Hi,  


Mortgage_Symposium_Ottawa_EN

In partnership with the Eastern Ontario Lenders Association (EOLA)



Our Ottawa 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!

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.

This event will be presented in English. 

 

Rates:

  • Member: $115 + tax
  • Non-Member: $165 + tax

NOTE: Onsite registration will be an additional $30 + tax.

Agenda Quick Links:



We can’t wait to see you there!



MARCH
21
2023



Location:
Infinity Convention Centre
2901 Gibford Drive
Gloucester, ON K1V 2L9

The Ottawa Symposium is Sponsored By:

Community_Trust_Logo_EN

CMI_Logo_EN

Equitable_Bank_Logo_EN

Fisgard_Logo_EN

Magenta_Logo_EN







Registration & Continental Breakfast

8:00 - 9:00 am ET

Registration Desk
Sponsored By:
Equitable_Bank_Logo_EN

Delegate Bag
Sponsored By:
Fisgard

WiFi
Sponsored By:
Magenta_Logo_EN





9:00 am ET

Opening Remarks and Association Update

Hear from Chair Veronica Love and President & CEO Lauren van den Berg as they provide an update on the association’s activities, including recent government relations initiatives.

Veronica_Love_Square_Oct_2022

Veronica Love, AMPC
Chair

Lauren_van_den_Berg_Square_Sept_2022

Lauren van den Berg
President and CEO




9:30 am ET


Scale Your Business with these 3 Pillars of Marketing

It’s time to get back to basics to help make your business thrive in any market. Join Sherry as she covers how to increase your SEO with 4 easy (and free) Google tips. We will also explore having a strategic plan for building strong and authentic relationships with referral partners. We will finish with an actionable plan to master accountability and map out 90-days with a step-by-step plan to make sure the next 3 months - grow the foundation of your business moving forward.

Sherry_Corbitt_Square_Feb_2023

Sherry Corbitt
Mortgage Broker & Certified Divorce Financial Analyst, Mortgage Architects




Refreshment Break

10:00 - 10:20 am ET



Refreshment Break Sponsored By








10:20 am ET

Manage Your Business Like a Business

Mortgage broker activities have often focused on the transaction - getting it done!

You are providing outstanding advice to your clients - reviewing their unique situation and helping to guide them to financial solutions that meet those needs. Are you taking the time though to provide yourself with the same counsel?

Whether your goal is to grow your mortgage book of business, build a team or manage a brokerage; having the foresight to plan, strategize, and invest in your business will help you to maximize your results.

Mark will highlight a few key operational areas and questions for you to consider that will ultimately help you to maximize the value of your activities into measurable and tangible outputs, ultimately helping you to maximize the value of your business.

Mark_Kerzner_Square_June_2021

Mark Kerzner, AMP
President & CEO, TMG The Mortgage Group




11:00 am ET

Fraud Trends in the Mortgage Industry

This presentation will provide participants with an overview of current and new fraud schemes that are arising in the mortgage application process. We will raise awareness on current trends, best practices and tools used to identify and prevent fraud. You will build your understanding of key fraud terms and common schemes, improving your ability to mitigate potential fraud risk and protect your brand.

Laura_Morgan_Square_Feb_2023

Laura Morgan
Vice President Operations, Sagen Mortgage Insurance Canada




11:30 am ET

FSRA Update

The Financial Services Regulatory Authority will provide an update on the latest in provincial regulation.

Huston_Loke_Square_Feb_2023

Huston Loke
Executive Vice President, Market Conduct, FSRA






Lunch and Trade Show

12:00 - 1:30 pm ET


Lunch Sponsored By:
Community_Trust_Logo_EN

Lunch Sponsored By:






1:30 pm ET

The Disclosures You Aren’t Making But Should

With market conditions as they are, best practices to protect yourself and your clients is more important than ever. Join Karen as she shares the one-pager that she provides to all of her non-prime mortgages, in language that is easier for clients to understand.

 

Karen_Matthey_Square_Feb_2023

Karen Matthey
Mortgage Agent and Co-owner, The Mortgage Professionals



2:00 pm ET

Weathering the storm: Will 2023 be another turbulent year for housing and consumers?

After a challenging 2022 that saw the steepest interest rate hikes in 30 years, the housing and mortgage industry is now facing the very real prospects of a steep recession in 2023. Join Ben as he discusses what challenges and risks lie ahead, and is there cause for optimism beyond the negative headlines?

Ben_Rabidoux_Square_Feb_2023

Ben Rabidoux
Edge Realty Analytics



Continuing Education Credits

This symposium earns you 3.5 CEUs (2.0 Compulsory and 1.5 Professional Development)




Exhibitor List

  • Axiom Innovations
  • Bridgewater Bank
  • Brightpath Capital
  • Canadian Mortgages Inc.
  • CMLS Financial LTD
  • Community Trust
  • CWB Optimum Mortgage 
  • Equitable Bank
  • First National Financial LP
  • Glengarry Farm Finance
  • Haventree Bank
  • Home Trust
  • ICICI Bank Canada
  • Kingsmen Capital Investments
  • LendHub
  • Magenta Capital Corporation 
  • MCAP
  • Pillar Financial Services Inc.
  • Radius Financial Inc. 
  • RFA Mortgage Corporation
  • Riverrock Mortgage Investment Corporation 
  • RMG
  • Sagen Mortgage Insurance Company Canada
  • Scotia Mortgage Authority
  • TD Canada Trust
  • Teranet Inc.
  • Three Point Capital Corp. 
  • Westboro Mortgage Investment Corp. 



Accommodations

To reserve your hotel room at Hampton Inn Ottawa Airport, 2869 Gibford Drive. Please visit this link for more, or call 613-248-1113.  

Please be sure to identify yourself as being with Mortgage Professionals Canada in order to qualify for the group rate of $133 per night

Cut-off date: March 13, 2023