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Private Lending: Protecting You and Your Clients

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(Members Only)



Moderator: Veronica Love, AMPC | Mortgage Professionals Canada Chair
Panelists:  Robert Boyd, AMP | Principal Broker, Durham Mortgage
Hali Noble, AMP | SVP Residential Mortgage Investments and Broker Relations, Fisgard  
Date: Wednesday, March 22, 2023 | 1:00PM – 2:00PM EDT
Cost: Available exclusively to members, free of charge
CE: This webinar will be worth 1 CEU in the Professional Development Category.

  
About The Webinar

Get all you need to know about the private lending space with this new webinar. This discussion, moderated by MPC Chair Veronica Love, will equip brokers with best practices and knowledge on how to minimize risk and protect you and your clients when dealing in the private lending space.

Key takeaways include:

  • Disclosure requirements, KYC (know your lender and borrower), risk assessment, and suitability when dealing with a MIC/MIE and Private Lenders
  • Brokerage policies and procedures
  • Brokerage liabilities and E & O
  • Protecting yourself
  • Current regulatory environment, including licensing, conflicts of interest and doing business in other provinces

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    Veronica_Love_Square_Oct_2022

    Moderator: Veronica Love, AMPC
    Chair, MPC Board of Directors

    Rob_Boyd_Square_March_2023

    Robert Boyd, AMP
    Principal Broker, Durham Mortgage

    Hali_Noble_Square_March_2023

    Hali Noble, AMP
    SVP Residential Mortgage Investments and Broker Relations, Fisgard





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