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Halifax Mortgage Symposium
HALIFAX SYMPOSIUM

Connect. Learn. Grow.

Join mortgage professionals from across Atlantic Canada for a full day of industry insights, practical strategies and meaningful connections.

The Halifax Mortgage Symposium brings together industry leaders, experts and mortgage professionals to explore the issues, opportunities and ideas shaping today’s mortgage market.

What to expect

  • Timely industry, market and regulatory updates
  • Practical strategies you can apply to your business
  • Insights from industry leaders and subject-matter experts
  • Dedicated networking and tradeshow opportunities
  • Total PD Hours: 3.5
HALIFAX 2026

Halifax Mortgage Symposium

DATE April 27, 2026
LOCATION Halifax Convention Centre 1650 Argyle Street
Halifax, NS B3J 0E6
MEMBERS $139
NON-MEMBERS $189

Register by April 24. A $30 late fee applies after this date.

EVENT PROGRAM

A Full Day of Ideas, Insights & Connections

Explore the day’s sessions, speakers and networking opportunities. Select a session to view additional details.

8:00 9:00 AM
NETWORK + EXPLORE

Fresh Start Breakfast & Trade Show

9:00 9:30 AM
OPENING

Opening Remarks & Association Update

Presented by Max Stencer and Lauren van den Berg, MPC

9:30 9:35 AM
KEYNOTE

Opening Keynote Remarks

Presented by Mayor Andy Fillmore

About Andy Fillmore

Andy Fillmore is the Mayor of the Halifax Regional Municipality and a former Member of Parliament for Halifax. Before entering politics, he spent more than two decades as a professional city planner and urban designer working across the public, private and academic sectors.

His career has focused on housing, infrastructure, transportation, land use and the role public policy plays in shaping growing communities. As Mayor, his priorities include accelerating housing approvals, improving affordability, addressing transportation congestion and ensuring municipal infrastructure can support continued growth.

9:35 10:00 AM
AI + MARKETING

The Death of SEO – How to Optimize Your Business for AI

Presented by Brian Hutton, M3 Financial Group

Explore how AI-driven search is changing online discovery and what businesses can do to strengthen their content, brand and digital presence for the next generation of search.

What you’ll learn
  • How AI is changing traditional search behaviour
  • What AI platforms prioritize beyond conventional keywords
  • Ways to strengthen content, branding and customer experience
  • Practical approaches to future-proof your digital presence
About Brian Hutton

Brian Hutton is VP Marketing with M3 Financial Group and oversees the organization’s digital marketing efforts. He specializes in digital marketing, search, AI applications, website optimization, social media engagement and marketing strategy.

10:00 10:30 AM
BREAK

Refreshment Break

11:00 11:45 AM
CLIENT STRATEGY

The 2026 Mortgage Penalty Playbook: How Top Brokers Win Deals Others Walk Away From

Presented by Hugo Dos Reis, Prepayment Penalty Mentor

Learn how mortgage penalty insights can help you engage clients earlier, uncover opportunities and create more renewal, refinance and move-up business from your existing database.

What you’ll learn
  • How to use penalty math to engage clients before renewal
  • How to identify mortgages where breaking early may create net savings
  • How to confidently present break-versus-wait scenarios
  • How to turn existing clients into immediate deal opportunities
  • Practical frameworks you can apply throughout 2026
About Hugo Dos Reis

Hugo Dos Reis is a Partner at Vine Group and a top-producing Canadian mortgage broker with more than 13 years of industry experience. He also leads brand, marketing and growth strategy at Vine Group and Prepayment Penalty Mentor, where he develops systems and training designed to help brokers uncover opportunities and create more predictable deal flow.

11:45 12:15 PM
ALTERNATIVE LENDING

Alternative Lending 101: The Broker’s Edge

Presented by Leanne Conroy, MCAN

Strengthen your alternative lending knowledge and learn how broader financing options can help you serve more clients, rescue difficult files and uncover new business opportunities.

What you’ll learn
  • How to recognize alternative lending opportunities
  • Ways to turn more declined files into viable solutions
  • How to challenge common alternative-lending misconceptions
  • How broader lending knowledge can strengthen client service
About Leanne Conroy

Leanne Conroy is Regional Director of Sales at MCAN Home and an experienced mortgage industry leader with more than 20 years in financial services, including over a decade focused on alternative lending.

12:15 1:15 PM
NETWORK + EXPLORE

Lunch & Tradeshow

1:15 1:30 PM
GOVERNMENT UPDATE

Remarks from Minister of Finance John Lohr

The Honourable John Lohr

About John Lohr

The Honourable John Lohr is the MLA for Kings North and has served in the Nova Scotia House of Assembly since 2013. His ministerial responsibilities include key legislation related to credit unions, insurance and securities.

A lifelong Kings County resident, Minister Lohr is also a farmer and agri-business entrepreneur with extensive community and volunteer involvement.

1:30 2:00 PM
BUSINESS STRATEGY

Renewals, Readiness & Results: Strategies to Thrive in 2026’s High-Stakes Market

Presented by Melanie Pereira, FCT

Explore practical strategies for navigating changing consumer expectations, digitization, regulatory developments and evolving risk while strengthening operational performance and the customer experience.

What you’ll learn
  • How changing consumer expectations are reshaping the mortgage experience
  • Ways to improve operational performance in a fast-moving market
  • How digitization and evolving risk are affecting mortgage professionals
  • Strategies to strengthen customer experience and long-term business resilience
2:30 3:15 PM
BUSINESS MANAGEMENT

Getting Your Business Together

Presented by Jill Moellering, Mortgage Architects

Take a practical look at the key areas of your mortgage business, including efficiency, return on investment and the information you need to stay in control of your book.

What you’ll learn
  • Key areas to focus on as a mortgage business owner
  • Ways to improve efficiency across your business
  • How to better evaluate return on investment
  • How to maintain a clearer overview of your book of business
About Jill Moellering

Jill Moellering is an award-winning mortgage broker, team leader and underwriting training coach. She regularly presents to mortgage professionals across Canada and is a co-founder of the Elevate Women’s Symposium in Edmonton.

NETWORKING RECEPTION

Start the Conversation Early

Join fellow attendees the evening before the Symposium for an informal networking reception at Pazzo Ristorante & Enoteca.

Connect with mortgage professionals and industry colleagues, make new connections and get the conversations started before the Symposium begins the following morning.

DATE Sunday, April 26
TIME 5:00 – 6:30 PM
LOCATION Pazzo Ristorante & Enoteca

Reception attendance is complimentary for registered Symposium attendees.

ATTENDEE RECEPTION

Join Us Before the Symposium

Reserve your place at the networking reception and connect with fellow attendees and industry colleagues before the Symposium begins.

RECEPTION ACCESS Complimentary For registered Symposium attendees
THANK YOU TO OUR SPONSORS

Halifax Symposium Sponsors

We’re grateful to the organizations supporting this year’s Halifax Mortgage Symposium and helping bring the industry together.

PLAN YOUR STAY

Stay at The Sutton Place Hotel Halifax

We’ve secured a preferred room rate for Halifax Mortgage Symposium attendees at The Sutton Place Hotel Halifax.

EVENT HOTEL

The Sutton Place Hotel Halifax

1700 Grafton St
Halifax, NS B3J 2C4

PREFERRED RATE $239 per night
AVAILABILITY Based on availability Book early to secure the preferred rate.
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