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Ottawa Mortgage Symposium
OTTAWA SYMPOSIUM

Connect. Learn. Grow.

Join mortgage professionals from across Ottawa and Eastern Ontario for a full day of industry insights, practical strategies and meaningful connections.

The Ottawa 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, economic 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: 3.25
OTTAWA 2026

Ottawa Mortgage Symposium

DATE February 24, 2026
LOCATION Blu Legacy Convention Centre 3750 N Bowesville Rd
Ottawa, ON K1V 1B8
MEMBERS $139
NON-MEMBERS $189

Register by February 20. 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 8:45 AM
NETWORK + EXPLORE

Fresh Start Breakfast & Trade Show

8:45 9:15 AM
OPENING

Opening Remarks & Association Update

Presented by Max Stencer and Lauren van den Berg, MPC

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

9:15 10:00 AM
ECONOMIC OUTLOOK

Economic Update

Presented by Shaun Cathcart, CREA

Explore the evolving housing landscape, including the challenges facing first-time homebuyers and the impact of delayed homeownership on Canada’s housing and mortgage markets.

About Shaun Cathcart

Shaun Cathcart is Director and Senior Economist, Housing Data and Market Analysis at the Canadian Real Estate Association. He manages the team responsible for CREA’s national resale housing database and the MLS® Home Price Index and provides housing market intelligence and analysis to the real estate industry.

10:00 10:30 AM
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.

About Jill Moellering

Jill Moellering is an award-winning mortgage broker, team leader and underwriting training coach who regularly presents to mortgage professionals across Canada.

10:30 10:45 AM
BREAK

Refreshment Break

10:45 11:00 AM
REGULATION

FSRA Update

Presented by Antoinette Leung, FSRA

The Financial Services Regulatory Authority will provide an update on the latest developments in provincial regulation.

11:00 11:45 AM
CLIENT STRATEGY

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

Presented by Matt Imhoff and Hugo Dos Reis, Prepayment Penalty Mentor

Learn how mortgage penalty insights can help brokers engage clients earlier, uncover hidden opportunities and win renewal, refinance and move-up business.

What you’ll learn
  • How penalty math can support earlier client conversations
  • How to identify high-rate mortgages worth reviewing before renewal
  • How to compare potential interest savings with the cost of a penalty
  • How to evaluate break-now versus wait scenarios
  • Practical strategies for capitalizing on the upcoming renewal cycle
About the speakers

Matt Imhoff is a prepayment penalty specialist who helps mortgage brokers understand and navigate Interest Rate Differentials and mortgage penalties.

Hugo Dos Reis is a Mortgage Broker and Partner at Vine Group. He also leads brand, marketing and growth strategy across Vine Group and Prepayment Penalty Mentor.

11:45 12:15 PM
INDUSTRY 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 improving operational performance, customer experience and long-term business resilience.

12:15 1:30 PM
NETWORK + EXPLORE

Lunch & Trade Show

1:30 1:45 PM
KEYNOTE

Keynote Address

Scott Aitchison, Shadow Minister for Housing and Member of Parliament for Parry Sound—Muskoka

About Scott Aitchison

Scott Aitchison has served in municipal and federal public office, including as Mayor of Huntsville. He was elected Member of Parliament for Parry Sound—Muskoka in 2019 and serves as Shadow Minister for Housing.

1:45 2:30 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 has more than 20 years of experience in financial services, including over a decade dedicated to alternative lending.

2:30 3:15 PM
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 strategies to future-proof your digital presence
About Brian Hutton

Brian Hutton is VP Marketing with M3 Financial Group and specializes in digital marketing, search, AI applications, website optimization, social media and marketing strategy.

NETWORKING RECEPTION

Connect Before the Symposium

Join fellow attendees the evening before the Symposium for an informal networking reception at the Sandman Signature Hotel.

Start the conversation early, make new connections and spend time with mortgage professionals and industry colleagues in a relaxed setting before the Symposium gets underway.

DATE Monday, February 23
TIME 5:30 PM – 7:00 PM
LOCATION Sandman Signature Hotel

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

Ottawa Symposium Sponsors

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

PLAN YOUR STAY

Stay at the Sandman Signature Ottawa Airport Hotel

We’ve secured a preferred room rate for Ottawa Mortgage Symposium attendees at the Sandman Signature Ottawa Airport Hotel.

PREFERRED HOTEL

Sandman Signature Ottawa Airport Hotel

250 W Hunt Club Rd
Ottawa, ON K2E 0B7

PREFERRED RATE $149 per night
BOOK BY January 23, 2026 Subject to availability.
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