It’s time to rewrite the rules for Mortgage Broker success
with Richard Robbins

Richard Robbins is Co-founder and CEO of Richard Robbins International, a global sales and business coaching organization that amassed over $50 million dollars in revenue worldwide in its first ten years alone. The organization’s explosive 3000% growth is attributed largely to the transformational impact Richard Robbins’ unique methodologies have had, and continue to have, on the businesses and lives of thousands of sales professionals, entrepreneurs and leaders at all levels worldwide.

How to sell and close in the 2020’s
with Ed Karthaus 

Executive Vice President, Sales and Marketing — Home Trust Company

We’re only a few short months away from a brand new decade: the 2020s. This presentation will explore what the mortgage buyer of the ’20s will look like, the forces that will drive their buying decisions and how to effectively sell to them. A special emphasis will be placed on techniques for improving communication, overcoming objections and closing.

You just have to start
with Catherine Worthy Halkyard

Catherine became a licensed Mortgage Broker in 2002 and has had careers on both the broker and lender side. She has an MBA in Innovative Leadership and is respected by her peers, clients and colleagues.

An open forum with First National’s new Treasury Guy: Thomas Kim

Thomas Kim is Vice President and Managing Director, Capital Markets at First National Financial, Canada’s largest non-bank mortgage lender with more than $105 billion in Mortgages Under Administration. In this key role, he is responsible for management of interest-rate risk and funding for commercial and residential mortgage origination. This includes functional responsibility for trading, securitization and mortgage sales. During his progressive 14-year career, Thomas served at a large life insurance company, a boutique securitization firm, and the Canadian trust company division of an international financial institution before joining First National in 2011 as Senior Treasury Analyst, Capital Markets. Thomas is a graduate of the University of Toronto (Bachelor of Applied Science, Industrial Engineering) and holds the Chartered Financial Analyst designation.

Assembling an effective transaction team
featuring our expert panel

Mortgage Brokers sit squarely in the middle of the real estate transaction, and choosing which professionals to surround yourself with can hugely impact your success. Our panel, comprised of industry leaders, will discuss how to identify, connect with and optimize your business relationships with key professionals.

Update from FICOM

with Chris Carter, Acting Registrar, Mortgage Brokers
Deputy Superintendent, Supervision

Chris Carter was appointed Deputy Superintendent of Supervision at FICOM in February 2017. He is responsible for the solvency supervision of British Columbian financial institutions (credit unions, provincial insurance companies, and provincial trust companies). Mr. Carter is also responsible for the market conduct supervision of mortgage brokers and financial institutions doing business in B.C.

Mortgage Broker Health & Wellness

With Amy Ku

With the intense pressures placed on Mortgage Brokers, it is easy to overlook the ways in which diet, exercise, rest and mental health contribute to peak performance.

Agenda