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Our Halifax Mortgage Symposium can help mortgage professionals 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.

This is a must-attend event for mortgage professionals – you don’t want to miss it!

And don’t forget about our trade show which provides dedicated time for companies to present their latest products and services as well as a chance for mortgage professionals to see what’s new in the marketplace.



  • AMP: $79 + tax
  • Member: $99 + tax
  • Non-Member: $149 + tax

NOTE: Onsite registration will be an additional $50 + tax.

Agenda Quick Links:

We can’t wait to see you there!

East Coast Kitchen Party

All registered attendees are also invited to join us after the Symposium for our East Coast Kitchen Party at:

Gahan House Nova Centre
1615 Grafton Street, Halifax
Monday, June 20 from 4:00 – 6:00pm.


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

Registration and Continental Breakfast

8:00 - 9:00 AM AT

Registration Desk
Sponsored By:
Equitable Bank

Continental Breakfast
Sponsored By:

9:00 AM AT

Opening Remarks and Association Update

Hear from Chair Joe Pinheiro and President & CEO Paul Taylor as they provide an update on the association’s activities including recent government relations initiatives.

Joe Pinheiro

Joe Pinheiro

Paul Taylor

Paul Taylor
President and CEO

9:30 AM AT

Taming the Dragon: How to Deal with Angry Clients & Overworked Referral Partners and Underwriters

Are you ready to tame the fire-breathing dragons in your mortgage business? Monica will present real-life examples of conflict that are relevant to the mortgage industry, with actionable solutions. You will leave with simple strategies and tools that you can use to immediately start improving the quality of your interactions with clients and partners.


Monica Parkin
Director of Community Engagement, Invis Pacific View Mortgages

Refreshment Break and Trade Show

10:00 - 10:15 AM AT

Refreshment Break Sponsored By

Trade Show Sponsored By:

10:15 AM AT

FCNB Update

The Financial and Consumer Services Commission of New Brunswick will provide an update on the latest in provincial regulation.


10:45 AM AT

Scaling Your Business: Growth Might Make the Headlines, but Scaling Makes the Business

Join Barb, a passionate, results-driven sales professional, as she shares strategies to scale your business to the next level. With more than 18 years of experience in the financial service industry, Barb will share ways to take your business to the next level by scaling your business and how your personality could be helping or hindering your success.

Barb Cook

Barb Cook
Vice President Franchise Development, Mortgage Centre Canada

Lunch and Trade Show

11:30 AM - 1:00 PM AT

Lunch Sponsored By:

Trade Show Sponsored By:

1:00 PM AT

The Changing of The Tides: Navigating Through a Rising Rates Environment

Join our panelists as they discuss the ins and outs of variable rate mortgages, the implications of rising interest rates for variable rate borrowers and how best to navigate through potentially challenging conversations.

2:00 PM AT

Your Story Changes Everything: Talking About Yourself for Meaningful Professional Relationships

If someone asked, “Why should I trust you?”, what would you say? Stories about yourself are an effective way to establish trust and build meaningful relationships with clients and colleagues. After all—people form meaningful relationships with other people, not their work product.

But what can you say about yourself? How do you know which parts of your life are interesting? Is it OK to be funny? Should you be vulnerable? Chris Graham, head of speaker coaching at TEDxToronto, answers these questions using the same tools used by successful TEDx speakers.

Specific learning outcomes include understanding:

  • How to identify stories that illustrate your values and help people recognize they share your values
  • How to tell a good story about yourself, including how to create opportunities to share that story
  • When and how to be funny and vulnerable
  • How to coach your colleagues to develop and share their own meaningful stories


Chris Graham

Continuing Education Credits

This symposium earns you 3.75 CEUs (3.25 Professional Development and 0.5 Compulsory).

Exhibitor List

  • Axiom Innovations
  • CMLS Financial Ltd.
  • CWB Optimum Mortgages
  • FCT
  • First National Financial LP
  • Graysbrook Capital
  • Haventree Bank
  • Indigoblue Mortgage Investment Corporation
  • Invis Inc.
  • Manulife Mortgage Protection Plan
  • MCAP
  • MERIX Financial Inc.
  • Mortgage Professionals Canada
  • RFA Mortgage Corporation
  • RMG Mortgages
  • Sagen Mortgage Insurance Company Canada
  • Strive
  • TD Canada Trust


To reserve a room at the Prince George Hotel, 1725 Market Street, please call 1-800-565-1567/902-425-1986.

Please be sure to identify yourself as being with Mortgage Professionals Canada in order to qualify for the group rate of $189 per night.

Cut-off Date:  May 24, 2022.