Vancouver Mortgage Symposium

Our Vancouver 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

Interested in exhibiting at this event? Click here

Upcoming Event:
June 2, 2025

Pinnacle Hotel Harbourfront
1133 W Hastings St
Vancouver, BC V6E 3T3

$130 Members
$180 Non-Members

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

Eric Poblete and Lisa Kemp, Equifax Canada
Mortgage Credit and Frauds Trends 2.0

Join Eric Poblete and Lisa Kemp from Equifax as they present 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!

Regulatory Update

Tolga Yalkin from the BCFSA will provide an update on the latest in provincial regulation.

Brian Hutton, M3 Financial Group
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.

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.

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!

Moderated by: Russel Morrison Panelists: Lisa Manwaring, Sharon Davis, Shaun Zipursky, and Ray Macklem
Broker Panel: Strategies for Success in a Changing Market

Join top industry experts as they tackle the most pressing challenges and opportunities facing mortgage brokers today. From record-high mortgage renewals and client retention strategies to market trends, competitive insights, and regulatory updates, this panel will provide actionable takeaways to help you stay ahead. Learn how brokers are leveraging technology, innovative processes, and strategic client conversations to navigate today’s market—and hear their perspectives on where new growth opportunities lie. Don’t miss this engaging and informative discussion!