FEBRUARY 25 – MORNING
7:00AM-9:00AM DELEGATE REGISTRATION AND CHECK-IN
7:30AM-8:45AM BREAKFAST IS SERVED, PRESENTED BY HAVENTREE BANK
9:00AM-9:15AM OPENING CEREMONIES
9:15AM-10:00AM HOW TO SELL AND CLOSE IN THE 2020’S, WITH ED KARTHAUS, PRESENTED BY HOME TRUST
10:00AM-10:45AM AN OPEN FORUM WITH FIRST NATIONAL’S NEW TREASURY GUY: THOMAS KIM , PRESENTED BY FIRST NATIONAL FINANCIAL LP
11:00AM-11:15AM AN UPDATE FROM FICOM, WITH CHRIS CARTER
11:15AM-12:00PM ASSEMBLING AN EFFECTIVE TRANSACTION TEAM, WITH GUEST PANELISTS
FEBRUARY 25 – AFTERNOON
12:00PM-1:00PM LUNCH IS SERVED, PRESENTED BY EQUITABLE BANK
1:00PM-5:00PM TRADE SHOW
7:00PM-9:30PM HOCKEY NIGHT WITH CMBA-BC, VANCOUVER CANUCKS VS ANAHEIM DUCKS*
FEBRUARY 26 – MORNING
8:00AM-9:00AM DELEGATE REGISTRATION AND CHECK-IN
8:00AM-9:00AM BREAKFAST IS SERVED, PRESENTED BY ADLAW APPRAISALS
9:00AM-9:45PM RECONNECTING WITH THE 2016 ROOKIE BROKER PANEL, PRESENTED BY INSTAFUND
9:45AM-10:30AM ECONOMICS AND HOUSING POLICY PANEL, WITH GUESTS PANELISTS
10:45AM-11:30AM MORTGAGE BROKER HEALTH AND WELLBEING, WITH AMY KU
FEBRUARY 26 – AFTERNOON
12:00PM-1:30PM THE 2019 MB AWARDS LUNCHEON, PRESENTED BY CMHC, FINASTRA, B2B BANK, BAYFIELD MORTGAGE PROFESSIONALS AND VWR CAPITAL
1:45PM-2:45PM YOU JUST HAVE TO START, WITH CATHERINE WORTHY
3:00PM-4:30PM IT’S TIME TO REWRITE THE RULES FOR MORTGAGE BROKER SUCCESS, WITH RICHARD ROBBINS
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.
Ed Karthaus has more than 33 years of experience in the technology, financial services and telecommunications industries. He was previously Executive Vice President, Broker Services at D+H and Executive Vice President, Sales, Marketing & Client Services at Filogix LP. During his time with D+H and Filogix LP, Ed was a frequent speaker at mortgage industry events across the country, and was inducted into the Independent Mortgage Brokers Association of Ontario (IMBA) Hall of Fame, now called Canadian Mortgage Brokers Association (Ontario).
He has served on the Board of Directors of the Independent Mortgage Brokers Association of Ontario (IMBA) and the Research, Innovation and Commercialization Centre (RIC Centre). In addition, Ed has held senior executive leadership roles at Prophix Software Inc., NCR Canada Ltd. and Yappn Corp. Ed began his career with Xerox Canada and Oracle Canada.
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.
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.
Mr. Carter has been with FICOM since 2012, where he played a key role in the reform of real estate regulation in B.C. as principal advisor to the Independent Advisory Group into Conduct and Practices in the Real Estate Industry.
Mr. Carter joined the Government of British Columbia in 2007. At the Ministry of Jobs, Tourism and Innovation, he led several high profile trade and investment projects and policy initiatives including rollout of the Asia Pacific Initiative, design and delivery of the 2010 Winter Olympics Hosting Program, and development of Canada Starts Here: the B.C. Jobs Plan.
Prior to his time in B.C., Mr. Carter worked on trade, industry, and bilateral issues with national and state governments in Australia.
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.
Reconnecting with the 2016 Rookie Broker Panel
Where are they now?
Much has changed in the last few years in our industry, including B20, changes to lending guidelines, surging real estate prices, new technology and much more.
In this panel, we’ll hear from the members of our 2016 Rookie Broker panel. These brokers have been on the front lines during this tumultuous period, and they are emerging as savvy, capable and knowledgeable veterans of the business. We’ll learn about the skills they have honed since we last heard from them, hear about the habits and practices that have driven their success, and get their perspective on the future of the Mortgage Broker industry in British Columbia.
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.
Amy Ku is a Functional Medicine Practitioner, Pharmacist and Yoga Teacher who blends conventional and holistic approaches to Healing and Wellness. Her presentation will help you learn more about how brokers can optimize their health and be in a better position for lifelong success.
You just have to start
with Catherine Worthy
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.
Recently Catherine took 12 months as a mid-career GAP year to travel throughout Canada and the USA meeting amazing people, seeing beautiful countryside and getting to know herself better. Her fun and informative presentation is based on observations made during this adventure and she ties them in to sales lessons that listeners can take away and apply to their own business.
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.
Born of humble roots in the small town of Peterborough, Ontario (Canada), Richard enthusiastically began a career in real estate sales at the age of 24. After four record-breaking years including hitting a six figure income in his first year and every year after that, Richard decided it was time for a change. In 1989, Richard opened his own real estate brokerage some 90 miles from his small town and amidst one of the worst real-estate recessions the Country had ever seen.
Richard was undeterred by the enormous obstacles and in just 3 years, he successfully ranked among the top 1% of all REALTORS® in his marketplace and grew a powerhouse brokerage that captured 12% market share. Richard’s extraordinary leadership and innate ability to inspire peak performance in his fellow agents, also led his successful brokerage of only 20 agents to achieve the “highest production per agent” of any brokerage within its trading area. It was here that Richard discovered a profound passion for speaking and helping others to achieve goals they never thought possible. Today, Richard is an author, business mentor and sought-after expert in the field of personal and professional performance. He is best described by his audiences as the epitome of a true integrity-powered leader, and considers it his greatest honour to have had the opportunity to ignite the lives of over 250,000 audience members thus far.
On a personal note, Richard believes life is to be experienced at every opportunity. From flying a fighter jet through the mountains of South Africa to heli-skiing at the peaks of Whistler, racing NASCAR with his brothers and dad, and coming face-to-face with sharks some 80 feet below sea level – Richard seizes each and every opportunity to live life BIG.
Richard and his wife, Sue, Co-founder and Managing Director at Richard Robbins International, reside in Markham, Ontario, with their two extraordinary teenagers, Jaimie and Tanner. The Robbins’ are avid readers, fitness/health enthusiasts and personal development junkies who truly believe there’s no place like home.