionals

2023 SPEAKERS


Chris Turcotte
Chris Turcotte

President
Centum Financial Group

Leanne Conroy
Leanne Conroy

Director of Sales & Business Development
MCAN

Andrew Schultz
Andrew Schultz

Vice President Sales
Axiom

Joe White
Joe White

Founder & President
REMIC

Grant Armstrong
Grant Armstrong

Director, Originations
Community Trust

Rejean Roberge
Rejean Roberge

Vice President
CWB Optimum

Natasha Alli
Natasha Alli

Regional Sales Manager, Excalibur
First National

Zeynep Babir
Zeynep Babir

Director of Business Development
8Twelve Mortgage

Elton Balcombe
Elton Balcombe

Broker Account Manager
Filogix

Alix Boyd
Alix Boyd

Regional Vice President, Eastern Canada
Radius Financial 

Dalia Barsoum
Dalia Barsoum

Founder & Mortgage Broker
Streetwise Mortgages

Brenna Charles
Brenna Charles

Director of Business Development
FCT

Nicholas Cutaia
Nicholas Cutaia

Lawyer & Attorney at Law
Pace Law Firm

Shubha Dasgupta
Shubha Dasgupta

Chief Executive Officer, Co-Founder & Director
Pineapple

Rakhee Dhingra
Rakhee Dhingra

Broker of Record
Mortgage Savvy

Michael Forshee
Michael Forshee

President
Glasslake Funding

James Grantis
James Grantis

Director of Investments
Hosper Mortgage

Tom Hall
Tom Hall

Co-Founder
BluMortgage

Frances Hinojosa
Frances Hinojosa

CEO, Co-Founder, Mortgage Broker
Tribe Financial Group

Brian Hutton
Brian Hutton

Vice President, Marketing
M3 Financial Group

Akiff	Kanji
Akiff Kanji

Assistant Vice President, Mortgage Originations
Haventree Bank

Damon Knights
Damon Knights

Vice President, Sales & Distribution
Equitable Bank

Nick Kyprianou 
Nick Kyprianou 

President/CEO, Director
 RiverRock MIC 

Steven Lang
Steven Lang

National Sales Manager
VWR Capital Corp

Dong Lee
Dong Lee

Chief Operating Officer & Mortgage Broker
DLC Group of Companies

Veronica Love
Veronica Love

Senior Vice President
The Mortgage Group

Fergal McAlinden
Fergal McAlinden

Canada Mortgage Editor
Key Media

Vrushank	Muzumdar
Vrushank Muzumdar

Business Development Manager
Lendfinity

Hali Noble
Hali Noble

Managing Director, Broker
Fisgard Asset Management Corporation

Rachel Oliver
Rachel Oliver

Managing Partner
Clover Properties

Rene Quercia
Rene Quercia

SVP Broker Channel
HomeEquity Bank

Kerri Reed
Kerri Reed

Executive Vice President
Premiere Mortgage Centre

Hugo Dos Reis
Hugo Dos Reis

Founding Partner & Mortgage Broker
Vine Group

Sushanta Sen
Sushanta Sen

Director, Sales
MCAP

Mike Spero
Mike Spero

Chief Operating & Financial Officer
Canadian Mortages Inc.

2023 Agenda


  • Registration & expo hall opens
  • Opening remarks from chairperson
    Frances Hinojosa
    Frances Hinojosa

    CEO, Co-Founder, Mortgage Broker
    Tribe Financial Group

  • Welcome address
    Joe White
    Joe White

    Founder & President
    REMIC

  • The state of the industry and what to expect in 2024

    Interest rate hikes over the past year have led to a sharp decline in purchase activity; housing and mortgage markets are holding firm, but for how long? This panel brings together top mortgage industry thought leaders to discuss the changing landscape and economics outlook from different perspectives, and what to expect in 2024.

    Moderator
    Brenna Charles
    Brenna Charles

    Director of Business Development
    FCT

    Panelists
    Nicholas Cutaia
    Nicholas Cutaia

    Lawyer & Attorney at Law
    Pace Law Firm

    Damon Knights
    Damon Knights

    Vice President, Sales & Distribution
    Equitable Bank

    Rene Quercia
    Rene Quercia

    SVP Broker Channel
    HomeEquity Bank

    Sushanta Sen
    Sushanta Sen

    Director, Sales
    MCAP

  • Networking break in expo hall
  • Build community, not customers

    Chris Turcotte shares 3 quick stories that illustrate why he believes that putting people and community first is the ONLY way to truly succeed in the mortgage industry and life in general.  This talk will be raw, real, and relatable to anyone looking to make an impact. 

    Chris Turcotte
    Chris Turcotte

    President
    Centum Financial Group

  • Networking break in expo hall
  • An update on the alternative lending market

    The alternative lending industry has experienced significant change over the past ten years, including compliance, regulation, and customer protection. This session will offer an review of recent trends in alternative lending, and discuss what changes we’d like to see.

    Moderator
    Veronica Love
    Veronica Love

    Senior Vice President
    The Mortgage Group

    Panelists
    Natasha Alli
    Natasha Alli

    Regional Sales Manager, Excalibur
    First National

    Grant Armstrong
    Grant Armstrong

    Director, Originations
    Community Trust

    Akiff	Kanji
    Akiff Kanji

    Assistant Vice President, Mortgage Originations
    Haventree Bank

    Rejean Roberge
    Rejean Roberge

    Vice President
    CWB Optimum

  • Networking break in expo hall
  • Agora and ChatGPT: Bridging AI Innovation and Industry Community

    Join our interactive session as we explore ChatGPT and Agora, two game-changing resources set to redefine your business approach. Beyond the buzzwords, we’ll help you grasp how these tools can supercharge your day-to-day tasks, from client prospecting to ensuring compliance. We’re making prompt engineering practical and accessible, with a focus on what you should – and shouldn’t – do. You’ll leave with strategies you can immediately put into action, leveraging these novel tools for your business’s benefit. Discover the power of combined AI and community! 

    Joe White
    Joe White

    Founder & President
    REMIC

  • New strategies for building your business during the downturn

    With purchase volume at a low point after the highs of recent years, brokers need to change their approach to the market to generate business while preparing for the market to turn around. This session will look at how top brokers are leveraging technology to improve lead generation, optimize processes and scale up their business. 

    Moderator
    Hugo Dos Reis
    Hugo Dos Reis

    Founding Partner & Mortgage Broker
    Vine Group

    Panelists
    Elton Balcombe
    Elton Balcombe

    Broker Account Manager
    Filogix

    Tom Hall
    Tom Hall

    Co-Founder
    BluMortgage

    Brian Hutton
    Brian Hutton

    Vice President, Marketing
    M3 Financial Group

  • Closing remarks from chairperson
    Frances Hinojosa
    Frances Hinojosa

    CEO, Co-Founder, Mortgage Broker
    Tribe Financial Group

  • Extended expo networking time
  • End of summit
  • Registration & expo hall opens
  • Opening remarks from chairperson
    Hali Noble
    Hali Noble

    Managing Director, Broker
    Fisgard Asset Management Corporation

  • Welcome Address
    Chris Turcotte
    Chris Turcotte

    President
    Centum Financial Group

  • Understanding the importance of broker-lender relationships

    Relationships between brokers and lenders are more important than ever due to increasingly complex borrower circumstances and a regulatory landscape in flux. Increased communication can help both parties make sure they stay on top of recent developments and trends. This session will include perspectives from both sides as they navigate a rapidly changing market.

    Moderator
    Dong Lee
    Dong Lee

    Chief Operating Officer & Mortgage Broker
    DLC Group of Companies

    Panelists
    Alix Boyd
    Alix Boyd

    Regional Vice President, Eastern Canada
    Radius Financial 

    Leanne Conroy
    Leanne Conroy

    Director of Sales & Business Development
    MCAN

    James Grantis
    James Grantis

    Director of Investments
    Hosper Mortgage

    Vrushank	Muzumdar
    Vrushank Muzumdar

    Business Development Manager
    Lendfinity

  • Networking break in expo hall
  • A deep dive into non-traditional and specialized lending

    Tighter qualification criteria have led many borrowers away from conventional options to more niche lenders. Private lending comes with its own set of challenges, including managing private investor expectations, knowing your client, and underwriting and presenting private loans to both lenders and consumers, all while watching out for hidden fees, unethical practices on renewals, and early payouts. This session will look at best practices for private lending to ensure agents and brokers can deliver a win-win for both lenders and clients. 

    Moderator
    Fergal McAlinden
    Fergal McAlinden

    Canada Mortgage Editor
    Key Media

    Panelists
    Michael Forshee
    Michael Forshee

    President
    Glasslake Funding

    Nick Kyprianou 
    Nick Kyprianou 

    President/CEO, Director
     RiverRock MIC 

    Steven Lang
    Steven Lang

    National Sales Manager
    VWR Capital Corp

    Mike Spero
    Mike Spero

    Chief Operating & Financial Officer
    Canadian Mortages Inc.

  • Networking break in expo hall
  • Technology & Marketing Showcase

    Technology and marketing are playing an increasingly important role in achieving growth no matter what the market conditions are. Come see live demonstrations of some of the latest developments in mortgage tech and marketing.

    5 ways to Scale your Business in 2024
    Whether you are a Broker/owner or agent, these recommendations will allow you to manage your current workflow more efficiently and/or manage a greater deal flow, without sacrificing your quality of service.

    Even if you are busy, you need to take the time to input these recommendations.

    Andrew Schultz
    Andrew Schultz

    Vice President Sales
    Axiom

  • From Client today to Client for Life

    Learn why customer retention is the cornerstone of sustained business success and discover effective strategies to cultivate lasting customer relationships in our presentation.

    Shubha Dasgupta
    Shubha Dasgupta

    Chief Executive Officer, Co-Founder & Director
    Pineapple

  • Networking break in expo hall
  • Learn from the best of the best brokers

    With conditions more challenging than ever, brokers need to go a step further to grow their business in this changing market. This session will feature Canadian Mortgage Award-winning brokers sharing the insights and strategies that put them at the head of the pack. 

    Moderator
    Rachel Oliver
    Rachel Oliver

    Managing Partner
    Clover Properties

    Panelists
    Zeynep Babir
    Zeynep Babir

    Director of Business Development
    8Twelve Mortgage

    Dalia Barsoum
    Dalia Barsoum

    Founder & Mortgage Broker
    Streetwise Mortgages

    Rakhee Dhingra
    Rakhee Dhingra

    Broker of Record
    Mortgage Savvy

    Kerri Reed
    Kerri Reed

    Executive Vice President
    Premiere Mortgage Centre

  • Closing remarks from chairperson
    Hali Noble
    Hali Noble

    Managing Director, Broker
    Fisgard Asset Management Corporation

  • Extended expo networking time
  • End of summit

2024 SPONSORS


platinum Sponsor

  • HomeEquity Bank
  • REMIC

gold Sponsors

  • Haventree Bank
  • Community Trust
  • CWB Optimum Mortgage
  • Tribecca

SILVER Sponsors

  • Alta West Capital
  • Blu Mortgage
  • Canadian Mortgages Inc.
  • Equitable Bank
  • First National Financial LP
  • Fisgard
  • Glasslake Funding
  • Hosper Mortgage
  • MCAN Mortgage
  • Neighbourhood Holdings
  • Real Estate Lawyers
  • VWR Capital

EXHIBITORS

  • Axess Law
  • Bloom
  • First Source
  • Ginkgo Mortgage Investment Corporation
  • Hillmount Capital
  • Home Trust
  • Mayfair Law group
  • Mercury
  • Mortgage Automator
  • New Haven Mortgage
  • PHL Canada
  • RiverRock Mortgage Investment Company
  • Royal Canadian Mortgage Investment Corporation
  • Sequence
  • Tembo

2023 VENUE


PEARSON CONVENTION CENTER

FLOORPLAN

Floorplan

TRAVEL PLANS

Preferred Accommodation

Hotel room rates are subject to all applicable taxes and fees. Rooms are subject to availability in each hotel from September 12/13 – September 15. We recommend that you book as soon as possible.

Hilton Garden In Toronto/Brampton

2648 Steeles Ave E, Brampton, ON L6S 6J9

Book your group rate via the reservation link to secure the discounted rate until August 11, 2023.

Room rate: $189 CAD per standard room/night

Cut-off date: August 31, 2023

Check in: 3pm Check out: 12pm

Book your group rate for Canadian Mortgage Summit Canada.

Hilton Garden In Toronto/Brampton

HOLIDAY INN TORONTO AIRPORT EAST

600 Dixon Road, Toronto ON, M9W 1J1

Book your group rate via the reservation link or email [email protected]/[email protected]. Use the group name Canadian Mortgage Summit to secure the discounted rate until August 11, 2023.


Room rate: $199 CAD per standard room/night

Cut-off date: August 11, 2023

Check in: 3pm Check out: 12pm

Book your group rate for Canadian Mortgage Summit Canada.

Hotel Parking: Discounted $10.00+13% HST (regular price is $20.00+13% HST), first come first serve.

HOLIDAY INN TORONTO AIRPORT EAST

FOUR POINTS BY SHERATON TORONTO AIRPORT

6257 Airport Road, Mississauga, Ontario L4V 1E4

Book your group rate by calling 1-800-368-7764 or 905-678-1400. Use the group name Canadian Mortgage Summit to secure the discounted rate until August 11, 2023.

 

Room rate: $195 per standard room/night

Cut-off date: August 11, 2023

Check in: 3pm Check out: 12pm

Hotel Parking: $28 per day

FOUR POINTS BY SHERATON TORONTO AIRPORT

THANKS FOR TAKING PART IN the Canadian Mortgage Summit 2023

Missed the 2023 event? Register your interest to participate in Canadian Mortgage Summit 2024

CONTACT US


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