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Virtual New Agent Symposium logo

We look forward to seeing you next year! 
See 2019 agenda below. 

Join us on the afternoon of Monday, September 12 for the Virtual New Agent Symposium - Fall Edition.

Our Virtual New Agent Symposium brings together speakers and mentors to help support those new to the mortgage industry as well as individuals looking to brush up on the mortgage basics. Strengthen your mortgage career with informative sessions and unique networking opportunities. Meet other newcomers, connect with industry veterans, and get the advice you need to take the mortgage world by storm – all from the comfort of home. 

Learn more and register below.

This event will be presented in English with closed captioning available.


Members: $25 + tax
Non-Members: $50 + tax

Fall Symposium Sponsors:


Equitable Bank Logo



Monday, September 12th

12:00 pm ET

Opening Remarks

Hear from MPC Vice Chair and our Event Host, Veronica Love.



Veronica Love
Event Host

12:05 pm ET

So you want to be an entrepreneur?: How to Leave the Employee Mindset and Succeed as an Agent

Join Josie as she teaches how to change your framework to think and act like a business owner, including:

  • Adapting people skills from a previous industry to the mortgage industry
  • Learning from leaders and adapting their skills to yours
  • Knowing when to follow gut instincts 
  • Setting expectations and client management with confidence 
  • Not sitting and waiting for success!


Josie Giannola
Mortgage Agent, Mortgage Architects

12:40 pm ET

In Conversation: To Partner or Not to Partner?

Michelle and Jamie have been mortgage brokers for over 10 years each. 5 years ago, they came to realize that working together as a team would help them to grow and support each other in this ever-evolving industry. Their unique partnership hasn’t come without challenges but the trust and support they have for one another makes them a winning team. Join Veronica Love for a candid conversation with Jamie and Michelle on what makes their partnership work, why they chose to partner, and finding that work-life balance.


Jamie Cunningham
Mortgage Broker, Invis


Michelle McCullough
Mortgage Broker, Invis

1:20 pm ET

Commercial Mortgages 101 - 5 Things You Need to Know to Get Started

Join Stephen and Vanessa as they discuss the difference between commercial and residential financing, different types of commercial transactions, commercial property types, a commercial document checklist, and the commercial mortgage broker's process.


Stephen Thomas
CEO, Principal Broker
Halo Advisory/TMG Black Capital


Vanessa Thomas
Halo Advisory/TMG Black Capital

2:00 pm ET

Mentor Roundtables

Log in and start networking with industry veterans in our virtual portal. Socialize with colleagues, meet professionals from across the country, and have your biggest mortgage questions answered. Don't miss this unique opportunity to learn from and chat with these leaders! 

Click here to meet our mentors.

3:30 pm ET

Differentiating Yourself Through Digital Marketing

There’s a lot of competition out there! In this session, marketing professional Jamie VanVliet will teach new agents how to use digital marketing to differentiate themselves from other agents and brokers online. We’ll review brand strategies and social media tactics to implement that will help new agents take their mortgage business to the next level.


Jamie VanVliet
VP, Marketing & Communications
DLC Forest City Funding


We've brought industry experts from across Canada together for our Mentor Roundtables. This thoughtfully selected group represents a variety of tenure, role, and area of focus so you can connect with the right leader and have your questions answered.

Be sure to check here for additional mentors leading up to the event.

  • Rosa Bovino
    Mortgage Broker, Invis
  • Jamie Cunningham
    Mortgage Broker, Invis
  • Shirl Funk
    Mortgage Broker, Shirl Funk Mortgages
  • Josie Giannola
    Mortgage Agent, Mortgage Architects
  • Leigh Graham
    Mortgage Agent/Co-Owner, The Mortgage Professionals
  • Brian Hogben
    Mortgage Broker, Mission35 Mortgages
  • Matt Imhoff
    Mortgage Broker, Mortgages.ca
  • Michelle McCullough
    Mortgage Broker, Invis
  • Katherine McIntyre
    Mortgage Agent, DLC Forest City Funding
  • Jill Moellering
    Mortgage Broker, Mortgage Architects
  • Sarah Nixon-Miller
    Mortgage Broker, TMG The Mortgage Group
  • Mohinder Pal Singh
    Mortgage Broker/Owner, AKAL Mortgages
  • Camille Robotham
    Mortgage Agent, Search Mortgage Corp
  • Max Singh
    Mortgage Broker, TMG The Mortgage Group
  • Stephen Thomas
    CEO and Founder, HALO Advisory Inc. | TMG Black Capital
  • Vanessa Thomas
    President, HALO Advisory Inc. | TMG Black Capital 
  • Deanne Whelan
    Mortgage Broker/Owner, Verico East Coast Mortgage Brokers
  • Clinton Wilkins
    Senior Mortgage Advisor, Centrum Home Lenders 
  • Nicolle Williams
    Mortgage Agent, Canadian Tailored Mortgage Solutions