2025 Grow & Connect – Vancouver Island

Title: 2025 Grow & Connect - Vancouver Island
Location: 643 Latoria Rd, Victoria, BC V9C 3A3
Start date: 11 June, 2025
Cost:$54.00 for members or $89.00 for non-members

Join us at Olympic View Golf Course- Victoria, BC for an early evening of growth and connection!

The event is taking place on Wednesday, June 11th, 2025 from 1:00pm – 5:00pm. 

Tickets are $54 + GST for members and $94 + GST for non-members.

Are you ready to elevate your career in the mortgage brokering industry? This is a great opportunity to supercharge your knowledge, expand your network, and enjoy exhibitors, drinks, and appetizers with fellow brokers and industry professionals.

Join us for a focused event featuring Rob Mark, CEO of BVigilant, will opening with a special plenary session, followed by “Snapshot Education Sessions” led by esteemed industry experts. Dive deep into today’s most pressing topics in the mortgage industry as our speakers share invaluable insights, practical tips, and expert advice.

  1. Deal Structuring for Success – Lisa West & Mark Gawehns
    Funding Ratios & Packaging Tips for Stronger Submissions
  2. Closing with Confidence – Aaron Ittah & Kristy Martin
    How Notaries & Lawyers Can Collaborate for All Client Types
  3. Spotlight on Fraud – Shari Sanders & David DeNeire
    What Title Insurance Claims Reveal About Emerging Risks
  4. Hidden Hazards – Natasha Lee & Gordon Grant
    Insurance & Property Flags Every Broker Should Know
  5. Advocacy in Motion – Rebecca Casey & Marci Deane
    CMBA-BC’s Government Relations & Industry Outreach

Plenary Session: Cybersecurity and Emerging Technology

Rob Mark

Rob Mark, CEO of BVigilant, will cover cybersecurity best practices and how to protect your business. Technology ownership and its importance to mortgage brokers, and exciting new technology that brokers should be aware of!

Deal Structuring for Success

Funding Ratios & Packaging Tips for Stronger Submissions

Lisa West

Business Development Manager, MCAP

With over 17 years of experience in the mortgage and lending industry, Lisa West brings a fun, strategic, relationship-focused approach to her role as Business Development Manager at MCAP. Outside of work, she enjoys time with her pug, Jenny—who proudly manages household operations and occasionally appears in zoom meetings.

Mark Gawehns

Mortgage Business Development, First West Credit Union

Mark Gawehns is a financial professional with over 20 years of experience, specializing in mortgage lending, sales effectiveness, and business development. He currently serves as the Director of Mortgage Business Development at First West Credit Union in Langley, British Columbia.

Closing with Confidence

Notaries & Lawyers Can Collaborate for All Client Types

Aharon Ittah

Kristy Martin

Notary Public, Farley Martin Notaries Public Inc.

I have been a Notary in the Westshore since 2011, joining a Family owned Notary firm that was established in 1989. I work extensively in the areas of residential conveyancing and Wills and Estates.

Spotlight on Fraud

What Title Insurance Claims Reveal About Emerging Risks

Shari Sanders

Business Development Manager, FCT

I am a Business Development Manager at FCT.  My role in BC is to support law firms and notary offices with education about title insurance, answer any questions about our policy endorsements or coverages, Bluink ID verification and our Errors and Omissions policies for legal professionals.

David DeNeire

Hidden Hazards

Insurance & Property Flags Every Broker Should Know

Natasha Lee

Account Representative, CMHC (Canada Mortgage and Housing Corporation)

As an Account Representative at CMHC, Natasha Lee partners with mortgage professionals across Vancouver Island and Northern BC. She is dedicated to empowering her clients to maximize CMHC programs, thereby supporting homebuyers and enhancing housing opportunities within their communities.

Gordon Grant

Senior Account Manager, Sagen

Gordon brings over 25 years of experience in the retail banking industry. He joined Sagen 6 years ago to lead their Western Canada Underwriting Centre, and in 2024 moved into his current role as the Senior Account Manager in BC.

Advocacy in Motion

CMBA-BC’s Government Relations & Industry Outreach

Rebecca Casey

With a deep-rooted passion for helping individuals and families achieve their homeownership dreams, Rebecca has spent 7 years as a dedicated mortgage broker. Her commitment to providing personalized, attentive service has earned her a reputation for excellence and trustworthiness in the industry. Drawing from a strong background in legal services and real estate, Rebecca offers tailored mortgage solutions to meet the specific needs of clients, whether they are first-time homebuyers, seasoned investors, or individuals looking to refinance.

Outside of work, Rebecca cherishes time spent with her family. She is a proud parent to two wonderful daughters, aged 7 and 9, and has a husband who is also involved in the mortgage industry. Together, they enjoy outdoor activities such as camping, which allows them to unwind and create lasting memories. Rebecca is committed to ongoing education and training to stay informed about the latest market trends and regulatory changes, ensuring that she can provide clients with informed advice and strategic mortgage solutions. Rebecca is excited to continue serving clients and contributing to the growth and development of the mortgage industry, all while enjoying precious moments with her family.

Marci Deane

Marci Deane is a Mortgage Broker and Owner of Ask Marci About Mortgages – Mortgage Architects, located in North Vancouver. She is the Past President of CMBA-BC and the current President of the Mortgage Brokers Institute of British Columbia. With 30 years of experience in the financial industry, Marci has worked in banking, real estate, and mortgage brokering. She is a consistent winner of the President’s Club at Mortgage Architects and received the Top Producer Award for her team in 2021.

Thank You to Our Sponsors:

Beverage Sponsor

Official Sponsors

 

 

Exhibitors

 

 

Interested in sponsorship opportunities?

Contact us at events@cmbabc.ca