CONNECTING AS A COMMUNITY – STRATEGIES TO EMPOWER WOMEN IN MORTGAGE

June 5, 2024 | The Carlu Toronto
#WomenInMortgageCA

This event has been approved for 4 hours by Mortgage Professional Canada

Compulsory Content – 30 minutes
Professional Development Category – 3.5 hours

ABOUT


In an industry that is rapidly evolving, staying ahead means not just keeping up with trends but also being part of the conversations that drive change. The Women in Mortgage Summit Canada is your exclusive opportunity to make powerful connections, navigate the latest industry challenges, find new inspiration to advance your career and so much more.

Join us in person in Toronto on June 5th, 2024, as the summit returns for its second year to celebrate the resilience of this evolving industry. Take part in an all-encompassing experience featuring a robust line-up of expert speakers, celebrate women leading in the industry, and gain the essential industry insights needed to elevate your career to an all-new level.

Register now and cement yourself amongst the ranks of the top leaders in the mortgage industry in 2024.

Why attend?

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    Empowering women in mortgage

    Uncover the latest strategies from thought-leaders on how to empower women in the mortgage industry

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    Invest in career advancement

    Engage in candid conversations about career advancement and business growth

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    Leadership and progression

    Unpack leadership skills and expertise crucial for your career progression

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    Economic outlook

    Discover the impact of the economy on the mortgage industry and navigate market conditions

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    Network with the best

    Network with top mortgage professionals in a welcoming setting, fostering meaningful connections

What You Will Learn?

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    Economic Insights

    Gain a deep understanding of the mortgage market, including key economic indicators and strategies to navigate current conditions

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    Empowerment Strategies

    Learn crucial leadership skills, expertise, and mindsets needed to advance in the industry, and how to support and be supported within the community

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    Industry Challenges

    Share best practices in regulatory compliance, lending, and risk management to thrive in an evolving landscape

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    Negotiation Skills

    Equip yourself with the knowledge to confidently negotiate contracts and advocate for your value

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    Growth Through Sponsorship

    Understand the importance of mentorship, sponsorship, and how to leverage these for career advancement

SPEAKERS


Leanne Conroy
Leanne Conroy

Regional Sales Director
MCAN Home Mortgage

Melissa Leong
Melissa Leong

Personal Finance Expert, National Media Personality, Best-selling Author

Hali Noble
Hali Noble

Managing Director
Fisgard Asset Management Corporation

Lauren van den Berg
Lauren van den Berg

President & Chief Executive Officer
Mortgage Professionals Canada

Ruvani Henriques
Ruvani Henriques

Vice President, Marketing, Sales & Strategy
Glasslake Funding

Natasha Bridgmohan
Natasha Bridgmohan

President & Chief Visionary Officer
The Bridg Group of Companies

Emily Boyce
Emily Boyce

Director, Marketing and Communications
Teranet Inc

Kate Brady
Kate Brady

President
Dominion Media Corp.

Sabeena Bubber
Sabeena Bubber

Mortgage Broker
Xeva Mortgage

Christine Buemann
Christine Buemann

Owner Broker
The Collective Mortgage Group

Gita Cartwright
Gita Cartwright

Business Development Manager
MCAN Home Mortgage Corporation

Cynthia Clark
Cynthia Clark

Operations Lead – Mortgage Originations
CMI Canadian Mortgages Inc.

Barbara Cook
Barbara Cook

Senior Business Development Manager
BMO

Sherry Cooper
Sherry Cooper

Chief Economist
Dominion Lending Centres

Jamie David
Jamie David

Head of Marketing & Sr. Director of Mortgages
Ratehub.ca

Rakhee Dhingra
Rakhee Dhingra

CEO, Mortgage Broker
Mortgage Savvy

Vivianne Gauci
Vivianne Gauci

Senior Vice President, Customer Experience and Chief Marketing Officer
HomeEquity Bank

Fern Glowinsky
Fern Glowinsky

President & Chief Executive Officer
Haventree Bank

Sofia Hondrogiannis
Sofia Hondrogiannis

AVP, Sales and Strategy
TD Broker Services

Dong Lee
Dong Lee

Chief Executive Officer
Axiom Innovations

Veronica Love
Veronica Love

Senior Vice President, Corporate Development
TMG The Mortgage Group

Molly Maclellan
Molly Maclellan

Associate Vice President, Operations
Magenta Capital Corporation

Jill Moellering
Jill Moellering

Mortgage Broker
Mortgage Architects

Kiki Sauriol-Roode
Kiki Sauriol-Roode

Vice President, Business Development
Sagen

Caroline Rapson
Caroline Rapson

Director of Membership
CENTUM Financial Group Inc.

Rejean Roberge
Rejean Roberge

Vice President
CWB Optimum Mortgage

Elena Robinson
Elena Robinson

Vice President, Residential Sales
First National Financial

Rosanna Stofberg
Rosanna Stofberg

Director, Total Rewards & People Orientation
Questrade Financial Group

Kate Wybrow
Kate Wybrow

Vice President
Lender Solutions, FCT

Leah Zlatkin
Leah Zlatkin

Chief Operations Officer & Mortgage Broker
Mortgage Outlet Inc.

AGENDA


All times in ET
  • Registration and breakfast
  • Opening remarks from chairperson
    Leanne Conroy
    Leanne Conroy

    Regional Sales Director
    MCAN Home Mortgage

  • Keynote Introduction
    Veronica Love
    Veronica Love

    Senior Vice President, Corporate Development
    TMG The Mortgage Group

  • Opening Keynote: Happy Go Money – How to become financially happier, stronger, and more resilient

    The last few years have been tumultuous to say the least, with households feeling the stress of rising interest rates and high inflation. When faced with daunting challenges, how can we emerge financially happier, stronger, and more resilient? Melissa Leong, one of Canada’s best-loved authorities on personal finance, says when it comes to our money, we have a lot to gain from our tough experiences. Sharing wisdom and stories from her own personal journey, Melissa distills her learning into critical lessons – the keys to unlocking financial happiness, and the tools we need to thrive during the next unexpected storm. 

     

    Melissa Leong
    Melissa Leong

    Personal Finance Expert, National Media Personality, Best-selling Author

  • Leaders’ briefing: Economic outlook – Revealing mortgage market insights

    Join us for an exclusive opportunity to hear the latest industry-focused economic outlook from a senior economist, in conversation with a senior mortgage leader. This session reveals key market updates, with data-driven insights on industry challenges and the opportunities they create. Gain valuable takeaways on: 

    • The economy’s impact on mortgage market conditions and the tools available to understand the market and assess your own critical competencies  
    • Key inflation markers and how they impact Bank of Canada’s decision-making process 
    • An enhanced lending market understanding for informed business decisions  
    • Practical ideas and insights for navigating challenging market conditions 
    • Taking a data-driven approach to address current and upcoming industry challenges 
    Sherry Cooper
    Sherry Cooper

    Chief Economist
    Dominion Lending Centres

    Hali Noble
    Hali Noble

    Managing Director
    Fisgard Asset Management Corporation

  • Speed networking

    Expand your network and meet fellow delegates in a short and snappy structured networking session. An energizing opportunity to make new connections in three brief rounds of speed networking.  

    Leanne Conroy
    Leanne Conroy

    Regional Sales Director
    MCAN Home Mortgage

  • Networking coffee break
  • Panel: Building our community – Strategies to empower women in mortgage

    The mortgage landscape continues to be male dominated, with women underrepresented in leadership positions. How can we unite as a community to support women in mortgage to lead, scale, and grow our businesses? What can we learn from each other’s unique perspectives and experiences to steer our careers? How can we help each other with leadership opportunities – and leverage the support of good male allies? Join this engaging conversation as industry leaders explore the crucial skills, expertise, and mindset needed to lead positive, inclusive change in our industry. 

    • The inside scoop: What’s the best piece of advice you’ve received from your favourite leader? 
    • How to connect as a community to advance, grow, and support each other 
    • Strategies that male allies can use to amplify women in mortgage like centring women in meetings and sponsoring talented women  
    • How to navigate imposter syndrome and judgements, and get comfortable with self-advocacy 
    • How unconscious bias is limiting the elevation of more women into senior leadership roles 
    Moderator
    Natasha Bridgmohan
    Natasha Bridgmohan

    President & Chief Visionary Officer
    The Bridg Group of Companies

    Panelists
    Christine Buemann
    Christine Buemann

    Owner Broker
    The Collective Mortgage Group

    Ruvani Henriques
    Ruvani Henriques

    Vice President, Marketing, Sales & Strategy
    Glasslake Funding

    Elena Robinson
    Elena Robinson

    Vice President, Residential Sales
    First National Financial

    Lauren van den Berg
    Lauren van den Berg

    President & Chief Executive Officer
    Mortgage Professionals Canada

  • Candid conversation: AI and its evolving impact on mortgage

    The adoption of generative artificial intelligence in mortgage has played a transformative role in our industry in recent years. When used well it can be a game-changer for improving both personal and business efficiency and customer service – but emerging AI risks and pitfalls require vigilance. What are the challenges and opportunities of adopting AI for women in mortgage? Learn crucial updates from women leading the cutting edge of AI, as they guide you through the latest mortgage use cases and anticipate future developments in 2024 and beyond.   

    • Why should women in mortgage embrace the use of AI?  
    • Explore successful use cases of generative AI in mortgage services – and the pitfalls to avoid 
    • What works for brokers and lenders? Learn timesaving tips and tricks to increase individual and organizational efficiency 
    • Discover emerging trends and AI adoption strategies to future-proof your business, including ways to analyze customer data and prevent fraud  
    Moderator
    Jamie David
    Jamie David

    Head of Marketing & Sr. Director of Mortgages
    Ratehub.ca

    Panelists
    Fern Glowinsky
    Fern Glowinsky

    President & Chief Executive Officer
    Haventree Bank

    Dong Lee
    Dong Lee

    Chief Executive Officer
    Axiom Innovations

    Molly Maclellan
    Molly Maclellan

    Associate Vice President, Operations
    Magenta Capital Corporation

  • Networking lunch
  • Panel: Navigating industry challenges – a leadership toolkit for women in mortgage

    With challenging market conditions, how do you continually adapt to a changing landscape to build your business? How will the latest regulatory updates, lending practices, and consumer protection measures affect your business? What is the role of government in shaping the mortgage landscape? With key insights on the latest industry changes, this panel of senior leaders will discuss practical strategies for adapting to change to boost your business.  

    • Taking a “back -to-basics” approach to equip you with the latest industry knowledge and tools 
    • Consider shifts in consumer demographics and preferences  
    • Explore the latest best practices in brokering, lending, underwriting, and risk management 
    • Learn what works now in client attraction, management, and retention 
    • Discover the evolving role of mortgage industry leaders in a changing landscape 
    Moderator
    Jill Moellering
    Jill Moellering

    Mortgage Broker
    Mortgage Architects

    Panelists
    Cynthia Clark
    Cynthia Clark

    Operations Lead – Mortgage Originations
    CMI Canadian Mortgages Inc.

    Caroline Rapson
    Caroline Rapson

    Director of Membership
    CENTUM Financial Group Inc.

    Rejean Roberge
    Rejean Roberge

    Vice President
    CWB Optimum Mortgage

    Kate Wybrow
    Kate Wybrow

    Vice President
    Lender Solutions, FCT

  • Idea generator: What’s your differentiator? Refreshing your personal brand

    Building a distinct personal brand is crucial to strengthening your reputation and helping you market yourself as an individual leader. How do you focus on your purpose, define your niche, and curate the skills that articulate your authentic self? This interactive session will give you the tools you need to refresh your approach and ensure your personal brand evolves with your business.  

    • Show up on social media – useful takeaways on the strategies and shortcuts that work now 
    • Demonstrate your niche expertise or diversify your business with your brand 
    • Harness new digital marketing strategies and podcast/media opportunities to find new clients and grow your business 
    • Leverage your network as advocates for brand authenticity 
    Moderator
    Rakhee Dhingra
    Rakhee Dhingra

    CEO, Mortgage Broker
    Mortgage Savvy

    Panelists
    Kate Brady
    Kate Brady

    President
    Dominion Media Corp.

    Emily Boyce
    Emily Boyce

    Director, Marketing and Communications
    Teranet Inc

    Vivianne Gauci
    Vivianne Gauci

    Senior Vice President, Customer Experience and Chief Marketing Officer
    HomeEquity Bank

  • Networking coffee break
  • Candid conversation: Negotiating contracts – What you should really be asking for

    Gender pay inequality exists at all levels, with the average top female CEO earning just 63 cents for every dollar a male CEO makes. Studies show women are less likely to get raises than men, although we ask for them as often. How can we move the dial forward and overcome gender bias when women face backlash for being assertive? This frank discussion reveals the mistakes women often make when negotiating raises, broker agreements, and splits – so you can avoid them. Empower yourself with the knowledge required to confidently negotiate your renumeration while meeting the needs of your organization.  

    • Understand your compensation expectations, incentives, and career progression  
    • Prepare for the conversation to achieve the outcome you want  
    • Explore alternative compensation models that value performance and outcomes 
    • Know your worth – how to overcome pushback and bias to successfully negotiate 
    Moderator
    Veronica Love
    Veronica Love

    Senior Vice President, Corporate Development
    TMG The Mortgage Group

    Panelists
    Sofia Hondrogiannis
    Sofia Hondrogiannis

    AVP, Sales and Strategy
    TD Broker Services

    Rosanna Stofberg
    Rosanna Stofberg

    Director, Total Rewards & People Orientation
    Questrade Financial Group

    Leah Zlatkin
    Leah Zlatkin

    Chief Operations Officer & Mortgage Broker
    Mortgage Outlet Inc.

  • Panel: Knowledge exchange – Enabling growth through mentoring

    With the younger boomer generation of mortgage professionals set to retire en masse in the next decade, the need to retain and share industry knowledge and expertise is critical as we transition to the next generation of leaders. How can we pass on invaluable industry knowledge and prevent the “brain drain” from industry veterans, while providing stretch opportunities for younger women to learn, train, and grow as mortgage professionals? This multi-generational panel will share their insights on how to effectively engage mentor/mentee relationships for the growth and success of women in mortgage.

    • Discover real-world examples of how organizations are successfully safeguarding industry wisdom
    • Leverage mentorship opportunities to share key industry experience that informs and unlocks potential in future women industry leaders
    • Recognize the role of senior women leaders in investing in others
    • Consider different approaches to mentoring that work for women in mortgage, like coaching, on-the-job training, and opportunities for stretch assignments
    • Establish best practices for maximizing mentoring relationships to equip your business for the future
    Moderator
    Barbara Cook
    Barbara Cook

    Senior Business Development Manager
    BMO

    Panelists
    Sabeena Bubber
    Sabeena Bubber

    Mortgage Broker
    Xeva Mortgage

    Gita Cartwright
    Gita Cartwright

    Business Development Manager
    MCAN Home Mortgage Corporation

    Kiki Sauriol-Roode
    Kiki Sauriol-Roode

    Vice President, Business Development
    Sagen

  • Closing remarks from chairperson
    Leanne Conroy
    Leanne Conroy

    Regional Sales Director
    MCAN Home Mortgage

SPONSORS


Gold Sponsors

  • Haventree Bank
  • Community Trust
  • Optimum Mortgage
  • HomeEquity Bank
  • Sagen

Keynote Sponsor

  • The Mortgage Group Canada Inc.

Silver Sponsors

  • Canadian Mortgages Inc.
  • First National Financial LP
  • Glasslake Funding, ULC
  • Magenta Capital Corporation
  • MCAN
  • Scarlett Network by Axiom Innovations
  • Teranet

ASSOCIATE SPONSORS

  • Finastra
  • Fisgard Asset Management Corporation
  • Home Trust
  • MCAP
  • MERIX Financial
  • The Mortgage Alliance Company of Canada
  • RMG Mortgages
  • RiverRock Mortgage Investment Corporation

MEDIA PARTNER

  • Women in the Mortgage Industry

VENUE


THE CARLU

TRAVEL PLANS

Preferred Accommodation

Hotel room rates are subject to all applicable taxes and fees. Rooms are subject to availability in each hotel from June 4 to 5. We recommend that you book as soon as possible.

MARRIOTT DOWNTOWN AT CF TORONTO EATON CENTRE

525 Bay Street, Toronto, On. M5G2L2

Book your group rate by calling 1-800-905-0667, use the group name Women in Mortgage Summit Canada 2024 or the Mini Hotel Code “WOI” to secure the discounted rate until April 30, 2024

Book your group rate for Women in Mortgage Summit Canada 

Room Rate: $399 per standard room/night
Cut-off date: April 30, 2024

MARRIOTT DOWNTOWN AT CF TORONTO EATON CENTRE

SHERATON CENTRE TORONTO HOTEL

123 Queen Street West Toronto, Ontario M5H 2M9

Book your group rate by calling 1 (888) 627-7175, use the group Women in Mortgage Summit Canada 2024 SHERATON CENTRE to secure the discounted rate until April 30, 2024

Book your group rate for Women in Mortgage Summit Canada 

Room Rate: $399.00 per traditional room/night
Cut-off date: April 30, 2024

SHERATON CENTRE TORONTO HOTEL

The event is now sold out

Please register interest to be added to the waitlist. If any seats are released we will contact you on a first come first serve basis

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