Rates:

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

Agenda

Registration and Continental Breakfast

Registration Desk
Sponsored By:

Delegate Bag
Sponsored By:

Continental Breakfast
Sponsored By:

Wi-Fi
Sponsored By:

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.

Refreshment Break

10:00 - 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, AMP
President & CEO, TMG The Mortgage Group

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 of 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.

FSRA Update

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

Lunch and Trade Show

12:30 PM - 1:30 PM ET

Lunch Sponsored By:

Trade Show Sponsored By:

The Disclosures You Aren’t Making But Should with Karen Matthey

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.

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?

• Alta West Mortgage Capital Corporation
• Axiom Innovations
• Bloom Finance Company
• Bridgewater Bank
• Canadian Mortgages Inc.
• CMLS Financial Ltd
• Community Trust
• CWB Optimum Mortgage
• Deeded
• Equifax
• Equitable Bank
• Finastra
• First National Financial LP
• Ginkgo Mortgage Investment Corporation
• Glengarry Farm Finance
• Graysbrook Capital
• Haventree Bank
• Home Trust
• HomeEquity Bank
• ICICI Bank Canada
• Kingsmen Capital Investments

• LendHub
• Magenta Capital Corporation
• MCAP
• Mercury Mortgages Inc
• Merix Financial Inc
• Pillar Financial Services Inc
• Radius Financial Inc.
• RDA Insurance Brokers
• RFA Mortgage Corporation
• RiverRock Mortgage Investment Corporation
• Sagen Mortgage Insurance Company Canada
• Strive
• TD Canada Trust
• Teranet Inc.
• Three Point Capital Corp
• Vault Mortgage Corporation
• Verisk
• VWR Capital Corp
• Westboro Mortgage Investment Corp.