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?
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Explore the state of the market today – and what it might look like in 2024
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Discover new insights in 9 unique summit sessions all designed to keep you educated and informed.
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Network with the industry’s top mortgage leaders in our expo hall, which will feature 50+ exhibitors.
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Complimentary attendance for all mortgage professionals
2023 SPEAKERS
Chris Turcotte
President
Centum Financial Group
Leanne Conroy
Director of Sales & Business Development
MCAN
Andrew Schultz
Vice President Sales
Axiom
Joe White
Founder & President
REMIC
Grant Armstrong
Director, Originations
Community Trust
Rejean Roberge
Vice President
CWB Optimum
Natasha Alli
Regional Sales Manager, Excalibur
First National
Zeynep Babir
Director of Business Development
8Twelve Mortgage
Elton Balcombe
Broker Account Manager
Filogix
Alix Boyd
Regional Vice President, Eastern Canada
Radius Financial
Dalia Barsoum
Founder & Mortgage Broker
Streetwise Mortgages
Brenna Charles
Director of Business Development
FCT
Nicholas Cutaia
Lawyer & Attorney at Law
Pace Law Firm
Shubha Dasgupta
Chief Executive Officer, Co-Founder & Director
Pineapple
Rakhee Dhingra
Broker of Record
Mortgage Savvy
Michael Forshee
President
Glasslake Funding
James Grantis
Director of Investments
Hosper Mortgage
Tom Hall
Co-Founder
BluMortgage
Frances Hinojosa
CEO, Co-Founder, Mortgage Broker
Tribe Financial Group
Brian Hutton
Vice President, Marketing
M3 Financial Group
Akiff Kanji
Assistant Vice President, Mortgage Originations
Haventree Bank
Damon Knights
Vice President, Sales & Distribution
Equitable Bank
Nick Kyprianou
President/CEO, Director
RiverRock MIC
Steven Lang
National Sales Manager
VWR Capital Corp
Dong Lee
Chief Operating Officer & Mortgage Broker
DLC Group of Companies
Veronica Love
Senior Vice President
The Mortgage Group
Fergal McAlinden
Canada Mortgage Editor
Key Media
Vrushank Muzumdar
Business Development Manager
Lendfinity
Hali Noble
Managing Director, Broker
Fisgard Asset Management Corporation
Rachel Oliver
Managing Partner
Clover Properties
Rene Quercia
SVP Broker Channel
HomeEquity Bank
Kerri Reed
Executive Vice President
Premiere Mortgage Centre
Hugo Dos Reis
Founding Partner & Mortgage Broker
Vine Group
Sushanta Sen
Director, Sales
MCAP
Mike Spero
Chief Operating & Financial Officer
Canadian Mortages Inc.
2023 Agenda
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Opening remarks from chairperson
Frances Hinojosa
CEO, Co-Founder, Mortgage Broker
Tribe Financial Group -
Welcome address
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
Director of Business Development
FCTPanelists
Nicholas Cutaia
Lawyer & Attorney at Law
Pace Law FirmDamon Knights
Vice President, Sales & Distribution
Equitable BankRene Quercia
SVP Broker Channel
HomeEquity BankSushanta Sen
Director, Sales
MCAP -
Networking break in expo hall
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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
President
Centum Financial Group -
Networking break in expo hall
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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
Senior Vice President
The Mortgage GroupPanelists
Natasha Alli
Regional Sales Manager, Excalibur
First NationalGrant Armstrong
Director, Originations
Community TrustAkiff Kanji
Assistant Vice President, Mortgage Originations
Haventree BankRejean Roberge
Vice President
CWB Optimum -
Networking break in expo hall
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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
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
Founding Partner & Mortgage Broker
Vine GroupPanelists
Elton Balcombe
Broker Account Manager
FilogixTom Hall
Co-Founder
BluMortgageBrian Hutton
Vice President, Marketing
M3 Financial Group -
Closing remarks from chairperson
Frances Hinojosa
CEO, Co-Founder, Mortgage Broker
Tribe Financial Group -
Extended expo networking time
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End of summit
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Registration & expo hall opens
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Opening remarks from chairperson
Hali Noble
Managing Director, Broker
Fisgard Asset Management Corporation -
Welcome Address
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
Chief Operating Officer & Mortgage Broker
DLC Group of CompaniesPanelists
Alix Boyd
Regional Vice President, Eastern Canada
Radius FinancialLeanne Conroy
Director of Sales & Business Development
MCANJames Grantis
Director of Investments
Hosper MortgageVrushank Muzumdar
Business Development Manager
Lendfinity -
Networking break in expo hall
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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
Canada Mortgage Editor
Key MediaPanelists
Michael Forshee
President
Glasslake FundingNick Kyprianou
President/CEO, Director
RiverRock MICSteven Lang
National Sales Manager
VWR Capital CorpMike Spero
Chief Operating & Financial Officer
Canadian Mortages Inc. -
Networking break in expo hall
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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
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
Chief Executive Officer, Co-Founder & Director
Pineapple -
Networking break in expo hall
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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
Managing Partner
Clover PropertiesPanelists
Zeynep Babir
Director of Business Development
8Twelve MortgageDalia Barsoum
Founder & Mortgage Broker
Streetwise MortgagesRakhee Dhingra
Broker of Record
Mortgage SavvyKerri Reed
Executive Vice President
Premiere Mortgage Centre -
Closing remarks from chairperson
Hali Noble
Managing Director, Broker
Fisgard Asset Management Corporation -
Extended expo networking time
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End of summit
2024 SPONSORS
platinum Sponsor
gold Sponsors
SILVER Sponsors
EXHIBITORS
2023 VENUE
PEARSON CONVENTION CENTER
- 2638 Steeles Ave E, Brampton, ON L6T 4L7
- 905-494-0444
- https://pearsonconvention.com/
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
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.
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
THANKS FOR TAKING PART IN the Canadian Mortgage Summit 2023
Missed the 2023 event? Register your interest to participate in Canadian Mortgage Summit 2024