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Saskatoon Mortgage Symposium

Our Saskatoon 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!

Our trade show which 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


May 7, 2024

Saskatoon Inn & Conference
2002 Airport Dr
Saskatoon, SK S7L 6M4

$125 Members
$175 Non-Members


NOTE: $30 extra for onsite registrations.

Sponsored by:




9:00 AM - 9:20 AM
Opening Remarks & Association Update

9:20 AM - 9:40 AM

Debbi McCaig-Paisig, FCAA
Regulatory Update

The FCAA will provide an update on the latest in provincial regulation..

9:40 AM - 10:25 AM

Presented by: Jill Moellering
Not Every File

Not every file will fund, should fund or deserves to fund with you. Jill will delve into client psychology to help you navigate rate shoppers, declines and saying no. Creating a do not do list and how to identify those files earlier on in your process, when to cut your losses and save your time for the files that do work. As well as identifying a few sales techniques to help you close more leads.

Jill Moellering is just another mortgage agent, she puts her work sweats on one leg at a time. She started in this industry in 2018 and quickly grew her business convincing hundreds of people to provide her with all of their personal identifying documentation. In addition to running an award winning business personally, she also mentors and coaches a team of agents and contributes regularly on industry facebook forums; particularly the newbie mortgage professionals page of which she is a founding admin. She has presented at numerous MPC New Agent Symposiums, is on the AMBA Board of Directors, runs a successful underwriting training course (The Mortgage Nerd) and is a 2022 and 2023 Women of Influence.

10:25 AM - 10:40 AM
Refreshment Break

10:40 AM - 11:25 AM

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.

11:25 AM - 12:10 PM

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 Okanagan. She has an International Coaching Federation Accredited Certificate in Organizational Coaching from the University of British Columbia. 

12:10 PM - 1:10 PM
Lunch and Tradeshow

1:10 PM - 1:55 PM

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.

1: 55 PM - 2: 40 PM

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.

2:40 PM - 3:30 PM

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:

  • He is a top-rated instructor on Coursera with over 100,000 learners
  • He is a top-rated instructor on Udemy with over 50,000 students
  • He was the official host for FIFA 2022, Invictus Games 2017 & PanAm Games 2015
  • The largest crowd he ever spoke in front of was 50,000
  • He wrote a book called "End Boring"
  • He can teach you how to salsa dance .



Jill Moellering
Mortgage Architects
Eric Poblete
Equifax Canada
Cherolle Prince
Equifax Canada
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Heather Thoma
male silhouette
Brian HuttonM3 Financial Group
Ivan Ruiz
Public Speaking Lab
female silhouette
Lee- Ann McEllister


  • RMG


To reserve a room at the Saskatoon Inn & Conference Centre, located at 2002 Airport Dr, please click here or call (306) 242-1440 and be sure to identify yourself as being with Mortgage Professionals Canada in order to qualify for the group rate.

$149 per night
Cut-off date: April 6, 2024

Reserve a room

Networking Reception

Don't forget to join us for our reception on May 6th from 5:00 PM - 6:30 PM at the Saskatoon Inn & Conference!

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