Chris Turcotte

President
Centum Financial Group

Chris Turcotte, President of Centum Financial Group, spent four years as a mortgage broker with the network before becoming its president in December 2016. As president, Chris oversees network-wide strategic planning, growth and development, lender relationships and company culture. He has overseen the network’s 7x growth as it has become one of Canada’s largest national mortgage broker brands. Lover of Apple, Hawkins Cheezies, video games and spreading positivity and motivation on social media. He has a wife and 2 beautiful children named Piper and Beau.  His mantra is simple:  Touch the heart, that’s how you win.

Leanne Conroy

Director of Sales & Business Development
MCAN

Leanne Conroy is a celebrated leader and expert in the alternative lending sector, having garnered numerous awards for her work. She has dedicated 14 years to the mortgage industry, with eight of those years focused on alternative lending. Leanne is a sought-after source for market trend analysis, training, and education within the industry. 

Leanne is an ardent advocate for women in the mortgage industry, actively working to promote gender diversity and empowerment. Her efforts to create an inclusive environment extend to her personal life, where she champions a balanced approach to work, life, and well-being. As a yoga instructor, Leanne offered free online classes during the pandemic and remains committed to her community by volunteering with organizations like the YMCA. She also serves as a co-leader of the Northern Ontario Lenders Association, cultivating collaboration and growth within the mortgage sector. 

Joe White

Founder & President
REMIC

Joseph J. White is the founder and President of the Real Estate and Mortgage Institute of Canada (REMIC) he Association of Mortgage Investment Professionals (AMIPROS), and the Fraud Prevention Centre of Canada (FPCC), a national charity dedicated to the prevention of fraud.  Mr. White has been a staunch supporter of the mortgage industry since 1988, when he began his career as a mortgage agent, and in the mortgage lending sector of the industry he has held positions as National Sales Manager and VP of Sales with two national mortgage lenders. 
  
In the industry’s mortgage brokering sector he is a licensed mortgage broker and has been a partner at a successful mortgage brokerage, manager at two national brokerages, principal broker at a commercial brokerage, founder of a mortgage investment corporation, and is owner and principal broker of his own boutique brokerage.  As an educator, Mr. White has personally instructed over twenty thousand students since 1996, many of whom are now leaders in the industry.  During his years at Seneca College he was a professor, program coordinator, subject matter expert and winner of the Excellence Award for exceptional leadership.  In addition to having developed several courses for Seneca College, including the first mortgage broker education program in Ontario’s history, he designed the mortgage agent course currently used by REMIC and Ontario’s colleges.  Mr. White has written two textbooks used in the mortgage industry and by over 20 Ontario colleges, with over fifty thousand copies in print, as well as several business focused books and e-books. 
  
Mr. White has made significant contributions to the growth of the mortgage industry.  When he began his career in teaching, 120 students per year were taking the mortgage agent course.  Because of his passion and dedication to helping those who want to make mortgage brokering their career, REMIC has become the largest mortgage educator in Canada, teaching over 10,000 students per year.  
  
Mr. White was inducted into the CMP Mortgage Hall of Fame in 2019.  
  
Mr. White can be contacted at [ [email protected] ]( mailto:[email protected] ) 

Grant Armstrong

Director, Originations
Community Trust

Grant Armstrong has been working in the mortgage industry for over 20 years, driven by a passion for delivering excellence to both clients and partners. While at RBC, he specialized in finding solutions for non-traditional lending clients, partnering with some of Canada’s top alternative lenders. Grant then moved to CIBC and led the mortgage options group to record-setting sales results by focusing on training and development. In 2020, Grant joined Community Trust to lead the national sales and lending team and its expansion across Canada, supporting brokers in the alternative lending space with a focus on technology, innovation, and organizational development. 

Rejean Roberge

Vice President
CWB Optimum

As the driving force behind CWB Optimum Mortgage’s success and growth, Vice President Rejean Roberge has solidified her position as a prominent leader in the mortgage industry. In her tenure of more than 12 years with Optimum, she has demonstrated her strategic vision and exceptional execution, resulting in record-breaking year-over-year new mortgage originations. 

Under Rejean’s astute leadership, CWB Optimum Mortgage has flourished, proudly earning its place among Canada’s Top 50 Best Workplaces. She supports her team of 120 professionals by creating a positive workplace environment that is inclusive, empowering, and self-care oriented. 

By equipping her team with the essential tools for success, they can deliver unparalleled service to both customers and brokers. Recognizing the distinctive needs and priorities of each customer, CWB Optimum Mortgage operates on a solid foundation built upon providing personalized solutions that consistently surpass expectations. 

The ethos instilled by Rejean has propelled the company to remarkable heights, setting the standard for excellence within the mortgage industry. 

Natasha Alli

Regional Sales Manager, Excalibur
First National

Natasha is a seasoned professional in the alternative lending market, currently serving as the Regional Sales Manager for Excalibur at First National. With over 11 years of industry expertise, Natasha’s previous focus on underwriting and extensive background in broker relationship management has given her a deep understanding of the intricacies of mortgage application and documentation review and honed her ability to structure deals efficiently. 

Natasha places great importance on adopting a solution-oriented mindset throughout the mortgage process, addressing inquiries promptly and providing support to both colleagues and clients. Natasha’s wealth of knowledge encompasses not only new deals and product information but also assistance with existing deals. 

As a panelist, Natasha brings a wealth of practical expertise and a customer-centric approach to alternative lending. Her vast experience and commitment to professionalism make her a valuable contributor to any discussion on the topic. 

Zeynep Babir

Director of Business Development
8Twelve Mortgage

Zeynep Babir is the Director of Business Development at 8Twelve Mortgage, where she leads the sales team and ensures exceptional service for clients and partners. With over a decade of experience in the mortgage industry, Zeynep’s efforts resulted in $351 million in mortgage volumes in 2022 and earned her the Women of Influence award from Canadian Mortgage Professional Magazine for her exceptional leadership and drive. She is passionate about mentoring teams, as she believes in empowering others to reach their full potential and achieve success. 

Elton Balcombe

Broker Account Manager
Filogix

A 16-year veteran within the financial industry, Elton Balcombe has held product management and business and system analyst roles within major financial institutions. Currently, Elton represents Filogix in the Ontario and Atlantic regions.  He provides strategic and tactical advice to the mortgage broker community, helping brokers of record, team leaders and individual agents leverage technology to uncover and resolve gaps in process and find opportunities for continuous performance improvement. 

Alix Boyd

Regional Vice President, Eastern Canada
Radius Financial 

After many years in various sales roles, Alix has developed a passion for building and managing client relationships.  

She first started her career in finance as a Personal Banking Associate at TD Canada Trust. 

She then made her transition to the Mortgage Broker Industry, working at a Mortgage Investment Company as a Senior Internal Account Manager for the Ottawa Region.  

Alix’s diverse experience has made her self-motivated, responsive, and knowledgeable. She excels at finding tailored solutions to her brokers’ inquiries, and is dedicated to ensuring successful business partnerships. She is overjoyed to start her journey with Radius Financial. 

Please join us in welcoming Alix as she takes on her role as Regional Vice President of Eastern Canada. We are confident that her expertise, dedication, and commitment to excellence will greatly benefit our industry partners. 

Nicholas Cutaia

Lawyer & Attorney at Law
Pace Law Firm

Nicholas’ extensive background and experience in real estate, business administration, and over 20 years of experience as a real estate lawyer, denotes the drive and passion he has for his field
of work. Nicholas achieved an Ontario Real Estate License, Bachelors of Commerce, Master of
Business Administration and Juris Doctor. Licensed to practice law in Ontario, Florida and
District of Columbia.
Nicholas is a results-driven, passionate legal professional with extensive experience in Real
Estate, Estate Planning and Business Law. Nicholas has an extensive background in dealing with
residential, condominium and commercial real estate matters using industry-leading technology
to conduct remote (in-home) signing. Nicholas specializes in all matters real estate. Along with
Nicholas’ outstanding achievements and credentials, he is a member of the Law Society of
Ontario since 1995 and the Florida Bar 1990

Shubha Dasgupta

Chief Executive Officer, Co-Founder & Director
Pineapple

Shubha Dasgupta is the CEO and Co-Founder of Toronto-based Pineapple, a leading mortgage industry disruptor. Since joining the mortgage industry in 2008, Shubha has focused on leveraging technology while prioritizing customer experience to transform the sector. His unique vision and expertise have been instrumental in building and growing Pineapple, which boasts over 700 brokers in its network today.

Under Shubha’s leadership, Pineapple has developed a world-class, data-driven Enterprise Management platform that offers a personalized experience for clients, making it the first full-circle mortgage process for agents. His deep understanding of business and industry trends, combined with his ability to drive best-in-class customer experience and profitability, has allowed him to infuse vision and purpose in his professional endeavors throughout his career.

An award-winning executive and seasoned industry expert, Shubha has been recognized among the top executives in the mortgage industry. He was included in the ‘2020 and 2022 Mortgage Global 100’ for inciting positive change and growth in the field. Additionally, he has been featured in the annual Canadian Mortgage Professional’s Hot List for five consecutive years since 2018. In 2021, he was appointed President of the Canadian Mortgage Brokers Association (CMBA) Ontario Board of Directors, following a second year on the Board.

Shubha is also a philanthropic leader who actively engages with various non-profit organizations in the Toronto community. He currently serves on the board of Melanoma Canada and has been a devoted advocate in the fight against cancer since 2010. In 2017, he co-founded CMI Cancer Fighters, a group of Canadian mortgage industry professionals dedicated to fighting cancer. He also serves on the corporate cabinet for the Make-A-Wish Foundation.

Shubha is a highly sought-after public speaker and media expert who frequently speaks on a range of topics, including finance, self-improvement, and philanthropy. His reputation as a thought leader in the mortgage industry and his commitment to customer experience and philanthropy make him a valuable leader and subject matter expert. 

Rakhee Dhingra

Broker of Record
Mortgage Savvy

I started Mortgage Savvy with a mission to combine mortgage services with financial education and coaching to help our clients navigate the world of real estate with more ease and confidence. My passion is to empower individuals who are looking to build a successful business based on credibility and impact and support them in creating a life by financial design. Much of this work was inspired by my own effort to create a financial strategy for myself and I believe by sharing my success I will empower the next generation of women in business to break glass ceilings. 
 
I believe we are all put on this earth to make a difference. Sometimes, we assume that in order to make an impact it has to be on a large scale. But it doesn’t. If we impact five people and they, in turn, go out and impact another five people, we have the ability to really make a difference. I operate my business and my life based on this belief —all in the hopes that even one life impacted will create a powerful ripple effect. 
 
While I work with clients from all walks of life, I have devoted a good portion of my attention to empowering clients. To help them make financial decisions that aren’t based in emotion, and empower them to move into their next chapter with financial confidence. 
 
What I’ve found is the more I speak my truth, the more people come forward saying how much this is needed in an industry often too focused on monetary growth above impact. I wholeheartedly believe when it comes to business, everyone benefits from collaboration and support. There is always something to be learned from one another.  

Michael Forshee

President
Glasslake Funding

Mr. Forshee joined Glasslake in 2022 to lead the firm’s Canadian operations. Prior to joining, Mr. Forshee was the Executive Vice President, Underwriting of Home Capital Group, with responsibility for Residential and Commercial Underwriting as well as Funding. 

Mr. Forshee’s experience includes over 17 years at Home Trust Company, including five years leading the Company’s Western Canadian operations. 

Mr. Forshee is a dedicated mortgage industry executive whose career has spanned over two decades across Canadian and international markets. 

Mr. Forshee is a past member of the Education Committee of the Advisory Board of Seneca College’s Financial Service Underwriting Program. 

Additionally, Mr. Forshee is a frequent speaker at industry events, contributor to industry publications, and is an Accredited Mortgage Professional. 

Mr. Forshee is a graduate of the Leadership Program at Queens University in Canada and a member of Simon Fraser University’s Mentors in Business Program. 

Mr. Forshee joined Glasslake in 2022 to lead the firm’s Canadian operations. Prior to joining, Mr. Forshee was the Executive Vice President, Underwriting of Home Capital Group, with responsibility for Residential and Commercial Underwriting as well as Funding. 

Mr. Forshee’s experience includes over 17 years at Home Trust Company, including five years leading the Company’s Western Canadian operations. 

Mr. Forshee is a dedicated mortgage industry executive whose career has spanned over two decades across Canadian and international markets. 

Mr. Forshee is a past member of the Education Committee of the Advisory Board of Seneca College’s Financial Service Underwriting Program. 

Additionally, Mr. Forshee is a frequent speaker at industry events, contributor to industry publications, and is an Accredited Mortgage Professional. 

Mr. Forshee is a graduate of the Leadership Program at Queens University in Canada and a member of Simon Fraser University’s Mentors in Business Program. 

James Grantis

Director of Investments
Hosper Mortgage

As co-founder of Hosper Mortgage, James leads the company’s investment service team and sits on the investment board that reviews mortgages. James oversees Hosper’s operations including capital and loan originations, client services, and marketing. James has been a licensed mortgage agent since 2016 and has access to a wide network in the lending community. James has arranged more than 5,000 private mortgages totaling over $500 million of mortgage fundings. Since inception James and his team have won 3 national awards and 2 international awards and continue to maintain a rapidly growing network of loyal mortgage investors and brokers. Each year of growth James and the team become steps closer to reaching Hosper’s mission, “to be the best alternative to a traditional bank.”

Tom Hall

Co-Founder
BluMortgage

Tom has built BluMortgage from concept to a market-leading mortgage broker CRM.  Tom works closely with agents, broker-owners and integration partners to drive value for BLU users and the mortgage industry as a whole.

Frances Hinojosa

CEO, Co-Founder, Mortgage Broker
Tribe Financial Group

Frances Hinojosa is an accomplished leader in the mortgage industry, boasting an
impressive track record of over 29 years in the financial services sector. As one of the
founding partners and CEO of Tribe Financial Group, an esteemed independent mortgage
firm in the GTA, she has played a pivotal role in shaping the company’s success.
Tribe Financial Group is renowned for its commitment to customized mortgage planning and
its unwavering dedication to upholding the highest standards of excellence in mortgage
lending. Hinojosa’s leadership is driven by values of integrity, transparency, and compassion,
setting a benchmark for the industry.
Hinojosa’s passion for the mortgage industry extends beyond her business
accomplishments. She actively mentors individuals within her firm and the broader mortgage
industry, demonstrating her genuine commitment to supporting others’ growth.
With nearly three decades of active membership in the Canadian Mortgage Brokers
Association (CMBA) and Mortgage Professional Canada (MPC), Hinojosa has solidified her
reputation as a dedicated industry professional. She served as the Executive Secretary on
the MPC national board from 2021 to 2022. Additionally, she has contributed her expertise
as a member of advisory boards for esteemed organizations such as Teranet, Home Trust,
Community Trust, and the charitable organization, 100 Brokers Who Cares.
Currently, Hinojosa co-hosts “On Point,” a popular industry show that educates both brokers
and consumers on the latest mortgage news. The show airs on the BHBTV network, further
establishing her as a prominent figure in the industry. Through her extensive network and
experience as an operating broker, she possesses a deep understanding of the grassroots
issues impacting the mortgage industry, as well as the unique challenges faced by women in
the financial services sector.
Frances Hinojosa’s contributions to the mortgage industry have garnered numerous
accolades and recognition. She has been honored with prestigious awards, including the
Top 75 Mortgage Brokers in Canada Award for 2014 and 2015, Women of Influence Award
in 2015, 2017, 2019, 2020, 2021, and 2022, as well as the Women in the Mortgage Industry
(WIMI) 2019 Leadership Award. Tribe Financial Group, under her leadership, has also
received the CMP Top Brokerage Award in 2016 and the KMI Media Global Employer of
Choice Award for 2022.
Frances Hinojosa is not only a trusted resource for mortgage advice but has also been
featured in reputable publications such as the Globe and Mail, Toronto Star, Financial Post,
Canadian Wealth Magazine, Yahoo Finance, CMP Magazine, Cottage Life Magazine, and
has made appearances on City News TV and CP24. Her expertise and insights have made
her a sought-after industry expert, further establishing her as a leading figure in the
mortgage industry.

Akiff Kanji

Assistant Vice President, Mortgage Originations
Haventree Bank

Akiff Kanji is the Assistant Vice President of Mortgage Originations at Haventree Bank. With a strong commitment to excellence, Akiff oversees the alternative lending experience and provides strategic guidance to the Mortgage Originations team, helping our broker partners find homeownership solutions for their clients. 

 With over 12 years of experience in the Canadian mortgage industry, Akiff possesses a wealth of knowledge in underwriting and mortgages.  

 Throughout his career, Akiff has consistently demonstrated his passion for building and developing teams dedicated to assisting Canadians on their homeownership journey.  

 Akiff holds a bilingual degree in Business and Economics from York University. Since joining Haventree Bank in 2015, he has driven the organization’s success in alternative lending. 

Nick Kyprianou 

President/CEO, Director
 RiverRock MIC 

Nick is a seasoned executive with over 30 years of experience in the mortgage industry. Prior to founding RiverRock in 2014, Nick was the CEO at Equity Financial Trust. Before joining Equity Financial, Nick was the President and also a director at Home Trust Company for over 18 years, where he was instrumental in the company’s national expansion, mortgage growth, and operations. Nick obtained his degree from McMaster University in 1986, has completed the Executive Program at the Queen’s School of Business as well as the Institute of Corporate Directors Program at the Joseph L. Rotman School of Business. 

Steven Lang

National Sales Manager
VWR Capital Corp

Steven Lang is the National Sales Manager at VWR Capital Corp, a private equity based mortgage lender with $800 million in mortgages under administration. In his role, Steven is responsible for management and development of Business Development Managers across the country, mortgage brokerage and lender relationships, partner communication, process creation, training plans, business progression and organizational marketing strategy. During his 20-year career in the financial industry, Steven has served as a leader managing and developing credit union branches, departments, regions and worked on various projects/areas including wealth management, mortgage centralization, process improvement (Lean Certification), credit committee, retail operational merger mapping and creation of a business owner strategy. Steven’s passion is built on developing and mentoring people in a determined and efficient way.

Veronica Love

Senior Vice President
The Mortgage Group

Veronica is passionate about the Canadian mortgage brokering and real estate landscapes. Throughout the past 20 plus years, she has held progressive roles within these two industries.

Veronica is the current Chair of Mortgage Professionals Canada and is the Senior Vice President of Corporate Development at TMG The Mortgage Group.

Throughout her roles in this industry, Veronica always finds ways to provide value to others outside of her immediate role. As a regular contributor to Women in the Mortgage Industry (WIMI), Veronica was recognized as a WIMI of the Year in 2017. She has also regularly appeared on the Hot List for mortgage professionals in CMP magazine. In 2019, she was awarded the Outstanding Representative Award by the Canadian Mortgage Broker Association (CMBA), Ontario. As well in 2019, Veronica was awarded the inaugural Woman of Distinction Award at the Canadian Mortgage Awards (CMP). Named a Woman of Influence by CMP magazine multiple years (2015, 2018, 2019, 2020, 2021 & 2023), she was also listed as one of the 100 top mortgage professionals in the Global 100 CMP list! And rounding out her accomplishments, Veronica was recognized by CMP magazine as an industry icon in 2020.

Speaking, moderating panels and emceeing comes naturally to Veronica as she was trained in Public Relations and loves sharing knowledge to help support others the way she has felt supported.

Veronica continually supports numerous causes near and dear to her heart, including health charities, and women’s and children’s shelters. Case in point for her dedication is that Veronica’s captain of the Women Wish Granters team – where she recruited team members – many being of women within the mortgage industry – for the Make-a-Wish Rope for Hope. She was not only a top fundraiser across Canada (raising close to $40K), but she and her team rappelled 30 stories down Toronto City Hall annually and the team has raised over $197K for this great cause to date! She herself rappelled 7 times!

Additionally, Veronica has been a Professor and Board Member for the Humber College PR/Event Management Certificate Program, a Board Member on the Aurora Youth Soccer Association and served on the Make-A-Wish Capital Cabinet. She loves watching her two children play sports and has even been a coach, convenor and team trainer.

Fergal McAlinden

Canada Mortgage Editor
Key Media

Fergal McAlinden is the Canada mortgage editor for Key Media, where he is responsible for writing, editing and researching editorial content.  

Vrushank Muzumdar

Business Development Manager
Lendfinity

Meet Vrushank Muzumdar, a dedicated Business Development Manager at Lendfinity. With a passion for exceptional client experiences, Vrushank specializes in private lending solutions. From guiding clients through their first home purchase to facilitating refinancing and property upgrades, Vrushank is committed to providing tailored funding solutions, efficient exit strategies, and exceptional service to help clients achieve their homeownership goals. Vrushank also enjoys fostering strong broker relationships and understanding the importance of transparent funding practices in building lasting partnerships. With an astute eye for unique financial opportunities and a dedication to personalized service, Vrushank is your trusted partner in navigating the complex financing world. 

Hali Noble

Managing Director, Broker
Fisgard Asset Management Corporation

Hali is a founding Director and SVP of Fisgard Asset Management Corporation, one of Canada’s most respected MIC managers. She manages Fisgard’s mortgage broker and lender relationships, communication, and business advancement.

She has spent her entire career as an alternative/private mortgage lender, is a Past Chair of MPC, Past President of CMBA-BC and is currently a Director of the BCMMA (BC MIC Managers Association) and CAMLA (Canadian Alternative Mortgage Lenders Association).

Hali has received several industry awards, most notable of these recognitions are the induction to the Canadian Mortgage Hall of Fame, the CMBA-BC Pioneer Award for Lifetime and was named one of WXN Canada’s Top 100 Most Powerful Women in the category of Trailblazers and Trendsetters. She is Co-Founder of WIMI (Women In the Mortgage Industry) an online group that focuses on leadership, mentorship, education and community which has over 5,500 members from across Canada.

In her personal life Hali is respected and recognized as a life-long advocate and community supporter of education, arts, culture, charities and non-professional sports, dedicating time and financial resources to social imperatives including support for Our Place Society, Mustard Seed Food Bank, Salvation Army, Victoria Conservatory of Music and the Victoria Symphony. She is extremely proud of her Metis heritage and is a member of the British Columbia Metis Nation.  

Rachel Oliver

Managing Partner
Clover Properties

Rachel Oliver is Canada’s leading Rent-to-Own expert. She has been trailblazing the Rent-to-Own path to homeownership since 2009 for families who get declined for financing by the banks. Passionate about knowledge-sharing, Rachel is often educating mortgage brokers and real estate agents on the important role these industry professionals can play. Rachel co-authored the Amazon best-selling book ‘Rent-to-Own Essential Guide for Homebuyers’ and has been featured in Canadian Real Estate Wealth Magazine, Financial Post and news media including CBC and CTV. For two consecutive years Rachel was also among the esteemed panel of judges for the Canadian Mortgage Awards. Together with her husband, Rachel founded Clover Properties, a reputable Rent-to-Own company where “families help families” get into homeownership in Ontario and Alberta. Connect with Rachel at StopRentingToday.ca. 

Rene Quercia

SVP Broker Channel
HomeEquity Bank

Rene Quercia is SVP, Broker Channel at HomeEquity Bank, the provider of the CHIP Reverse Mortgage. He has spent over 20 years in various bank executive roles, 10 of them in the Real Estate Secured Lending division of TD Bank, where he was responsible for leading national sales channels that accounted for over two-thirds of all new mortgage originations. In that time, he transformed the distribution model through the broker channel, re-engineering processes, engaging a 3rd party operator and building out market share through key relationships.   

An experienced financial services executive, Rene has a proven history of building successful businesses, developing people and delivering exceptional results across a national footprint. He is an authentic and inspirational leader who attracts diverse talent and nurtures an inclusive culture in creating engaged and highly effective teams.  

Rene lives in Oakville with his wife and is passionate about giving back to the community.  

Kerri Reed

Executive Vice President
Premiere Mortgage Centre

Kerri’s passionate about the mortgage industry. Coaching, mentoring  and leading  agents/brokers towards continued success is always her path. For almost  two decades she has dedicated her time and resources to supporting her team at Premiere Mortgage Centre. Encouraging their individual business growth.  Kerri thrives on helping others become successful and building their confidence so they can achieve anything. Transparent in her leadership approach, Kerri’s willing to help anyone succeed, as long as they’ll work hard at the same time to drive their own success. She fully embraces the company’s culture, which is built on successful agents/brokers who work hard and enjoy being together. Kerri’s goal has always been to create an environment of excellence, leadership, support and sharing. She aligns herself with likeminded people throughout the industry, as she encourages the approach of continuing to grow market share as a united front.  Kerri is a mother, friend and business leader who has also been the recipient of many awards in our industry highlighting CMP Mentor of the Year as well as a Woman of Influence. 

Hugo Dos Reis

Founding Partner & Mortgage Broker
Vine Group

Hugo Dos Reis is a Mortgage Broker and Founding Partner at Vine Group.   

With more than 12 years of invaluable experience in the financial sector and a background as a Bay Street Alumni, Hugo and his team are the driving force behind investment financing solutions for clients across Canada.   

Hugo has delivered impactful financial planning education presentations to thousands of investors through dynamic seminars and engaging workshops. He has authored numerous articles, contributed insights to several news outlets and hosted a financial news segment for the multi-unit rental sector.   

His signature client-focused approach, value-added advice, and financial planning background have helped Hugo with his success year after year. Hugo’s philosophy is to “take care of your clients, and they will take care of you.”   

Beyond his professional achievements, Hugo finds solace and joy in his spare time. You can often find him exploring the vibrant culinary scene of Toronto, savouring all things food and wine with his wife or enjoying fun and adventure with his two young daughters, frequently seen burning off some energy together at one of the local parks. 

Sushanta Sen

Director, Sales
MCAP

Sushanta Sen’s dedication to people and fostering authentic relationships have help lead to his successes – both professionally and personally.

Currently the Director of Sales at MCAP, Sushanta joined the MCAP team in 2004 as a Business Development Manager. Prior to joining MCAP, he spent over 15 years working in the retail banking sector. His tenure runs deep in the finance sector, but people are his passion.

In his current role as Director Sales, Sushanta focuses on serving people. As a leader, coach, and mentor for the MCAP Sales team in Ontario, his priority is investing in those around him as much as possible. Part of what sets him apart is his dedication to developing authentic, meaningful relationships with his clients, team members, industry partners and stakeholders. Through learning, sharing, and finding solutions, Sushanta is able to share his knowledge and contribute to the industry and his wider community.

Mike Spero

Chief Operating & Financial Officer
Canadian Mortages Inc.

Mike is a career banker with more than 25 years’ experience leading through all phases of the business lifecycle—from vision and creation through rapid rollout and expansion.   

As one of the founders of President’s Choice Financial, Dundee Bank of Canada and Ally Canada, Mike took responsibility for product development and sales channels. During his time at National Bank, he helped develop the first FundServ issued Savings account in Canada. Most recently, he oversaw operations at Street Capital Bank of Canada. Mike is a CPA, CMA and holds a BMath and an MBA.