Stay ahead of the game by discovering the latest mortgage information and insights designed to help tackle business challenges, reveal practical solutions and create new opportunities.


AMP: $79 + tax
MEMBER: $99 + tax
NON-MEMBER: $149 + tax

AMP: $99 + tax
MEMBER: $119 + tax
NON-MEMBER: $179 + tax


Halifax Convention Centre
1650 Argyle Street
Halifax, ON B3J 0E6


8:00 am - 9:00 am

Registration Desk Sponsored by:
Equitable Bank

Delegate Bag Sponsored by:


9:00 am - 9:45 am

Hear from Chair, Lionel Lewko and President and CEO, Paul Taylor as they provide an update on the association’s activities specifically as they pertain to recent government relations initiatives.


Lionel Lewko


Paul Taylor
President and CEO


9:45 am - 10:00 am

The Financial Services Commission of Ontario will provide an update on the latest in provincial regulation.



Heather Driver
Director, Licensing Branch


Andrew Scott

Housing Market Intelligence For Your Business

Andrew Scott
Canada Mortgage and Housing Corporation

10:00 am - 10:45 am

Learn how to leverage local housing market information, including market conditions and trends, in order to better serve clients and strengthen your business. The session will also help identify how regional market conditions may impact the industry going forward.

Session Sponsored by:

Refreshment Break
10:45 am - 11:00 am

Sponsored by:
Manulife Mortgage Protection Plan

Jonah Bonn

How to Effectively Package a Commercial Mortgage Transaction

Jonah Bonn

Ontario Wealth Management Corporation
11:00 am - 11:30 am

Gain insight and tips on how to effectively originate and package a successful commercial mortgage application for a commercial lender.  


Matthew Ablakan

The Millennial Dilemma: How to Relate to the Millennial Generation  

Matthew Ablakan
Millennial’s Choice Mortgages

11:30 am -12:00 pm

In an ever-changing environment, mortgage agents and brokers are faced with new rule changes, increasing interest rates and tougher lending guidelines. In addition, how does one relate to the largest, up and coming buying demographic, the Millennial generation? Millennials are growing frustrated because they are not able to find a professional that is relatable and can understand their needs.

This presentation will show you a number of different ways that mortgage professionals can accommodate this generation, including the use of technology, different avenues available to purchasers, and how to engage this generation. 

Session Sponsored by:
Street Capital

Lunch and Trade Show
12:00 pm - 2:15 pm


  • Alta West Capital
  • B2B Bank
  • Bridgewater Bank
  • Canada Guaranty
  • CMLS Financial
  • Community Trust
  • DLC Commercial Group
  • Effort Trust
  • Equitable Bank
  • Equity Financial Trust Company
  • First National
  • Genworth Canada
  • Gingko Mortgage Investment Corp
  • Home Trust
  • ICICI Bank
  • JV Capital
  • Magenta Capital Corporation
  • Manulife Mortgage Protection Plan (MPP)
  • MCAP
  • Mercury Mortgages
  • Merix Financial 
  • Morrison Financial
  • Mortgage Professionals Canada
  • NCHR Consulting & Recruitment Services
  • New Haven Mortgage Corporation
  • Ontario Wealth Management Corp
  • Oppono Lending Company
  • Pillar Financial Services
  • Rabideau Law
  • RDA Insurance
  • RMG Mortgages
  • Romspen
  • Secure Capital MIC
  • Street Capital Bank of Canada
  • TD Canada Trust
  • Teranet
  • Transunion
  • Vault Mortgage Corporation

Trade Show

Sherry Corbitt

The Top Eight Apps Every Entrepreneur Needs

Sherry Corbitt
Mortgage Intelligence

2:15 pm - 2:45 pm

You may have heard the saying “there’s an app for that” and it's true. The market is flooded with them. From tracking financials to making to-do lists, which apps are the best for you and how can they help your business?  Learn which apps are best for entrepreneurs, how apps can make your day easier and more productive, and why even the least tech savvy among us CAN and SHOULD use apps for their business. 

Session Sponsored by:
First National

Home Trust

Why B20 Makes it Even More Critical to Add Alt-A Clients to Your Business

Mike Forshee
Ed Karthaus

Home Trust

2:45 pm - 3:30 pm

As B20 changes are making it increasingly difficult for borrowers to qualify for a mortgage with an A Lender, this new group of borrowers represents an additional segment for the broker community. Discover how brokers who deal primarily with A clients, can easily introduce more Alt-A business into their book.

Session Sponsored by:
Home Trust

Continuing Education Units
The symposium earns you 4 AMP CEU (2 Professional Development and 2 Compulsory)