Reaza is the National Business Development Manager with Heartwood financial, he is a respected professional within Canada’s mortgage and alternative lending industry, known for his strategic approach to structured financing, capital deployment, and broker relationship development. With extensive experience across mortgage investment and alternative lending environments, he has played a key role in facilitating complex mortgage solutions nationwide.
Throughout his career, Reaza has contributed to the growth of mortgage portfolios by supporting high-volume broker networks, structuring alternative lending solutions, and helping brokers secure financing in challenging credit and time-sensitive scenarios. His work has supported the mortgage broker community and their homeowners requiring flexible lending strategies outside traditional banking channels.
An active participant in Canada’s mortgage community, Reaza regularly collaborates with mortgage brokers, underwriters, and industry stakeholders to advance education around alternative lending, risk management, and evolving regulatory standards. He is recognized for promoting transparent lending practices and strengthening partnerships between capital providers and the broker community.
Reaza is valued for his market insight, responsiveness, and commitment to delivering practical financing outcomes while maintaining disciplined underwriting principles. In his personal time Reaza enjoys spending time with his family, fast cars, travelling and sports.
Jake Bannister brings over eight years of experience in residential and commercial lending. He joined Glasslake Funding at its inception in 2023 and quickly became a driving force behind the brand’s launch and broker network growth in Ontario. In 2024, Jake moved west to lead Glasslake’s strategic expansion into B.C. and Alberta. He now oversees their presence across Western Canada, working closely with brokers to get deals done and deliver results clients can count on.
Recently recognized as a Rising Star in the industry and the recipient of the Mortgage Awards of Excellence BDM Award of Excellence, Jake is known for his thoughtful approach, responsiveness, and ability to simplify even the most complex deals. Outside of work, you’ll likely find him on the golf course — bringing the same focus, consistency, and drive for excellence to every round.
Dalia Barsoum, MBA, FICB, is Co-Founder & CEO of Wisely AI Technologies and a nationally recognized financial strategist. She founded Streetwise Wealth and Streetwise Mortgages — one of Canada's leading income-property brokerages — funding over $2 billion in real estate mortgages. An Amazon bestselling author and two-time Mortgage Broker of the Year for both Canada and Ontario (2023 & 2024), she has also been named a Global 100 professional and a Woman of Influence.
Her deep, ground-level expertise in mortgage origination, funding, and compliance drives Wisely AI's mission to modernize the broker channel.
Victor Barsoum, M.Eng, PMP, CMC, is Co-Founder & CTO of Wisely AI Technologies and the technical architect behind DealComply.
A Google-certified Generative AI Leader, he specializes in agentic AI workflow design and privacy-compliant data architecture, and is founder of AI Profit Architects, a consultancy helping businesses cut costs and accelerate growth with AI.
He pairs this with deep enterprise experience as a former senior executive at Loblaw and Hudson's Bay, with a track record of over $1 billion in measured profitability improvements and a decade of M&A advisory experience.
Ron Butler is a veteran mortgage broker. In his multi‐decade career, he has been involved in every facet of the mortgage broker channel from private lending to direct to consumer digital mortgage origination. His eponymous brokerage: Butler Mortgage Inc. is a family business for which Ron is currently Principal Broker. With mortgage origination volumes of over $1 Billion annually for many years and after personally reviewing tens of thousands of mortgage applications his insights on Residential Mortgages in Canada are both granular and wide ranging
Ron has served on FSRA’s TACC Committee, testified before the Finance Committee of the Parliament of Canada and has been a main platform speaker at numerous Mortgage Events & Conferences
Ron’s perspective on industry trends is sought after, featured on: Reuters, CTV, CBC, Global News, BNN, Financial Post, The Toronto Star, Globe & Mail ROB
Ron is the most followed mortgage professional on Social Media in Canada with over 326K followers on all platforms You can find him under @ronmortgageguy and on YouTube with the Angry Mortgage Channel
Derek is Vice President and Deputy Chief Economist for TD Bank Group. In his role, he leads a team of economists that provides leading analysis on the Canadian and U.S. economies. Each year, he speaks at more than 100 events on economic and financial developments across the U.S. and Canada. As a respected commentator, Derek has been quoted by many media outlets – including the London Financial Times and the Economist. He also is frequently interviewed on the radio and television.
Derek maintains a strong interest in public policy issues, and has written substantive reports on health care sustainability, education and immigration reform. He participates in a number of advisory and steering committees both internal and external to TD Bank Group.
Derek Burleton received his Bachelor of Commerce from Queen’s University and an M.Sc. in Economics from the London School of Economics. Derek has more than 20 years of experience as an economist in the financial industry.
Paul Campbell is the Vice President of Mortgage Origination at Magenta Capital, with over twenty years of experience spanning the financial services and mortgage industry. His background covers an unusually broad range of roles, including underwriting, sales, and brokering - giving him a practical, 360-degree understanding of how deals get done and how relationships are built.
Over the course of his career, Paul has led strategic business development efforts that strengthened broker networks, expanded market reach, and supported sustained growth in funded volume. His leadership style is known for listening first, collaborating openly, and prioritizing broker success as the pathway to better client outcomes.
Paul’s service-first approach has earned him respect across the industry. He champions partnership, accessibility, and clear communication - core values that continue to shape his work at Magenta as he supports brokers in delivering exceptional results for the Canadians they serve. He has consistently fostered stronger broker relationships, contributed to year-over-year growth in engagement and volume, and helped create an environment where professionals can do their best work.
Paul brings depth, humility, and a genuine commitment to helping others succeed, qualities that have defined his career and continue to guide his leadership today.
Frances Hinojosa is the CEO and Co-Founder of Tribe Financial Group, one of Canada’s few fully independent mortgage brokerages, headquartered in Ontario. With nearly three decades of experience in financial services and mortgage lending, Frances has become a respected voice in the Canadian mortgage industry, recognized for her strategic leadership, industry advocacy, and commitment to empowering both clients and professionals alike.
Under her leadership, Tribe Financial Group has built a reputation for personalized mortgage planning, trusted advice, and a people-first culture rooted in integrity, mentorship, and innovation. As one of the few female CEOs leading an independent mortgage brokerage in Canada, Frances is widely recognized for championing leadership development, collaboration, and the advancement of women within the financial services industry.
Frances has played an active role in shaping the mortgage profession through her involvement with industry organizations including Mortgage Professionals Canada and Canadian Mortgage Brokers Association Ontario. She previously served as Executive Secretary on the national board of Mortgage Professionals Canada and has contributed her expertise on advisory boards for organizations including Teranet, Home Trust Company, and Community Trust. Frances also currently serves on the board of the Oakville Soccer Club, reflecting her passion for community leadership and youth development.
Her contributions to the industry have earned numerous accolades, including the CMP Global 100 Mortgage Professional Award, Top 75 Mortgage Brokers in Canada, and multiple Women of Influence recognitions. Frances’s insights and expertise have also been featured in national media and leading industry publications across Canada.
Known for her authentic leadership style, visionary mindset, and unwavering dedication to mentorship, Frances continues to inspire the next generation of mortgage professionals while helping shape the future of the Canadian mortgage industry.
A beloved comedian and Bell Let's Talk celebrity ambassador, Jessica Holmes’ helps people take simple, sustainable steps toward fulfillment and well-being — one laugh at a time. Using a positive psychology framework, she blends lived experience with evidence-based strategies to help audiences build resilience, manage stress, and prioritize their mental health.
Like millions of Canadians, Holmes has lived with both postpartum depression and what she calls “regular, run-of-the-mill, garden-variety depression.” Committed to reducing stigma around mental health, she shares her personal experience with honesty, humour, and heart, highlighting the role adaptability plays in navigating life’s challenges. Her bestselling memoir, Depression The Comedy: A Tale of Perseverance (2018), was named one of the top 36 books about mental health by Good Housekeeping.
Known for her sharp celebrity impersonations and hilarious takes on everyday challenges, Holmes is a seasoned comedian who has opened for icons like Ellen DeGeneres, Russell Peters, Jerry Seinfeld, and Oprah Winfrey. She also starred in the hit comedy series Royal Canadian Air Farce and The Holmes Show.
Holmes holds a Postgraduate Certificate in Applied Positive Psychology and is currently completing her master’s degree in the same field at the university of East London via distance learning. Follow Holmes on Instagram at @HappyFunHolmes.
With over 20 years in the mortgage industry, Sebastien brings a wealth of experience and leadership to his role as VP of Sales for Ontario at Sequence Capital. He began his career as a Mortgage Specialist at CIBC, later moving into the broker channel with National Bank as Director National. Sebastien then expanded his expertise in the alternative lending space with Home Trust and Community Trust. Known for his strategic insight and collaborative approach, Sebastien is a trusted partner to brokers and industry professionals, committed to helping them grow their businesses through guidance, innovation, and unwavering support.
Dan MacDonald is the Co-Founder and CEO of Ownwell, a tech platform that helps mortgage brokers turn dormant client databases into a consistent source of repeat business and referrals. By delivering automated, personalized homeowner insights, Ownwell helps brokers stay top-of-mind, trigger timely mortgage conversations, and capture more lifetime value from every client.
Previously, Dan was Chief Product Officer at Lendesk, where he led the development of its Lender Network and the integration of Lender Spotlight and Finmo.
Principal in Relationship Management & Strategic Development
Finastra
About Tracey Robinson
Tracey Robinson is a seasoned mortgage industry leader with over 28 years of experience in relationship management and strategic development. As a Principal, she is known for driving sales growth, identifying new opportunities, and strengthening client acquisition, retention, and expansion across diverse markets.
She brings a forward-thinking approach to her work, championing digital innovation to streamline processes and enhance the customer experience. Passionate about people development, Tracey has led impactful training initiatives and successful product launches, while simplifying complex industry concepts for both clients and colleagues.
With deep expertise in compliance, risk management, and portfolio oversight, Tracey consistently delivers strong outcomes for stakeholders. A natural relationship builder, she fosters trusted partnerships across the industry and is known for her practical insights and results-driven mindset. Outside of work, she enjoys spending time with her six grandchildren and her passion for interior decorating.
Joe White is the founder of REMIC and IMBoundless., two of Canada’s most influential platforms for mortgage education and high-performance training. A former national sales executive, licensed broker, and award-winning educator, Joe has personally taught over 50,000 students and authored dozens of industry-leading textbooks and training programs. Under his leadership, REMIC has grown into the country’s largest mortgage and insurance educator. A CMP Hall of Fame inductee and bestselling author, Joe continues to shape the future of financial services through cutting-edge training, AI-driven tools, and a relentless commitment to helping professionals succeed at scale.
Leah Zlatkin is the Chief Operating Officer of Mortgage Outlet, where she oversees brokerage operations for more than 200 mortgage professionals and over $1 billion in annual mortgage originations.
In addition to her executive leadership role, Leah remains an active mortgage broker and leads underwriting and fulfillment teams, giving her a unique perspective on every stage of the mortgage process—from client strategy and deal structuring to operations and funding.
A highly respected industry leader and trusted voice on housing and mortgages, Leah is regularly featured and quoted by Bloomberg, BNN Bloomberg, CP24, the Toronto Star, Financial Post, CBC, Global News, and other leading media outlets. She is known for her ability to provide practical, insightful commentary on mortgage strategy, interest rates, housing affordability, and real estate market trends.
Recognized for her leadership, business acumen, organizational excellence, and ability to execute, Leah has become a sought-after speaker, moderator, and industry commentator. Her hands-on experience managing a billion-dollar brokerage operation while remaining active in client-facing mortgage origination allows her to bridge the gap between strategy and execution in a way few industry leaders can.
.png)
