Toronto



We look forward to seeing you next year! 
See 2019 agenda below. 



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.


Rates

AMP: $99 + tax
Member: $119 + tax
Non-Member: $179 + tax


MAR
7
2019



LOCATION
Pearson Convention Center
2638 Steeles Avenue East 
Brampton, ON L6T 4L7





Agenda

 

Registration
8:00 am - 9:00 am

Registration Desk Sponsored by:

EQB_Logo_Horizontal_EN

Delegate Bag Sponsored by:
Fisgard





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PRE-EVENT BONUS SESSION
HOW TO MAKE IT RAIN WHEN YOU'VE
BARELY GOT YOUR FEET WET

Julie Brenneman
The Mortgage Centre - Hometown Financial
8:00 am - 8:45 am

Successfully completing your mortgage agent licence and printing those business cards are only the first step in the ongoing dedication it takes to have a profitable mortgage business. This presentation will help new agents learn how hit the ground running by becoming the “go to” for clients. 

Ideas discussed will include:

  • How to keep yourself top of mind all the time to your inner & outer social circles
  • How to approach Intimidating referral sources- making friends with your bankers and realtors
  • Low to no-cost marketing ideas
  • Social media marketing that gets results quickly 
  • Top 10 things I wish I’d known starting out as a mortgage agent
  • Creating raving fans that do your marketing for you




OPENING REMARKS

9:00 am - 9:30 am


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


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Michael Wolfe
Chair


Paul


Paul Taylor
President and CEO


REGULATORY UPDATE

9:30 am - 9:45 am


The Financial Services Regulatory Authority will provide an update on the latest in provincial regulation including the transfer of oversight from FSCO.


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Huston Loke
Executive Vice-President, FSRA


Session Presented by:

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SESSIONS



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HIRING AN ASSISTANT

Julie Brenneman
The Mortgage Centre - Hometown Financial
9:45 am - 10:15 am

Most mortgage brokers wait until they are too busy to hire help because of the fear of being unable to pay an assistant. Join Julie as she helps ease this fear by explaining how assistants can pay for themselves and make you money! Julie will also cover how to keep your assistant busy when you are not, and how to hire the right person the first time, and how to find them!


Session Sponsored by

Manulife MPP New






Refreshment Break
and Trade Show

10:15 am - 11:00 am

Refreshment Break Sponsored by
First National






Gregg-New-Web

HOW VULNERABLE ARE YOU?
Digital security in the mortgage industry

Gregg Paul
VP, Industry Relations, Lendesk
11:00 am - 11:30 am


As our lives and business increasingly move online, our role as custodians of client data and information becomes more and more onerous and important. This presentation will provide you with an overview of the following:

  • cutting edge digital threats and attack types
  • tools available for monitoring data breaches
  • tools available for training on cyber security
  • secure password use: tips and tricks
  • best practices for enhanced security
  • upcoming regulatory changes on security

Beyond awareness and education, you will receive immediately actionable takeaways with which you can reduce your risk of being a victim of digital theft and implement best practices in your daily life.


Ed Karthaus

THE DIGITAL EVOLUTION REVOLUTION

Ed Karthaus
EVP, Sales & Marketing, Home Trust
11:30 am - 12:15 pm


A forward-looking overview of the evolution of digital technology and services that will impact mortgage borrowers, agents and brokers, and all mortgage supply chain participants. From this presentation, you will learn:

  • What exactly is digital technology and how it’s used
  • The benefits of embracing and using digital technology in your business
  • What you can do today to leverage data to drive business growth

Session Sponsored by:

Home Trust





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CANADIAN MORTGAGE MARKETPLACE
Current State, Evolution of Connectivity & Implications of Global Trends

Tim Rye
Head, Canadian Lending Technologies, Finastra
12:15 pm - 12:45 pm

Join Tim as he discusses how marketplace connectivity works: what happens to a mortgage submission and how Expert works alongside other technology tools and service providers. Leveraging Finasta’s global scale, learn about the latest global trends in data integrity, business intelligence and lending automation in other countries.

 

Session Sponsored by:

Finastra Logo






Lunch and Trade Show
12:45 pm - 2:00 pm



Lunch Sponsored by
First National




Trade Show






Mark

INDUSTRY PANEL - We're In This Together

Mark Kerzner, Moderator
President and CEO, TMG The Mortgage Group
2:00 pm - 2:45 pm


This industry panel examines the role we each have to play to ensure that what we're doing works for both consumers and the industry.

Panelists:
David Larock, Integrated Mortgage Planners
Marc Shendale, Genworth Canada
Doreen Walsh, First National


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EXTREME REALTOR MARKETING

Joel Olson
Canadian Mortgage Experts
2:45 pm - 3:30 pm


No matter how much we try to avoid it, the referral source who interacts with the most amount of clients looking for a mortgage is a Realtor. The problem is, mortgage brokers get stuck chasing Realtors who are low producers or high maintenance. The rest "have a broker" or "all their clients are already pre-approved." There is a way to attract more Realtors, quicker and without incurring problems. Learn how to target the Realtors that nobody is chasing and how to run events that will put you in front of fifty Realtors a month. 



Session Sponsored by:
Street Capital





Trade Show & Prize Draws
3:30 pm - 3:45 pm




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