Regina Mortgage Symposium

Eric Poblete, Equifax Canada  
Mortgage Credit and Frauds Trends 2.0

Join Eric Poblete for an in-depth look at consumer credit and fraud trends in Canada—including insights specific to your local customers. Discover key trends in spending and saving habits, and learn which customers are looking to switch or renew early during this critical mortgage renewal period. Plus, get the latest updates on Canadian fraud trends, FINTRAC regulations, and new compliance rules impacting brokers across the country. Don't miss this opportunity to get your most pressing questions answered!

Eric Poblete is a sales professional with over 30+ years experience working with all vertical markets. In the last 14 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.

Regulatory Update

Debbi McCaig-Paisig from FCAA will provide an update on the latest in provincial regulation.

Presented by: Maxime St-Laurent    
Marketing for Growth: Strategies to Propel Your Mortgage Business in 2025

Marketing for Growth: Strategies to Propel Your Mortgage Business in 2025, is designed to equip mortgage brokers with actionable strategies to market effectively, build strong client relationships, and grow their businesses in the ever-evolving industry landscape. We will cover topics like marketing automation, how to leverage digital marketing channels, and emerging tech to enhance the client experience. Packed with practical tips, this presentation provides the tools and inspiration brokers need to thrive in 2025.

An experienced sales & marketing executive in digital marketing, sales, e-commerce, business analytics and database management, Max is a business Swiss Army Knife. A dedicated professional, his day to day revolves around revenue generation, project management and market growth. Max currently works for M3 Financial Group as Senior Director, Strategy, assisting and delivering the necessary tools, support, content and processes to support the retention & sales forces. Previously, Max worked in the sports & entertainment industry for the Montreal Canadiens & Formula 1 Grand Prix du Canada as well as for two trailblazing Canadian tech startups, Coco Village & Edgegap.

Veronica Love, TMG The Mortgage Group
Mortgages, Money & the Midlife Crisis: A Guide to Selling Your Book

Are you ready to unlock the secrets to making your mortgage book sale-worthy—or scoring a deal that truly works when buying one? In this funny and no-fluff session, Veronica Love will share the real do’s and don’ts of succession planning in the mortgage industry. Whether you’re prepping your mortgage book for sale, thinking about purchasing someone else’s, or just starting out and want to build a solid foundation from day one, this session will give you the insider knowledge you didn’t know you needed but can’t afford to skip.

Too often, mortgage brokers drift off into retirement without ever maximizing the value of their book, leaving money (and opportunity) on the table. Even fewer know how to profit before leaving the business altogether. Veronica pulls back the curtain with real-life examples, juicy tips straight from brokers who’ve been there, and actionable steps to ensure you’re not just prepared but positioned for success.

Expect a healthy dose of humor, a touch of reality (because deals can get wild!), and plenty of practical advice to navigate this critical step in your career. From negotiating the perfect price to avoiding hidden pitfalls, this session will arm you with the questions to ask, the research to do, and the strategies to maximize your success—whether you’re buying, selling, or laying the groundwork for a mortgage business that’s built to last. Don’t miss out—this could be the most profitable 40 minutes of your year!