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.
Why attend?
Enjoy a powerful combination of comprehensive conference sessions, networking opportunities, and expo workshops with top organizations at NO CHARGE
Discover new insights in 9 unique summit sessions all designed to keep you educated and informed, not to sell you services or products
Absorb the collective knowledge and strategies of some of Canada’s top brokers, lenders, and organizations
2022 SPEAKERS

Greg Sinclair
VP, Mortgage Solutions
Magenta Capital Corporation

Hugo Dos Reis
Mortgage Broker & Partner
Vine Group Mortgage Alliance

Nick Kyprianou
President/CEO, Director
RiverRock MIC

Neil Bartlett
Chief Digitization Officer
Vine Group Mortgage Alliance

Nathalie Rodrigues
Director of Product Marketing
Magenta Capital Corporation

James Grantis
Director of Investments
Hosper Mortgage

Dalia Barsoum
Founder
Streetwise Mortgages

Joe Fakhri
Founder & President
Axiom Innovations Inc

Chris Baker
President & CEO
BHBTV & BHB Rich Media

Daniel Joseph
Director, Broker Relations
Canadian Mortgages Inc

Jason Kennedy
VP, Residential Mortgages
Marathon Mortgage

John Bargis
Principal CEO
CIMBC

John Rodrigues
Partner Delivery Lead
Finastra

Shawn Allen
Principal Owner
Matrix Mortgage Global

Phil Fiuza
Managing Director – Single Family Mortgages Ontario
Atrium MIC

Frank Giacomini
AVP, National Sales Manager
CWB Optimum Mortgage

Sushanta Sen
Director Sales
MCAP

Shubha Dasgupta
Chief Executive Officer, Co-Founder & Director
Pineapple

Rachel Oliver
Managing Partner & Broker Relations
Clover Properties

Kevin Clark
Chief Revenue Officer
FundMore

David Goncalves
Mortgage Broker & Founding Partner
Vine Group – Mortgage Alliance

Leanne Conroy
Business Development Manager
MCAN Mortgage

Vivianne Gauci
SVP Marketing, Customer Experience & Chief Marketing Officer
HomeEquity Bank

Grant Armstrong
Director, National Sales & Lending
Community Trust

Gary Fooks
CEO & Broker
8Twelve Mortgage

Christine Xu
President
MoneyBroker Canada

Sach Aul
Business Development Manager
8Twelve Capital

Fergal McAlinden
Canada News Editor
Canadian Mortgage Professional

Hyder Mirza
Founder & CEO
CloudJunction Advisors

Anne Ananda
Commercial Mortgage Broker
Pineapple Financial Inc.

Tracy Valko
Founder
Valko Financial

Geoff Rabideau
Principal / Lawyer
Rabideau Law

Leah Zlatkin
COO and Broker
Mortgage Outlet

Ron Swift
Chief Executive Officer
Radius Financial

Sadiq Boodoo
President
CMBA – Ontario

Taylor Lewis
Director of Operations
Canadian Mortgages Inc
2022 AGENDA
All times in ET
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Welcome address from Chairperson and platinum sponsors
Fergal McAlinden
Canada News Editor
Canadian Mortgage ProfessionalHugo Dos Reis
Mortgage Broker & Partner
Vine Group Mortgage AllianceGreg 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
Canada News Editor
Canadian Mortgage ProfessionalPanelists
Jason Kennedy
VP, Residential Mortgages
Marathon MortgageNick Kyprianou
President/CEO, Director
RiverRock MICVivianne Gauci
SVP Marketing, Customer Experience & Chief Marketing Officer
HomeEquity BankFrank 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
Principal CEO
CIMBCPanelists
David Goncalves
Mortgage Broker & Founding Partner
Vine Group – Mortgage AllianceGary Fooks
CEO & Broker
8Twelve MortgageShubha Dasgupta
Chief Executive Officer, Co-Founder & Director
PineappleDalia 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
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
President & CEO
BHBTV & BHB Rich MediaPanelists
Joe Fakhri
Founder & President
Axiom Innovations IncJohn Rodrigues
Partner Delivery Lead
FinastraKevin Clark
Chief Revenue Officer
FundMoreHyder 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
Principal / Lawyer
Rabideau LawPanelists
Phil Fiuza
Managing Director – Single Family Mortgages Ontario
Atrium MICDaniel Joseph
Director, Broker Relations
Canadian Mortgages IncRachel 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
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
President
CMBA – OntarioPanelists
Grant Armstrong
Director, National Sales & Lending
Community TrustSushanta Sen
Director Sales
MCAPLeanne Conroy
Business Development Manager
MCAN MortgageSach 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
Canada News Editor
Canadian Mortgage ProfessionalPanelists
Shawn Allen
Principal Owner
Matrix Mortgage GlobalChristine Xu
President
MoneyBroker CanadaAnne Ananda
Commercial Mortgage Broker
Pineapple Financial Inc.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
Director of Operations
Canadian Mortgages IncPanelists
James Grantis
Director of Investments
Hosper MortgageLeah Zlatkin
COO and Broker
Mortgage OutletRon Swift
Chief Executive Officer
Radius FinancialHugo Dos Reis
Mortgage Broker & Partner
Vine Group Mortgage Alliance -
Closing Remarks from Chairperson
Fergal McAlinden
Canada News Editor
Canadian Mortgage Professional
SPONSORS
PLATINUM Sponsor
Gold Sponsors
SILVER Sponsors
EXHIBITORS
VENUE
PEARSON CONVENTION CENTER
- 2638 Steeles Ave E, Brampton, ON L6T 4L7
- 905-494-0444
- https://pearsonconvention.com/
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.
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 HR Tech Summit Canada to secure the discounted rate until August 12, 2023.
Room rate: $199 CAD per standard room/night
Cut-off date: August 12, 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.

FOUR POINTS BY SHERATON TORONTO AIRPORT
6257 Airport Road, Mississauga, Ontario L4V 1E4
Book your group rate call 1-800-368-7764 or 905-678-1400. Use the group name Canadian Mortgage Summit Canada 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

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