The 2018 Halifax Mortgage Symposium has now concluded.       
    We look forward to seeing you next year! 

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: $109 + tax
MEMBERS: $129 + tax
NON-MEMBERS: $179 + tax


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

East Coast Style Kitchen Party

Join us after the symposium for an East Coast Kitchen Party with live entertainment and light fare! Simply click the button on the right to RSVP.  There is no additional cost to attend the party. 

We look forward to seeing you there! 

Halifax Ale House, 1717 Brunswick Street
5:00 pm to 8:00 pm 


First National

Street Capital Bank of Canada

Equitable Bank


Home Trust

Merix Trans

Symposium Agenda

Registration & Continental Breakfast
8:00 am - 9:00 am

Registration Desk Sponsored by:
Equitable Bank


9:00 am - 9:30 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


9:30 am - 10:00 am

Hear from Alaina Nicholson, Senior Compliance Officer at the Financial and Consumer Services Commission of New Brunswick, and Adam Grant, Registrar of Mortgage Brokers at Service Nova Scotia as they discuss the latest in provincial regulation.


FCNB logo + Commission name-EN

Service NS


Kevin Hughes

Housing Market Intelligence For Your Business

Kevin Hughes
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

Sherry Corbitt

Picking a Niche in a Saturated Marketplace

Sherry Corbitt
Mortgage Intelligence

11:00 am - 11:45 am

In a market place where you may be the fourth mortgage agent in a room to stand up and introduce yourself, you need to have something to make your name stick out. Having better qualifications and more understanding on a particular product will build trust and a solid business in your targeted area. This presentation will challenge you to find what you are passionate about and expand on that to become the expert your clients need.  Sherry will also use examples of successful businesses that have done niche marketing. You will come away with marketing ideas and an understanding that having a specialty can increase business revenue. 

Session Sponsored by:
First National

Jonah Bonn

How to Effectively Package a Commercial Mortgage Transaction

Jonah Bonn

Ontario Wealth Management Corporation
11:45 am - 12:15 pm

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

Lunch and Trade Show
12:15 pm - 1:45 pm

Lunch Sponsored by:
Manulife Mortgage Protection Plan


  • Equitable Bank
  • FCT
  • First National
  • Genworth Canada
  • Graysbrook Capital
  • Home Trust
  • MCAP
  • Manulife Mortgage Protection Plan
  • Merix Financial
  • Mortgage Professionals Canada
  • RMG Mortgages
  • Scotia Mortgage Authority
  • Street Capital Bank of Canada
  • TD Canada Trust
  • Vault Mortgage Corporation

Trade Show


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

Ed Karthaus
Home Trust

1:45 pm - 2:30 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

Javed S. Khan

3 Digital Marketing Trends Mortgage Professionals Cannot Ignore

Javed S. Khan

Empression Marketing
2:30 pm - 3:30 pm

Times have changed. The internet is the game changer and digital marketing can no longer be ignored and must be embraced by mortgage professionals. Taking advantage of certain trends and the avenues like LinkedIn, it creates for engagement between you and your prospects and clients like never before. From here on, you will have to make the Internet your primary source of obtaining future clients. Those who begin implementing the top three digital marketing trends will be more competitive over time than those financial professionals that elect to sit on the sidelines and do nothing to enhance their digital marketing presence.

The trends we’ll discuss will be:

  • Email marketing - the most powerful tool in your toolkit
  • Content marketing - it’s more important than ever
  • Social Media - LinkedIn is the key channel for all of you

Session Sponsored by:
Street Capital

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