2025 Concurrent Sessions

Tom Hall
BluMortgage

Workshop: 10:30 am - 12:15 pm
If AI is already here, why does my job feel exactly the same?
When it comes to mortgage tech, it feels like you can't avoid catchy headlines like "With AI, doing a mortgage will never be the same", and "AI is here- if you haven't adopted it yet- you're already behind". But so many mortgage professionals still feel their day-to-day hasn't really changed. So how can these headlines be true?

Join this talk to understand what's real, and what's just hype when it comes to mortgages and AI, and what you can actually do today to take advantage of this exciting technology.

Tom is the founder of BluMortgage, Canada's top independent mortgage CRM and one of Canada's fastest growing companies (according to the Globe and Mail's 2024 list). In this role, he's worked with 1,000s of top brokers nationwide, and partnered with most major mortgage tech companies. Tom is also founder of the popular podcast Mortgage Tech Talks.

Red Flag Identification and Fraud Trends in the Industry
This presentation will be aimed at helping brokers to understand what they should be looking out for, what are the most common red flags in an application, and how to best protect themselves from submitting an application to a lender that contains fraudulent or falsified information.

Doug is the Director, Mortgage Security with Scotiabank, and is responsible for fraud and money laundering prevention relating to mortgages originating from both the broker channel and the Bank’s internal salesforce. Prior to that Doug established and led the Corporate Security Department for Maple Trust Company, a private Canadian mortgage lender until its purchase by Scotiabank. Before entering the private sector Doug was a police officer with the Peel Regional Police for 15 years, the last 5 years serving as an investigator in the Fraud Bureau where he led investigations into several organized crime groups involved in bank frauds.”

Master Your Mortgage Business
What if it was possible to grow a mortgage business that gave you confidence, clarity, and freedom—whether you’re just starting out or already hitting big volumes? Too many brokers, new and experienced, find themselves overwhelmed: new brokers struggle with where to begin, while seasoned brokers wrestle with the chaos of growth and the fear of scaling. The truth is, surviving deal to deal is not a business strategy—and without the right foundation, structure, and mindset, growth feels impossible. The good news is, there’s a better way. In this powerful session, business coach Renee Stribbell will show you how to master your mortgage business by creating trust with clients from the very first call, putting systems in place that bring calm to the chaos, and stepping into the CEO mindset so you can stop being the obstacle to your own growth. Whether you’re building your foundation or ready to scale, you’ll learn how to design a mortgage business that supports the life you want to live.

You’ll walk away with:
• A simple framework to structure your lead calls so clients feel seen, heard, and confident in working with you
• Key questions to ask at every stage of the client journey to clarify outcomes, responsibilities, and communication
• A roadmap for building systems and automations that reduce overwhelm, free up time, and create consistency in client experience
• How using a CRM can give you back control, calm, and clarity
• Exclusive ChatGPT prompts you can use immediately to clarify your mission, craft client emails, and create messaging that connects

If you’ve ever felt like you’re just surviving—whether as a new broker figuring it out, or a seasoned one buried in volume—this session will give you the tools and confidence to thrive. You’ll leave with clarity, confidence, and a plan to master your mortgage business—without sacrificing your life. Renee Stribbell is a no-fluff business coach and longtime mortgage broker who believes success shouldn’t come at the cost of your sanity. With over 20 years in the trenches, she’s seen too many brokers stuck in survival mode—burnt out, overwhelmed, and barely keeping up. Now, she’s on a mission to change that. Renee helps brokers bring clarity, boundaries, and confidence into their business so they can grow something sustainable and still have time for the people and moments that matter most. She’s here to remind you: you don’t have to hustle harder—you just need a better plan.

Marketing for Growth: Strategies to Propel Your Mortgage Business
Marketing for Growth: Strategies to Propel Your Mortgage Business is designed to equip mortgage brokers with actionable strategies to market effectively, build strong client relationships, and grow their businesses in today’s ever-evolving industry landscape. We’ll explore topics such as marketing automation, leveraging digital channels, and using emerging technologies to enhance the client experience. Packed with practical tips, this presentation provides the tools and inspiration brokers need to thrive now and in the future.

Katelyn Collinson is the Senior Director of Marketing at M3 Financial Group. With over 12 years of experience in the sector, Katelyn has established herself as a dynamic marketing leader dedicated to driving growth and innovation. As Senior Director of Marketing at M3 Financial Group, Katelyn oversees the creation, implementation and performance of multi-channel marketing campaigns. Her expertise spans digital marketing, social media, email marketing, content creation, event management, public relations, and strategic partnerships. Katelyn’s commitment to excellence empowers mortgage brokers across Canada to grow their businesses through effective, results-driven marketing strategies. Her leadership and creative approach continue to shape the success of the brands and professionals she supports.

Know your Private Mortgages
In this session, we will explore the essentials of private lending, starting with an overview of who private lenders are, from individual investors to private lending institutions, and the role they play in alternative finance. We’ll then walk through the private lending process, discussing key stages such as loan origination, underwriting, and disbursement, while also examining the private lender commitments, including risk assessment and loan terms. Finally, we’ll cover important considerations to watch out for in the private lending process, such as recognizing high-risk loans, understanding loan terms, and ensuring proper legal protections are in place. This session will provide valuable insights for both borrowers and lenders, helping them navigate private lending with confidence and make informed decisions.

Derek Serra brings over 25 years of experience in the mortgage industry across the insured, alternative and private mortgage sectors. His career includes executive positions leading teams, developing strategies, driving national brand growth and expanding market reach. Derek holds a BA from Trent University and is a licensed Mortgage Broker. His dedication to innovation and both the broker and client experience has been instrumental in establishing Westboro MIC as a market leader.

The Life of a Client: Elevating the Mortgage Experience from First Call to Forever Client
In today's competitive mortgage landscape, the client experience can make or break a deal-and more importantly, define your long-term business success. Join seasoned mortgage professionals Sherry Corbitt and Sharon Patton as they take you on a behind-the-scenes journey through 'The Life of a Client.' This workshop is designed to give brokers and agents-whether new to the industry or seasoned veterans-a roadmap to delivering a streamlined, consistent, and memorable client experience from the very first discovery call through to post-closing follow-up and beyond.

Sherry and Sharon will walk attendees through their personalized client timelines, sharing practical tools, proven scripts, and the 'wow' moments that set their service apart. You'll receive a customizable client journey template and get insight into the communication strategies, automation tools, and personal touches that have helped them build strong, loyal client bases.

Sherry Corbitt isn’t your typical Mortgage Broker. With over 20 years of entrepreneurial experience in real estate, coaching, and marketing, she brings a wealth of knowledge and a client-first mindset to her work. Known for her positive energy and genuine compassion, Sherry is committed to finding mortgage solutions that fit her clients’ lives—not just their finances.
She is also the lead planner of C5, a vibrant community of mortgage professionals. Outside of work, Sherry is a dedicated community advocate, organizing annual yard sales and charity zombie runs for kids, and supporting the Durham Humane Society. When she's not working, she leads a Girl Guide troop and enjoys traveling with her Disney-loving family.

Sharon Patton made the move from banking to brokering over 14 years ago and has never looked back. As co-founder of The Separation Network, she has carved out a meaningful niche in her mortgage business by supporting clients through one of life’s most challenging transitions—separation. With a compassionate and solutions-focused approach, Sharon helps clients explore outside-the-box strategies to navigate their fresh start and stay on track with their homeownership goals.
Sharon is also a Lead Planner in the C5 Community, a collaborative group of brokers and agents working together to elevate the industry and each other. Outside of work, Sharon enjoys a full life with her two teenagers, cheering them on at games and tournaments. When not in the stands, she’s often found hiking, travelling, or reflecting on her previous humanitarian work in developing countries.

Ana Cruz is a respected voice in the mortgage industry and co-founder of C5, a collaborative community of mortgage professionals. As the founder of AskAnaCruz, Ana blends strategic insight with genuine care, helping clients build strong financial foundations. She’s also the voice behind Quietly Released, a podcast that explores clarity, freedom, and the power of living life on your own terms. Ana brings a thoughtful, intentional presence to her work—whether supporting clients, guiding agents, or creating meaningful spaces for transformation. When she’s not deep in strategy, Ana is curating travel experiences, planning her next Portugal retreat, or enjoying time with her adult children——preferably near the ocean.

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Boxing with Culture
Boxing with Culture is an engaging and thought-provoking fireside chat exploring the pivotal role culture plays in the mortgage brokerage industry. Featuring Hugo Neveu, Mortgage CONSORTIUM President and Megan McDonald, Senior Vice President at MCAP, this conversation will delve into how intentional leadership and clearly defined cultural values can positively shape the future of mortgage businesses.

Attendees will gain insights on:
• Why culture matters in mortgage firms—from enhancing team morale to elevating client trust.
• The leadership behaviors that directly impact workplace culture, innovation, and resilience.
• Tangible initiatives mortgage leaders can take to foster a values-driven, collaborative, and performance-oriented work environment.
• Real-life examples and stories from the front lines of building culture in Canadian mortgage institutions.

This session is designed to spark reflection, offer actionable takeaways, and inspire leaders to champion culture as a strategic advantage in their organizations.

Hugo is a respected voice in the Canadian mortgage space, known for his dynamic leadership and people-first approach. With almost two decades of experience, Hugo brings both vision and empathy to every conversation around company culture. His background includes building high-performing teams and supporting brokerage firms through growth and transformation.

Megan brings extensive executive experience in the financial sector and a strong commitment to leadership development and culture building. At MCAP, one of Canada’s largest independent mortgage financing companies, she plays a vital role in shaping internal culture and aligning it with strategic goals.

ALT Rocks! How to Strike the Right Chord with Clients When Selling Alternative Solutions
Get ready to rock at MPC Ottawa! This concurrent session is designed to help you confidently navigate the world of alternative lending. Whether you’re new to this space or just want to sharpen your skills, we’ve got you covered.

We'll break down 7 simple steps that will help you connect with your clients, build trust, and close more deals using alternative lending products. Plus, we’re bringing a fun, music-infused vibe to make the experience not just informative, but memorable—just like your favorite rock anthem.

Join us to learn how to strike the right chord in your lending practice and make alternative solutions feel comfortable and accessible for your clients. Let’s turn up the volume on your success!

Jennifer Watts, Senior Manager Business Development for Community Trust has been in the mortgage and finance industry for the last 20 years working with both major banks and BC credit unions. Jennifer has a background as a Broker, Senior Sales Manager with a major bank and as an Area Vice President with a National brokerage. Her past roles in business banking and sales management have given her a unique perspective on the industry.

In her spare time she has volunteered as a Youth Soccer Coach, along with the BC SPCA. Jennifer has also worked with Junior Achievement in the past delivering financial programs to students, and she has volunteered with her local Board of Trade as a mentor for Women in Business.

Speak Like a Pro: A Plug-and-Play System for Mortgage Brokers Who Want More
Too many mortgage brokers miss out on opportunities simply because they don’t feel confident speaking in front of a crowd—or even on camera. But speaking isn’t a talent you’re born with; it’s a skill you can build.

In this engaging session, you’ll learn a repeatable, plug-and-play formula that works in any setting—from first-time homebuyer presentations and TikTok videos to client conversations and industry events. You’ll discover how to create engagement, build authority, and grow your business through clear, confident communication.

Walk away with a practical workbook, a proven framework, and the confidence to start using your voice as one of your most powerful business tools Monica Parkin is the Regional Vice President for Western Canada at Mortgage Architects and the bestselling author of Overcoming Awkward: The Introvert’s Guide to Networking, Marketing, and Sales. She is passionate about helping professionals grow their businesses through connection, clarity, and communication.

Having been a Mortgage Broker since, 2016, Monica has delivered a TEDx talk with over 100,000 views and spoken on stages across Canada and beyond. She has coached others to the TEDx stage and enjoys sharing her knowledge on how to speak with confidence, connect with impact, and build lasting authority through storytelling.

Doug Adlam
Adlam Innovations

The Business of Brokering: How to Build, Scale, and Sell your Mortgage Business
What if the key to building a high-performing mortgage business wasn’t more hustle — but the freedom to step away?

In this powerful and deeply personal talk, award-winning entrepreneur and industry veteran Doug Adlam shares the pivotal moment he nearly walked away from his thriving brokerage — not because it wasn’t working, but because he wasn’t. That turning point became the catalyst for everything that followed: building a saleable business that could run without him, co-founding one of Canada's top mortgage fintech companies, and creating the space to truly live his life.

Doug takes you behind the scenes of building a business designed for both growth and freedom.

You’ll learn:
• Why every broker should plan their exit from day one (even if they never intend to leave)
• The systems, tools, and mindsets that create long-term business value
• How intentional design can help you be present for the moments in life that truly matter most

This session isn’t just about business success — it’s about building a business that supports the life you want to live. If you're serious about creating a mortgage business that lasts, scales, and gives you real freedom, this talk is for you.

Doug Adlam is a nationally recognized entrepreneur, keynote speaker, and strategic advisor to Canada’s mortgage and financial industries. With over 17 years of experience, he has co-founded and exited multiple ventures—including the award-winning mortgage technology platform Finmo, acquired by Lendesk in 2020, and a successful wealth management startup focused on corporate financial planning.

He began his career scaling his family’s brokerage by 40X before serving as Director of Strategic Growth for a national brokerage, where he helped quadruple operations in just two and a half years and drive billions in annual originations. Doug has led teams recognized with three Canadian Mortgage Awards—including Best Customer Service (2015) and Brokerage of the Year – Silver (2017, 2020). A former professor at the University of Guelph, Doug taught marketing, consumer behaviour, and entrepreneurship, founding the university’s Entrepreneurship 4100 course. He holds degrees in Marketing Management and Marketing & Consumer Studies, following early studies in Computer Systems Engineering.

Doug is also the author of the soon-to-be-released The Business of Brokering, a guide to building, scaling, and selling a mortgage business. Today, he leads Adlam Innovations, helping founders, executives, and elite leaders scale businesses that thrive—and eventually exit—without them.

The first 100 guests to arrive for the session will receive a copy of Doug's new book, The Business of Brokering, compliments of CMLS.

If I Were Building a Mortgage Business in 2026
What would you do if you had to start over and build a mortgage business from scratch in today’s world? In this session, Ryan Wiley lays out exactly how he’d approach 2026 — from tech to team, from clients to content. You’ll hear stories, insights, and the key strategies that can help you not just survive, but thrive, no matter where you are in your business today.

Ryan Wiley has spent 13 years in the mortgage world and the last three coaching agents to thrive in it. He’s the founder of the Wiley Mortgage Team, co-founder of Strategy Hub Coaching Company, co-owner of the VIP Club, and the voice behind The Mortgage Game podcast—running strong since 2019. Ryan lives by the mantra “complicated is easy, simple is hard” and applies it to everything he touches, turning big ideas into simple, executable strategies. Based in BC, his mission is to change the mortgage industry one agent at a time through real mentorship, clear strategy, and zero fluff.

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D’Arcy Henneberry
MortgagePal

Workshop: 10:45 am - 12:30 pm
From Stress to Success: The Neuroscience of Creating a Resilient and High-Performance Mindset

In this fast-paced mortgage industry, stress can feel like an inevitable part of the job. But what if you could train your brain to thrive under pressure, make better decisions, and elevate your performance without burning out?

Join us in this engaging, in-person session at the MPC National Conference as we explore the neuroscience behind stress, resilience, and high performance. You’ll learn how your habitual thoughts and emotions shape your daily experience, and more importantly, how to rewire them to work in your favour.

In this hands-on session, you’ll:
• Discover how stress affects your brain, body, and ability to perform at your best
• Identify your own stress triggers and learn how to break free from the “habit of being you”
• Experience a powerful breathwork technique to shift from stress into clarity, creativity, and focus
• Walk away with simple, practical strategies you can implement immediately


This isn’t just another lecture. It’s an interactive experience designed to leave you with tangible tools to create real change. If you’re ready to shift from surviving to thriving and bring more clarity, confidence, and momentum into your business and life, this is a session you won’t want to miss.

D’Arcy Henneberry is a seasoned entrepreneur, speaker, and trainer in human potential and behavioural change. As the President of MortgagePal, he is dedicated to supporting mortgage agents in building thriving businesses by developing the skills and mindset needed to succeed in an evolving industry while fostering a culture of growth, collaboration, and excellence.

Beyond the mortgage industry, D’Arcy is a Certified NeuroChangeSolutions Consultant, trained in the neuroscience of sustainable transformation through Dr. Joe Dispenza’s methodology. He teaches the ‘Change Your Mind…Create New Results’ program, a course that equips professionals with science-backed tools to break free from limiting patterns, move beyond stress, and optimize their performance in both their professional and personal life.

D’Arcy is passionate about helping people achieve peak performance, clarity, and excellence by developing the awareness and tools to create success with more ease and confidence. His engaging, interactive approach ensures that audiences walk away with practical, actionable strategies they can apply immediately to enhance their thinking, decision-making, and overall well-being.

Beyond the Deal: Real Talk on Diversity, Inclusion & Opportunity
Get ready for a powerful, unfiltered conversation about equity in the mortgage and real estate industry. This fireside chat will explore real stories, uncover hidden barriers, and highlight the positive shifts already in motion. You'll leave with actionable insights on how to be a true advocate, create more inclusive experiences, and unlock new opportunities — because building a better industry isn't just good for people, it's good for business.

In Canada’s mortgage industry, diversity, equity, and inclusion (DEI) aren’t just buzzwords—they’re business essentials. As mortgage brokers, we serve one of the most diverse populations in the world. Our clients come from different backgrounds, cultures, and financial situations, and they deserve professionals who understand their unique needs.

A commitment to DEI means building a team that reflects the communities we serve, ensuring every client—regardless of their race, gender, age, or ability—feels understood and empowered in their homeownership journey. It’s about breaking down barriers to financing, advocating for fair lending practices, and educating lenders on the realities faced by underrepresented groups.

Beyond ethics, DEI is just smart business. Studies show diverse teams outperform their peers, bringing fresh perspectives, stronger problem-solving, and deeper connections with clients. An inclusive industry fosters trust, drives innovation, and creates a competitive advantage for mortgage professionals who embrace it.
At the end of the day, homeownership is about belonging. By prioritizing DEI in our industry, we’re not just closing deals—we’re opening doors for all Canadians to build wealth, stability, and a brighter future. Let’s make our industry as inclusive as the country we call home.

Meet Steven Boodoo, Lead Broker for The EDM Mortgage Group – Mortgage Architects. With over 15 years of financial services experience, including 11 years at TD Bank where he rose to become a top-performing Mortgage Specialist and member of TD’s prestigious Champions Club, Steven brings both expertise and passion to helping clients achieve their financial goals.

Since joining Mortgage Architects in 2020, he has earned recognition in the Presidents Club, the Rising Star Award from CMP (2021), and Mortgage Broker & Peer Mentor of the Year from AMBA. Steven is also a proud member of the award-winning Tara Borle Mortgage Team and a driving voice for Diversity, Equity, and Inclusion (DEI) across the industry.

This year, you can find him on stage at the Alberta Mortgage Conference and the National Mortgage Conference, continuing his work to move DEI initiatives forward nationwide. Beyond mortgages, Steven is active in his community—supporting Edmonton’s Food Bank, advocating for Pride, and championing inclusivity. His heart for service and leadership have earned him respect across Canada’s mortgage landscape.

Alternative Lending 101: The Broker’s Edge
48% of Canadian homebuyers used a mortgage broker in 2024—up 5% from 2023. Why? Because brokers unlock lending options banks won’t touch (or even admit exist). But if you don’t get alt lending, your clients won’t either.

And that means:

• Missed deals (hello, unnecessary declines!)
• Lost commissions (why refer when you can keep the business?)
• Clients stuck in "bank-only" thinking (yawn—time to shake things up!)

Join Leanne Conroy (MCAN’s Director of Sales) for a 45-minute power session that’ll help you:

• Flip declines into approvals (and doubts into "where do I sign?")
• Debunk alt-lending myths (spoiler: it’s not just for "risky" clients)
• Turn YOU into the go-to broker (the one clients rave about)

The future of lending isn’t at the bank—it’s with YOU. Let’s make sure clients (and your business) don’t miss out.

Alt lending = Your unfair advantage. Time to use it. 

Leanne Conroy is an expert in the alternative lending sector, having garnered numerous awards for her work. She has dedicated 20 years to the mortgage industry, with ten of those years focused on alternative lending. Leanne is a sought-after source for market trend analysis, training, and education within the industry. Leanne is an ardent advocate for women in the mortgage industry, actively working to promote gender diversity and empowerment. Her efforts to create an inclusive environment extend to her personal life, where she champions a balanced approach to work, life, and well-being. As a yoga instructor, Leanne offered free online classes during the pandemic and remains committed to her community by volunteering with organizations like the YMCA. Leanne is Regional Director of Sales at MCAN Home.

Economic Data Impacts to Mortgage Rates: What Mortgage Brokers Need to Know
An insightful presentation by Bruno Valko, titled "Economic Data Impacts to Mortgage Rates: What Mortgage Brokers Need to Know." Bruno, renowned for his ability to simplify complex statistics and present them with clarity, will provide a comprehensive analysis of the economic trends shaping mortgage rates and by extension the housing market. This session will equip mortgage brokers with crucial knowledge to navigate the evolving landscape, identify emerging opportunities, and make informed decisions that drive business success. Don't miss this opportunity to gain valuable insights from an expert who makes understanding economic data both accessible and actionable.

With over 30 years of experience in the mortgage industry, Bruno has specialized in supporting and expanding the mortgage broker segment through strategic lender relationships, training, and education. As National Vice President of Sales at RMG, Bruno's significant contributions to the Canadian mortgage industry have been recognized with induction into the CMP Hall of Fame, and in 2020, he was named among the Global 100 Best in the Mortgage category.

Growing Your Business Starts Here: Mastering the 55+ Opportunity
A powerful presentation designed to help mortgage brokers connect meaningfully with Canada’s fastest-growing and most financially influential demographic. Discover practical strategies and market insights to break age-related stereotypes, tailor your approach, and position yourself as a trusted advisor to clients 55+. Learn how to meet the unique needs of Canadians 55+—and drive business growth in the process.

Rene Quercia is SVP, Broker Channel at HomeEquity Bank, the provider of the CHIP Reverse Mortgage. He is on a mission to grow the Broker channel and unlock the potential of the CHIP Reverse Mortgage as an integral part of every Broker’s product lineup serving Canadians 55+.

Prior to this he spent over 35 years in various bank executive roles, 10 of them in the Mortgage division of TD bank, where he was responsible for leading national sales teams of over 1,000 Mortgage Specialists and the Mortgage Broker channel. Combined these teams accounted for over two-thirds of all new mortgage originations at TD. In that time, he transformed the distribution model through the broker channel, re-engineering processes, engaging a 3rd party operator and building out market share through key relationships.

An experienced financial services executive, Rene has a proven history of building successful businesses, developing people and delivering exceptional results across a national footprint. He is an authentic and inspirational leader who attracts diverse talent and nurtures an inclusive culture in creating engaged and highly effective teams.

Rene lives in Oakville with his wife and is passionate about giving back to the community.

Reprogram Your Mind to Unlock Your Results! What If the Only Real Ceiling Is in Your Head?
With the guidance of Maxime Béland (Sandler), discover that success isn’t about mastering the art of persuasion — it’s about mastering the ability to truly connect.

Learn how to:
• Position yourself in equal business stature
• Build trust without justifying yourself
• Ask the right questions to get to the heart of the issue
• Step out of the salesperson role and become a true strategic partner


An authentic, no-fluff conversation for those ready to sell differently.
For leaders, brokers, entrepreneurs, and sales professionals who are tired of “trying to convince.”

What if the real secret wasn’t to sell better… but to stop trying to sell at all?

Mélanie Larin brings with her 5 years of experience as a business owner and 10 years as a manager and trainer. In 2022, she began her career in mortgage brokerage at Multi-Prêts, with no network and no background in finance.

Just two years later:
• $30 million in mortgage volume
• 2023 Rookie Award
• 2024 President’s Award

A mother of four, a natural entrepreneur, and driven by ambition, Mélanie has built her success on three pillars: resilience, intention, and action. But her real breakthrough didn’t come from a sales script or a new product — it came from a radical mindset shift. "I turned my limits into leverage. If I did it, so can you!"

Maxime Béland brings 25 years of experience in real estate brokerage as an agency owner. Today, as an authorized franchisee of Sandler Training — the global leader in sales and management training — he helps entrepreneurs transform conversations into business opportunities through clear, consistent, and audience-adapted communication. Maxime works with growth-driven companies that are ready to take the next step but are facing internal roadblocks. Leaders who choose to work with him commit to mastering a proven methodology designed to drive sustainable growth.

Outside of work, Maxime is a husband, a father of three, and a passionate student of personal development and discipline — two values that guide him daily.

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Financial Crimes: The Lure of Canadian Real Estate (Fireside Chat)
A fireside chat with Sue Hutchison, President & CEO of Equifax Canada, and Dr. Christian Leuprecht, Professor at Queen’s University and Editor of Dirty Money: Financial Crimes in Canada, exploring key economic and industry trends, with insights into mortgage fraud and the impact of ‘dirty money’ on both the sector and the larger Canadian economy.

Handling Client Objections with Confidence: Close More Mortgage Deals
Discover how to turn client pushback into powerful sales momentum. This session empowers mortgage professionals to recognize objections as opportunities, respond with confidence, and build stronger client relationships. Gain proactive strategies, practical tools, and real-world examples to address concerns early—and close more deals with ease.

Mohinder Pal Singh is the visionary Co-Founder and CEO of AKAL Mortgages Inc., a nationally recognized brokerage known for its high-performance culture and values-driven leadership.

Guided by the philosophy of “Driving Success Together™,” Mohinder Pal has empowered mortgage professionals across Canada to grow their businesses, build lasting legacies, and elevate the client experience. Through AKAL’s national franchise platform, he continues to raise the bar in the mortgage industry—redefining standards and inspiring a new generation of brokers to lead with purpose, precision, and partnership. Under his leadership, AKAL Mortgages lives by the motto: “When We Say Yes! We Stand Behind Our Promise®.” It’s more than a slogan—it reflects Mohinder Pal’s unwavering commitment to trust, integrity, and support for clients and brokers alike.

Mortgages, Money & the Midlife Crisis: A Guide to Selling or Buying a Mortgage Book of Business
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, 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!

Bonus – hear stories from brokers who sold, bought and transitioned business within the family.

Veronica Love, a powerhouse in the Canadian mortgage and real estate industries, Veronica brings over two decades of visionary leadership and innovation. As the Chief Revenue Officer at TMG The Mortgage Group and a Past Chair of Mortgage Professionals Canada, she’s known for driving growth, shaping strategy, and inspiring excellence across the country.

Veronica is a dynamic speaker and passionate advocate, recognized as a Woman of Influence, a CMP Global 100 professional, and the recipient of multiple national awards for leadership and impact. Whether she’s mentoring, moderating, or rappelling down Toronto City Hall for a cause—yes, really—Veronica leads with heart, energy, and purpose.

Show Me The Money! A dive into securitization and a peek into how mortgages are funded in Canada
Mortgages have a lot of moving parts (aka money), much of which the general public only sees at surface level. Join Jill and Marty as they delve into what brokers should know about mortgage securitization as well as the layers of where the money goes and comes from in a mortgage transaction. Marty will share the technical inner workings of a mortgage lender, while Jill translates this into broker speak and explains how this information is useful for you as a broker when talking with your clients. You will come away with a deeper understanding of how lenders work together for mortgage servicing, investments and everything that needs to happen behind the scenes to keep the Canadian mortgage market money flowing.

Jill Moellering is an award winning broker, team leader and underwriting training coach. CMP magazine awarded her as one of their Young Guns in 2019, a Woman of Influence in 2022 and 2023 as well as a finalist for the Canadian Mortgage Awards for Woman of Influence in 2023 and industry service provider in 2024 for her Mortgage Nerd Underwriting training courses. She has also been awarded with President's Club Volume awards the last 5 years with Mortgage Architects. Jill is on the co-founding organizing committee of the Elevate Women's symposium in Edmonton and is a regular presenter at MPC, AMBA, CMBA and other events across the country. She is a former AMBA Director, an author for Canadian Mortgage Professionals magazine and is also a cofounder and admin of the Newbie Mortgage Professionals facebook group assisting new brokers find support and their voice in our industry.

Marty Frenette is the President and CEO of Strive, the residential mortgage lender he co-founded in 2020. With over 25 years of experience in the financial industry across New York and Toronto, Mr. Frenette has gained a thorough understanding of financial markets, mortgage products, and operations. He started his career in 2000 at Merrill Lynch’s Global Treasury group on Wall Street, eventually becoming a Vice President of Mortgage Trading after relocating to Toronto in 2004 where he led the growth of a residential mortgage aggregation business. In 2013, Mr. Frenette joined Street Capital Bank of Canada as Senior Vice President and Treasurer. There, he helped the company secure its Schedule I bank license and played a key role in launching both its GIC deposit program and NHA MBS securitization platform. He also oversaw the bank’s balance sheet and managed funding strategies to support the growth of its mortgage portfolio.