Take your business to the next level: Mortgage solutions for 2023

November 24, 2022 | The International Centre Mississauga
#CanadianMortgageSummit

ABOUT


The Canadian Mortgage Summit is a comprehensive one-day event built around one primary concept in mind: to help mortgage leaders like you do more business in 2023. 

This event is your opportunity to hear from industry’s top mortgage brokers, lenders, and solution providers in strategic sessions that are designed to take you and your career to the next level. They’ll be covering the topics mortgage leaders need to hear to get ready for the year ahead, including getting the yes in a higher interest rate environment, evolving digital elements, the state of the industry today and in the year ahead, ways to get in front of more borrowers, and strategies for building your network. 

The Canadian Mortgage Summit is the ultimate event to grow as a professional and equip yourself with the strategies you need to kick your business into high gear. Make sure you’re there to discover the insights you need to get ahead in 2023.

Why attend?

  • User Icon

    Enjoy a powerful combination of comprehensive conference sessions, networking opportunities, and expo workshops with top organizations at NO CHARGE

  • Chat Icon

    Discover new insights in 9 unique summit sessions all designed to keep you educated and informed, not to sell you services or products

  • Idea Icon

    Absorb the collective knowledge and strategies of some of Canada’s top brokers, lenders, and organizations

SPEAKERS


Greg Sinclair
Greg Sinclair

VP, Mortgage Solutions
Magenta Capital Corporation

Hugo Dos Reis
Hugo Dos Reis

Mortgage Broker & Partner
Vine Group Mortgage Alliance

Nick	Kyprianou
Nick Kyprianou

President/CEO, Director
RiverRock MIC

Neil Bartlett
Neil Bartlett

Chief Digitization Officer
Vine Group Mortgage Alliance

Nathalie Rodrigues
Nathalie Rodrigues

Director of Product Marketing
Magenta Capital Corporation

James Grantis
James Grantis

Director of Investments
Hosper Mortgage

Dalia Barsoum
Dalia Barsoum

Founder
Streetwise Mortgages

Joe Fakhri
Joe Fakhri

Founder & President
Axiom Innovations Inc

Chris Baker
Chris Baker

President & CEO
BHBTV & BHB Rich Media

Daniel Joseph
Daniel Joseph

Director, Broker Relations
Canadian Mortgages Inc

Jason Kennedy
Jason Kennedy

VP, Residential Mortgages
Marathon Mortgage

John Bargis
John Bargis

Principal CEO
CIMBC

John Rodrigues
John Rodrigues

Partner Delivery Lead
Finastra

Shawn Allen
Shawn Allen

Principal Owner
Matrix Mortgage Global

Phil Fiuza
Phil Fiuza

Managing Director – Single Family Mortgages Ontario
Atrium MIC

Frank Giacomini
Frank Giacomini

AVP, National Sales Manager
CWB Optimum Mortgage

Sushanta Sen
Sushanta Sen

Director Sales
MCAP

Shubha Dasgupta
Shubha Dasgupta

Chief Executive Officer, Co-Founder & Director
Pineapple

Rachel Oliver
Rachel Oliver

Managing Partner & Broker Relations
Clover Properties

Kevin Clark
Kevin Clark

Chief Revenue Officer
FundMore

David Goncalves
David Goncalves

Mortgage Broker & Founding Partner
Vine Group – Mortgage Alliance

Leanne Conroy
Leanne Conroy

Business Development Manager
MCAN Mortgage

Vivianne Gauci
Vivianne Gauci

SVP Marketing, Customer Experience & Chief Marketing Officer
HomeEquity Bank

Grant Armstrong
Grant Armstrong

Director, National Sales & Lending
Community Trust

Gary Fooks
Gary Fooks

CEO & Broker
8Twelve Mortgage

Christine Xu
Christine Xu

President
MoneyBroker Canada

Sach Aul
Sach Aul

Business Development Manager
8Twelve Capital

Fergal McAlinden
Fergal McAlinden

Canada News Editor
Canadian Mortgage Professional

Hyder Mirza
Hyder Mirza

Founder & CEO
CloudJunction Advisors

Anne Ananda
Anne Ananda

Commercial Mortgage Broker
Pineapple Financial Inc.

Tracy Valko
Tracy Valko

Founder
Valko Financial

Geoff Rabideau
Geoff Rabideau

Principal / Lawyer
Rabideau Law

Leah Zlatkin
Leah Zlatkin

COO and Broker
Mortgage Outlet

Ron Swift
Ron Swift

Chief Executive Officer
Radius Financial

Sadiq Boodoo
Sadiq Boodoo

President
CMBA – Ontario

Taylor Lewis
Taylor Lewis

Director of Operations
Canadian Mortgages Inc

AGENDA


All times in ET
  • Registration & Expo Hall Opens
  • Welcome address from Chairperson and platinum sponsors
    Fergal McAlinden
    Fergal McAlinden

    Canada News Editor
    Canadian Mortgage Professional

    Hugo Dos Reis
    Hugo Dos Reis

    Mortgage Broker & Partner
    Vine Group Mortgage Alliance

    Greg Sinclair
    Greg Sinclair

    VP, Mortgage Solutions
    Magenta Capital Corporation

  • Lenders Panel (a look ahead to 2023)

    As we come to the end of 2022, we look towards 2023 and provide an update of lender product offerings, efficiencies & best practices, and what matters most to brokers. This panel brings together the top lenders in Canada to discuss some of the important aspects that will affect the mortgage industry moving into 2023.

    Moderator
    Fergal McAlinden
    Fergal McAlinden

    Canada News Editor
    Canadian Mortgage Professional

    Panelists
    Jason Kennedy
    Jason Kennedy

    VP, Residential Mortgages
    Marathon Mortgage

    Nick	Kyprianou
    Nick Kyprianou

    President/CEO, Director
    RiverRock MIC

    Vivianne Gauci
    Vivianne Gauci

    SVP Marketing, Customer Experience & Chief Marketing Officer
    HomeEquity Bank

    Frank Giacomini
    Frank Giacomini

    AVP, National Sales Manager
    CWB Optimum Mortgage

  • Broker Think Tank – How to Scale to the Next Level

    Ever wonder why some brokers close 40 deals a year and others make it to 400? Hear from the country’s top brokers as they discuss ways that they have set themselves apart from thousands of other mortgage professionals, including scaling their business over time; managing changes in the market; and mistakes they see other brokers are making time and time again. Learn how to adapt their tips and strategies to suit your personal business model and make 2023 your best year yet.

    • Developing a business plan for 2023
    • Growing your team – managing and delegating responsibilities
    • Building your lending network & earning trust
    • The gift that keeps on giving – how to set up the ultimate referral system
    Moderator
    John Bargis
    John Bargis

    Principal CEO
    CIMBC

    Panelists
    David Goncalves
    David Goncalves

    Mortgage Broker & Founding Partner
    Vine Group – Mortgage Alliance

    Gary Fooks
    Gary Fooks

    CEO & Broker
    8Twelve Mortgage

    Shubha Dasgupta
    Shubha Dasgupta

    Chief Executive Officer, Co-Founder & Director
    Pineapple

    Dalia Barsoum
    Dalia Barsoum

    Founder
    Streetwise Mortgages

  • Marketing to Five Generations

    We will walk through how to strategize and create tactics for brokers to gain new clients and engage with current ones. We are going to do a deep dive on the circumstances of different generations today and how they receive and process information. 

    Greg Sinclair
    Greg Sinclair

    VP, Mortgage Solutions
    Magenta Capital Corporation

  • The Shifting Role Technology is Playing with Brokers, Lenders, and Borrowers

    2020 and 2021 added an unprecedented number of new challenges for lenders, brokers, and consumers. 2022 and 2023 have thrown in completely new challenges from previous years, “how do we keep loan volume up, with lower borrower demand?” Learn from the technology leaders on how to grow your pipeline, streamline efficiencies, and better connect with the borrower

    Moderator
    Chris Baker
    Chris Baker

    President & CEO
    BHBTV & BHB Rich Media

    Panelists
    Joe Fakhri
    Joe Fakhri

    Founder & President
    Axiom Innovations Inc

    John Rodrigues
    John Rodrigues

    Partner Delivery Lead
    Finastra

    Kevin Clark
    Kevin Clark

    Chief Revenue Officer
    FundMore

    Hyder Mirza
    Hyder Mirza

    Founder & CEO
    CloudJunction Advisors

  • Industry Panel

    From the record-low interest rates in 2020 and 2021, we have now seen rates that are challenging all brokers and lenders. Purchase demand and home prices are starting to decline, and borrowers are really feeling pressure from inflation. Learn from the best in the industry on how to navigate these turbulent times and maximize the upcoming year

    Moderator
    Geoff Rabideau
    Geoff Rabideau

    Principal / Lawyer
    Rabideau Law

    Panelists
    Phil Fiuza
    Phil Fiuza

    Managing Director – Single Family Mortgages Ontario
    Atrium MIC

    Daniel Joseph
    Daniel Joseph

    Director, Broker Relations
    Canadian Mortgages Inc

    Rachel Oliver
    Rachel Oliver

    Managing Partner & Broker Relations
    Clover Properties

  • Digitized brokerages are here, and they are coming for your clients

    What exactly is digitization and why are you almost certainly not digitized? In this session you’ll learn some practical steps on your own digitization journey to ensure you’re staying ahead of your competition. 

    Neil Bartlett
    Neil Bartlett

    Chief Digitization Officer
    Vine Group Mortgage Alliance

  • Lenders Panel (Break out of the Box)

    The number of loan product offerings have skyrocketed in recent years, allowing you to adapt and serve clients and prospects with unique lending scenarios. Come and hear from top Canadian lenders to allow you to do more business with your existing clients and become relevant to an entirely new population of borrowers.

    Moderator
    Sadiq Boodoo
    Sadiq Boodoo

    President
    CMBA – Ontario

    Panelists
    Grant Armstrong
    Grant Armstrong

    Director, National Sales & Lending
    Community Trust

    Sushanta Sen
    Sushanta Sen

    Director Sales
    MCAP

    Leanne Conroy
    Leanne Conroy

    Business Development Manager
    MCAN Mortgage

    Sach Aul
    Sach Aul

    Business Development Manager
    8Twelve Capital

  • Broker Think Tank – How to Find the Needle in the Haystack

    With traditional lending slowing down, some brokers are finding success by focusing on specialty and niche lending that is often overlooked. Hear from the country’s top brokers as they discuss the ways they have gotten out of their comfort zone, during uncertain times and learn how to adapt their tips and strategies to suit your business model

    Moderator
    Fergal McAlinden
    Fergal McAlinden

    Canada News Editor
    Canadian Mortgage Professional

    Panelists
    Shawn Allen
    Shawn Allen

    Principal Owner
    Matrix Mortgage Global

    Christine Xu
    Christine Xu

    President
    MoneyBroker Canada

    Anne Ananda
    Anne Ananda

    Commercial Mortgage Broker
    Pineapple Financial Inc.

    Tracy Valko
    Tracy Valko

    Founder
    Valko Financial

  • What Matters Most to Brokers

    During CMP’s annual “Brokers on Lenders” survey, we heard from hundreds of brokers on what is most important to their business. We asked brokers to rank and nominate across 10 key categories (interest rates, turnaround time, product range, BDM support, etc.). Hear from the top lenders from the 2022 survey and learn what they are doing to set themselves apart from the competition. 

    Moderator
    Taylor Lewis
    Taylor Lewis

    Director of Operations
    Canadian Mortgages Inc

    Panelists
    James Grantis
    James Grantis

    Director of Investments
    Hosper Mortgage

    Leah Zlatkin
    Leah Zlatkin

    COO and Broker
    Mortgage Outlet

    Ron Swift
    Ron Swift

    Chief Executive Officer
    Radius Financial

    Hugo Dos Reis
    Hugo Dos Reis

    Mortgage Broker & Partner
    Vine Group Mortgage Alliance

  • Closing Remarks from Chairperson
    Fergal McAlinden
    Fergal McAlinden

    Canada News Editor
    Canadian Mortgage Professional

SPONSORS


PLATINUM Sponsor

  • Magenta Capital Corporation
  • Vine Group – Mortgage Alliance

Gold Sponsors

  • Axiom Innovations
  • Community Trust
  • CWB Optimum Mortgage

SILVER Sponsors

  • 8Twelve Capital
  • Atrium Mortgage Investment Corporation
  • Canadian Mortgages Inc.
  • CloudJunction Advisors
  • Clover Properties
  • Filogix
  • FundMore
  • HomeEquity Bank
  • Hosper Mortgage
  • Marathon Mortgage Corp.
  • MCAN Mortgage
  • MCAP
  • Oppono
  • Pineapple
  • Radius Financial
  • RiverRock Mortgage Investment Company
  • 8Twelve Mortgage Corp.

EXHIBITORS

  • Alta West Capital
  • Axess Law
  • Bloom
  • Brightpath Capital
  • Citadel Mortgages
  • CYR FUNDING INC.™
  • Equitable Bank
  • First Source
  • Ginkgo Mortgage Investment Corporation
  • Graysbrook Capital
  • ICICI Bank
  • Key Law Professional Corporation
  • LendHub
  • MERIX
  • Mortgage Automator
  • My Closing
  • Pace Law Firm
  • REMIC
  • RESCO Group of Funds
  • RMG Mortgages
  • Romspen
  • Top Law Firm
  • VWR Capital
  • WAM Interactive Information

MEDIA PARTNER

  • BHBTV

ASSOCIATION PARTNER

  • CMBA

VENUE


THE INTERNATIONAL CENTRE

FLOORPLAN

Floorplan

THANKS FOR TAKING PART IN THE Canadian Mortgage Summit 2022

Missed this year’s event? Register your interest to participate in the next Canadian Mortgage Summit

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