Behavioural finance expert
Why your clients are over-thinking their mortgage search, and how you can be a better advisor to them.
Originally trained as a neuroscientist, and following a brief stint as an aspiring racecar driver, Preet Banerjee now excels within the world of finance. Best known as a financial panelist on CBC’s The National and as a weekly contributor to The Morning Show on Global, Banerjee inspires others to become financially empowered through his world-class expertise and unique ability to take the complexity out of money matters. He speaks on behavioural finance, neuroeconomics, and personal finance.
Previously recognized as one of Canada’s Top 10 Financial Visionaries by advisor.ca, Banerjee is currently a consultant to the wealth management industry with a focus on the commercial application of behavioural finance research and fintech. During his career, he has worked as a financial advisor and in institutional investment sales and product development. Banerjee is a Fellow of the Canadian Securities Institute and holds the Derivatives Market Specialist and Financial Management Advisor designations.
PREET WILL BE SPEAKING ON FEB 24 AT 9:15AM
Vice President Business Development at Genworth Canada
Supporting the Needs of First Time Homebuyers
As housing and mortgage markets become more complex for buyers, the more valuable your advice becomes. Learn more about the challenges that face many first time homebuyers, and the strategies that you can develop to help support their dreams of homeownership.
MARC WILL BE SPEAKING ON FEB 24 AT 10:30AM
MORTGAGE LENDER CEO PANEL
Join the CEOs of some of Canada’s leading mortgage lenders for a discussion about the deployment of open banking technology, the role of the mortgage broker within lender sales strategies, the low interest rate environment and other trends impacting our industry.
This panel will feature:
Craig Backman, CEO of B2B Bank
Chris Brossard, CEO of CMLS
John Veltheer, CEO of Liquuid Home Ownership
THE PANEL WILL BE CONVENING ON FEB 24 AT 11:15AM
President, The Geller Group
Development in BC. Where we’ve been and where we’re heading.
Michael Geller is a Vancouver-based architect, planner, real estate consultant and property developer with four decades’ experience in the public, private and institutional sectors. He is the President of The Geller Group and also serves on the Adjunct Faculty of Simon Fraser University. He is a regular contributor to the Vancouver Courier and Vancouver Sun and a frequent commentator on urban issues across Canada.
His presentation will take a look back at some of the most exciting and innovative development projects undertaken in BC during the last 30 years and will explain why sustainable development will emerge as the key concept that shapes the next 30 years.
MICHAEL WILL BE SPEAKING ON FEB 25 AT 9:15AM
A regulatory message for brokers
We look forward to hearing about the latest structural changes at BCFSA as they continue their evolution as a Crown Agency. Learn what those changes might mean for Mortgage Brokers, their clients, lenders and borrowers.
BLAIR WILL BE SPEAKING ON FEB 25 AT 10:00AM
JEANNETTE VAN DEN BULK
Deputy Commissioner for the Office of the Information and Privacy Commissioner for British Columbia
Important privacy considerations for brokers and sub-brokers
In today’s web based economy, it is easier than ever to share information. This can lead to increased efficiencies for businesses, but also produce unexpected risks and liabilities. For the mortgage industry, important privacy related issues often arise on matters of consent, portability, data protection and transparency. Jeanette’s presentation will cover these important topics.
JEANNETTE WILL BE SPEAKING ON FEB 25 AT 10:30AM
Senior Consultant, Monitor Deloitte Canada
A New Era Of Homeownership
Our beliefs around the future of mortgage lending are shaped several key observations.
Learn what these observations will mean for your business, and how open banking and new digital mortgage players are poised to transform the landscape.
OSAMA WILL BE SPEAKING ON FEB 25 AT 11:15AM