In partnership with the Eastern Ontario Lenders Association

The 2018 Ottawa 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


Infinity Convention Centre
2901 Gibford Drive
Ottawa, ON K1V 2L9


8:00 am - 9:00 am

Registration Desk Sponsored by:
Equitable Bank

Delegate Bag Sponsored by:


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 - 9:45 am

In this conversation-style presentation with Paul Taylor, Carolyn Rogers will discuss the rationale for the recent B20 changes and the results of the consultation process leading up to it. She will also discuss the regulatory landscape in Canada, and the interaction of OSFI with the federal finance ministry and CMHC.

Carolyn Rogers

Carolyn Rogers
Assistant Superintendent, Regulation Sector

Heather Driver

Regulatory Update

Heather Driver
Director, Licensing Branch
9:45 am - 10:00 am


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


Refreshment Break
10:00 am - 10:15 am

Sponsored by:
Manulife Mortgage Protection Plan



Housing Market Intelligence For Your Business

Anne-Marie Shaker
Canada Mortgage and Housing Corporation

10:15 am - 11:00 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:

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 speciality can increase business revenue. 

Session Sponsored by:
First National

Lunch and Trade Show
11:45 am - 1:15 pm

Lunch Sponsored by:
Manulife Mortgage Protection Plan


  • Bridgewater Bank
  • CMLS Financial
  • Equitable Bank
  • Equity Financial Trust
  • First National
  • Genworth Canada
  • Home Trust
  • Magenta Capital Corp.
  • Manulife Bank
  • Manulife MPP
  • MCAP


  • Merix Financial
  • Mortgage Professionals Canada
  • New Haven Mortgage Corp.
  • Pillar Financial Services 
  • RMG Mortgages
  • Secure Capital 
  • Street Capital Bank of Canada
  • Westboro Mortgage Investment Corp.

Trade Show


Home Trust

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

Mike Forshee and Ed Karthaus
Home Trust

1:15 pm - 2:00 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

Jonah Bonn

How to Effectively Package a Commercial Mortgage Transaction

Jonah Bonn

Ontario Wealth Management Corporation
2:00 pm - 2:20 pm

This informative session will provide mortgage agents and brokers with an overview on how to effectively originate and package a commercial mortgage application for a commercial lender. 

Refraishment Break
2:20 pm - 2:30 pm

Sponsored by:
Manulife Mortgage Protection Plan

Javed S. Khan

3 Digital Marketing Trends Mortgage Professionals Cannot Ignore

Javed S. Khan

Empression Marketing
2:30 pm - 3:15 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


Innovation, evolution and growth of a brand in an ever changing competitive environment

Jeff York

Farm Boy
3:15 pm - 4:00 pm

Born and raised in Ottawa, Jeff received an honours degree in Economics from Princeton University and achieved his Chartered Accountant designation while working at Ward Mallette Chartered Accountants. Making the leap to retail, Jeff joined Giant Tiger Stores, where after a number of years in operational and management roles, assumed the role of President. In this capacity, Jeff helped grow the business from a regional discount chain with 250 million in sales, to 1.4 billion in sales nationally as the third largest discount chain in Canada.  In 2009, Jeff joined Farm Boy with a mandate to expand the business. Under his leadership, the company has grown from a nine store chain in the Ottawa region to 26 stores in Ottawa, Kingston, Southwestern Ontario and the GTA with further expansion plans underway.


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