Our Winnipeg 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!
In between inspiring and informative sessions, our trade show 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.
Continuing Education Credits: 4 CEUs – 1 Compulsory, 3 Professional Development
Interest in exhibiting at this event? Click here
Upcoming:
May 9, 2024
RBC Convention Centre
375 York Ave
Winnipeg, MB R3C 3J3
$125 Members
$175 Non-Members
NOTE: $30 extra for onsite registrations.
Sponsored by:
Presented by: Jeff Shypit, Robertson Shypit Soble Wood
Mortgage Issues – What Lawyers See and Say
Jeff Shypit stablished the firm in 1981 and today, has one of the largest real estate practices in the province. Jeff prides himself on the ability to communicate his extensive expertise in real estate to clients in a simple "non-jargon" way that is easy to understand. He is a lecturer for the Manitoba Real Estate Association's continuing education course on real estate as well as a frequent instructor at various other seminars and forums. Jeff is married with two children and when he is not at the office, he spends his time driving his kids from one activity to another. He also does some work for charities.
Presented by: Lee-Ann McEllister
The Science of Human Connection
In the dynamic realm of mortgage brokering, achieving professional success extends beyond financial acuity to the mastery of interpersonal skills. The talk, "The Science of Human Connection: Mastering Networking, First Impressions, and Deep Conversations for Mortgage Brokers," unveils the strategic elements crucial for establishing meaningful connections within the industry. Delving into the science behind effective networking, the presentation offers practical insights on identifying key opportunities, crafting lasting first impressions, and navigating conversations to build deep, trust-based relationships. Mortgage brokers will gain valuable tools and strategies to enhance their networking prowess, create compelling introductions, and engage in conversations that transcend the transactional, ultimately propelling their careers to new heights in an increasingly competitive landscape.
Mom, Wife, Loving Friend and Director of Sales at MCAP. Lee-Ann's passion has always been empowering people by asking better questions of themselves and the world around them. Being in service of others is important to her and she currently serves as Chair of BCLGA – BC Lenders Group Association and Director on the board for Habitat for Humanity Okanagam. She has an International Coaching Federation Accredited Certificate in Organizational Coaching from the University of British Columbia.
Presented by: Eric Poblete and Cherolle Prince
Mortgage Compliance Essentials
Equifax will assist all mortgage professionals in understanding the importance, and how to comply with the anti-money laundering and anti-terrorist financing regulations, established by the Financial Transactions and Reports Analysis Centre of Canada (FINTRAC), under the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA).
Eric Poblete is a sales professional with over 30+ years experience working with all vertical markets. In the last 12 years Eric has worked with Equifax Canada with a focus on the mortgage, rental and housing industries. As the Equifax ambassador for the mortgage broker market, he has provided extensive support and education to all the varied stakeholders including brokers, lenders, underwriters, real estate agents, and insurers helping them to understand credit, compliance, financial trends and fraud directly and indirectly related to the mortgage market.
Cherolle is a financial crime professional with over 20+ years of experience in the Canadian financial industry. She has extensive experience in retail, small business and commercial banking fraud and was responsible for the development and execution of fraud strategy (Canadian and U.S.) at two major Canadian financial institutions. At Equifax, Cherolle leads a team of analytic consultants that provide data and analytics expertise to help customers solve complex business problems related to fraud.
Presented by: Heather Thoma, FCT
Riding the Renewal and Refinance Wave
With over 3 million Canadians having a mortgage up for renewal in the next year, we’ll take a deep dive into those renewals cycles and best practices to ensuring your client’s switches and refinances go smoothly. In this session we’ll review best practices in approach common challenges, new tools to facilitate better closing, and how to support your clients through to close.
An Industry professional with over 20 years in the financial sector, Heather Thoma has actively supported the mortgage industry with FCT for the last 10 years. With prior experience in residential and commercial lending, as well as, 6 years in the credit card industry she shares a passion for helping partners deliver exceptional customer experiences. Heather holds a Bachelor of Science Degree from the University of Alberta and is a current MBA candidate with the University of Cape Breton. In her personal time she can be found spending time with her husband Jason, 2 daughters Abby & Piper and their dog Potato travelling as far away from Canadian winter as possible, being a dance mom or sneaking in a few moments to catch up on a great book.
Presented by: Brian Hutton
AI-Driven Technology in the Mortgage Brokerage Industry
Join us for an informative and thought-provoking presentation on the intersection of Marketing & Artificial Intelligence in the Mortgage Brokerage Industry in Canada. Learn about the latest developments in AI and how it is changing the marketing landscape and impacting the industry. Discover the potential benefits and challenges of using Artificial Intelligence and get knowledge on the tools that are reshaping how small business operates.
Brian Hutton oversees all the digital marketing efforts for the M3 Financial Group and is also the marketing head for INVIS & MI. As the digital marketing lead for the biggest brokerage network in Canada, he is a passionate believer in applying new age technology to his brokers marketing efforts. His in-depth knowledge of SEO, website optimization, AI applications, social media engagement and marketing strategy have helped brokers enhance and streamline their online presence. Brian’s experience and hands on approach with brokers have made him a fan favorite across the country.
Brian has over 20 years of marketing experience; notably having previously worked at HBC for 10 years before joining M3 in 2017.
Presented by: Ivan Ruiz
BCC: Break Creative Convince
In this interactive keynote seminar participants will learn an actionable strategy to help them break the ice with new clients, create a unique value proposition and a tactic to become more convincing.
About Ivan
Bio's are boring. Instead here are some fun facts about Ivan:
Lee-Ann McEllister
MCAP
$213 per night
Cut-off date: April 9, 2024
Call (204) 942-0551 to reserve
Don't forget to join us for our reception on May 8th from 5:00 PM - 7:00 PM at Blaze Bistro and Lounge at Delta Hotels.
