Ottawa Mortgage Symposium

Take your career to the next level with our Ottawa Mortgage Symposium—a must-attend event crafted for mortgage professionals who want to stay ahead. Dive into the latest industry insights and gain practical strategies to conquer business challenges, find fresh solutions, and uncover new opportunities for growth.

Explore our trade show, where companies showcase cutting-edge products and services, giving you an exclusive look at the latest innovations in the marketplace. Don’t miss this unique chance to connect, learn, and elevate your expertise! This event will be presented in English.

Continuing Education Units for AMPs, AMPCs, and PMPCs: Attendees earn 4 CEUs (2 Compulsory Unit, 2 Professional Development Units).

Networking Reception

More details to come!

Upcoming Event:
February 4, 2025

Infinity Convention Centre
2901 Gibford Drive
Gloucester, ON K1V 2L9

$130 Members
$180 Non-Members

Barbara Cook and Lauren van den Berg, MPC
Opening Remarks & Association Update

Hear from Chair Barbara Cook and President & CEO Lauren van den Berg as they provide an update on the association’s activities including recent government relations initiatives.

Ivan Ruiz, Public Speaking Lab
Communication Bootcamp

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

Refreshment Break

Eric Poblete, Equifax
Mortgage Credit and Fraud Trends 2.0

Eric Poblete is a sales professional with over 30+ years experience working with all vertical markets. In the last 12 years Eric has worked with Equifax Canada with a focus on the mortgage, rental and housing industries. As the Equifax ambassador for the mortgage broker market, he has provided extensive support and education to all the varied stakeholders including brokers, lenders, underwriters, real estate agents, and insurers helping them to understand credit, compliance, financial trends and fraud directly and indirectly related to the mortgage market.

Regulatory Update

Lunch and Tradeshow

Cameron Field, The Vidocq Group
Mortgage Fraud in Canada: Challenges, Solutions and Intelligence Sharing

Join Cameron for an overview of the issues and problems facing mortgage providers. KYC standards and a risk-based approach are juxtaposed with robust sales targets. Greater due diligence, information and bad actor intelligence sharing will be discussed. By leveraging situational awareness, intelligence and robust KYC frameworks a better experience for customers and top line revenue is possible.

Cam is a Vice President with The Vidocq Group. He leads the firm’s Toronto operations where they consult on financial crime, money laundering, sanctions, regulatory risk, investigative due diligence, and complex corporate investigations. Prior to that he worked in the anti-money laundering team at BMO Financial Group as the head of intelligence liaison and operational effectiveness. Before his career in the private sector, he served 32 years with the Toronto Police Service and retired in 2017. He served in many roles including Officer in Charge of the Threat Assessment, Investigative Training and the Corporate Crimes Unit. He currently sits on the Private Sector Liaison Committee for the Canadian Association of Chiefs of Police. He received a BA in Justice Studies, a MSc in Criminology and s a certified anti money laundering specialist. He speaks internationally and has published numerous articles and publications on financial crime and money laundering.

Katelyn Collinson, M3 Financial Group
Marketing for Growth: Strategies to Propel Your Mortgage Business in 2025

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.