SPEAKERS
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.
Devon Ajram is Vice-President, Broker Services and Operations at TD Bank, where he leads the strategic direction and national execution of the bank’s third-party mortgage distribution channel. With over 15 years of experience in residential lending, business strategy, and operations, Devon is recognized for driving sustainable growth, building high-performance teams, and navigating complex regulatory environments.
Previously, Devon led TD’s Mobile Mortgage Specialist channel and the Branch Strategy and Solutions team for Eastern Canada, where he oversaw development, sales growth, and process innovation across diverse markets. He holds a B.A. in Philosophy from the University of Toronto and an MBA from McGill University.
Devon is based in Montreal, where he lives with his wife and three sons. He frequently speaks on the evolving landscape of real estate lending, broker partnerships, and leadership in financial services.
Grant Armstrong is Vice President and Chief Credit Officer at Wealth One Bank of Canada, where he leads the bank’s origination strategy and oversees residential & commercial mortgage origination. In this role, Grant plays a key part in advancing Wealth One’s growth as a national alternative lender by aligning credit leadership with commercial objectives and market opportunities.
Grant brings more than 20 years of experience in the Canadian mortgage and financial services industry. Prior to joining Wealth One, he held senior leadership roles at Community Trust, most recently as Head of Distribution, and earlier in his career at major financial institutions including RBC and CIBC. His background spans credit, distribution, and mortgage origination, giving him a unique perspective on building scalable lending platforms.
Earlier in his career, Grant served in the Canadian Armed Forces, working with Royal Canadian Army Cadets. Grant retired at the rank of Captain, after nearly 20years of service. This was an experience that shaped his leadership style and instilled a strong foundation of discipline, accountability, and teamwork.
Grant is a collaborative leader who values transparency, accountability, and long-term partnerships, and he is committed to supporting Wealth One Bank’s mission of delivering flexible, thoughtful lending solutions to Canadians.
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.
Prakash has been in the financial services industry for 20 years and has spent the majority of his career working within the mortgage broker channel. He is currently the Interim Vice President, Sales & Distribution at Equitable Bank, leading national broker sales and strategic distribution for the Bank. He is focused on building a high-performance, relationship-driven sales culture that prioritizes trust, consistency, and results.
Prakash works closely with brokers, credit, and operations teams to improve deal efficiency, enhance client outcomes, and support sustainable growth across the mortgage channel.
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.
With a background in engineering, Victor brings a structured, analytical approach to understanding complex financial situations, developing practical mortgage solutions, and helping agents improve how they attract, advise, and retain clients.
Throughout his career, Victor has focused on helping clients make informed decisions by looking beyond rates and products to understand their broader financial goals, challenges, and long-term plans. He applies that same advisory philosophy in his work with agents, teaching them to think critically, solve problems, communicate clearly, and build trust throughout every stage of the client relationship.
Victor is passionate about raising the standard of the mortgage profession and helping agents build sustainable businesses rooted in understanding, sound advice, and long-term relationships.
Paul Campbell is the Vice President of Mortgage Origination at Magenta Capital Corporation, 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.
As CEO of Hosper Mortgage Group, Nick brings a proven track record of building and leading high-performing teams focused on executing business growth strategies. His experience includes senior executive roles with Scotiabank and Wells Fargo Bank, as well as leadership positions within private debt and equity platforms. Most recently, he served as CEO of Velos Capital, an asset manager and parent company of Westboro MIC, where he was also CEO. Nick led significant growth across total assets under management, net income, dividends, credit facilities, and investor equity.
Nick has also served on several boards and was the Ultimate Designated Person of the Westboro exempt market dealer. He holds an MBA from Dalhousie University and a BSc from the University of Toronto. Nick enjoys traveling, golf, investing, and current events.
Clive Coke is Regional Vice President, Broker Channel at HomeEquity Bank, bringing more than 25 years of mortgage and financial services experience. A recognized mortgage educator, coach, and industry leader, Clive combines deep industry expertise with a passion for professional development and helping Canadians make informed financial decisions.
Jamie Doolittle is a senior financial services leader with 18 years of experience at BMO Bank of Montreal. As Head, BMO BrokerEdge, she leads the execution of BMO’s broker channel strategy, driving innovation and strengthening partnerships across the mortgage broker ecosystem. Previously, as Head, Business Banking in Ontario, she championed entrepreneurship, business sustainability, and the advancement of women in business. A Board of Director of the Ontario Chamber of Commerce and active speaker and mentor across women-focused leadership initiatives, Jamie was named a WXN Canada’s Most Powerful Women: Top 100 Emerging Leader in 2023. She holds a Bachelor of Management & Organizational Studies from Western University and is a Chartered Professional Accountant.
Joe brings over 20 years of experience in the financial industry, with an accomplished sales leadership track record. Throughout his career, he has held key roles at Scotiabank, Wells Fargo Financial, Glasslake Funding, and Equitable Bank, where he played a pivotal role in developing impactful national sales programs, relationship management strategies, and innovative tools.
Joe’s success is driven by his ability to build strong, lasting relationships, particularly with national brokerages and industry associations. His diverse experience across underwriting, business development, and sales strategy gives him a comprehensive perspective on the mortgage industry. Focused on scaling CMI’s presence in the Canadian market, Joe is committed to positioning CMI as the preferred private mortgage partner for brokers nationwide.
Jason is Chief Executive Officer and a partner of Peerage Mortgage Capital, the private lending arm of Peerage Capital Group. He has spent more than a decade in the private lending space — previously serving as CEO of Shield Mortgage Capital and LenderBidding, and as Vice-President at Corwin Mortgage Capital.
Vince Gaetano is the Principal Broker and Mortgage Administrator of OwlMortgage.ca and Bluebridge MIC respectively, and one of Canada’s most recognized voices in the mortgage industry. With more than 30 years of industry experience, Vince has built a national reputation for trusted, practical mortgage advice - first through almost two decades as the resident mortgage expert on CP24’s Hot Property, and now through the rapidly growing OwlMortgage.ca YouTube Channel and social media platforms, where his clear, consumer-first guidance continues to reach thousands of Canadians.
Vince’s expertise has been acknowledged at the highest levels of government. He was recently invited to serve as an expert witness before the Senate of Canada’s committee hearings on the housing crisis in Ottawa (October 2025), where his testimony was formally quoted in the Senate’s official record (dated January 2026) - a reflection of his credibility, depth of insight, and long-standing commitment to improving Canada’s housing and lending landscape.
In addition to his brokerage leadership, Vince is the owner of Bluebridge MIC Management Inc, bringing several years of hands-on private-lending experience to the market. His dual perspective — as both a broker and a MIC Owner/Administrator — positions him uniquely to speak to the evolving dynamics of private lending, risk management, and borrower outcomes.
Vince is widely regarded as a steady, trusted advisor whose influence spans traditional media, social platforms, and industry policy discussions. His work continues to shape how Canadians understand mortgages, lending options, and the broader financial environment.
Swish Goswami is the CEO and Co-Founder of BrokerPlus, the first all-in-one platform purpose-built for Canadian mortgage brokers to grow revenue, stay compliant, and work dramatically faster. BrokerPlus is trusted by independent brokers and top brokerages across Canada to run deals end to end: from surfacing opportunities in their book to document collection, submission, and compliance, all in one system.
Before BrokerPlus, Swish was CEO and Co-Founder of Surf, acquired by Datacy in 2024, and held growth leadership roles at Boardy and Parallel Studios. He is a four-time TEDx speaker, bestselling author of The Young Entrepreneur, and an angel investor in over 20 companies through his fund AGEX. Swish also chairs the League of Innovators, a charity accelerating youth entrepreneurship in Canada. His recognitions include LinkedIn Top Voice, Startup Canada's Young Entrepreneur of the Year, and the United Nations Outstanding Youth Leadership Award.
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.
Denise Laframboise learned to communicate under pressure long before she wrote her first mortgage. She spent 15 years in healthcare as an X-ray and CT technologist, working face to face with patients on some of the hardest days of their lives. Earning trust in minutes, keeping people calm, and communicating clearly when emotions ran high was the job, every single shift.
In 2016 she brought that skill set into the mortgage industry and built one of the top practices in the country. Denise ranks in the top 2% of brokers in Canada by volume and is a two-time Amazon bestselling author. She has trained hundreds of brokers through her courses on lead generation, client experience, and business building, hosts the Unsolicited Advice podcast, and previously served as COO of BRX Mortgage.
Her core belief: rate gets you in the conversation, but communication wins the client. The brokers who know how to frame objections, build confidence, and act as advisors instead of order-takers will beat the banks every time. That is what she teaches, and it is what she does every day at LaframboiseMortgage.ca.
Taylor Lewis is Managing Partner at Kabin Financial, bringing more than a decade of experience across prime, alternative, and private mortgage lending. Before joining Kabin, he held leadership roles with Canadian Mortgages Inc., Paradigm Quest, and Pineapple Financial, building a reputation for delivering creative lending solutions for borrowers whose financing needs fall outside traditional lending criteria.
Throughout his career, Taylor has developed deep expertise in the private lending space, helping clients and industry partners navigate complex financing scenarios with a practical, solutions-focused approach.
A dedicated industry advocate, Taylor made history as the youngest individual elected President & Chair of CMBA-Ontario and previously served as Vice-President of CMBA National. He has also been recognized multiple times as one of Canadian Mortgage Professional's Rising Stars.
Taylor is passionate about advancing the mortgage profession and remains committed to his guiding principle: leaving the industry better than he found it.
Taylor Little is the CEO, co-founder, and Director of Neighbourhood Holdings, a leading mortgage fund operating across Canada. He is also a Partner in Conconi Growth Partners, an investment office. Certified with the Institute of Corporate Directors designation, Taylor has extensive experience sitting on various company boards throughout his career— including the Conconi Family Foundation, Cycling BC, 7mesh Industries—which has equipped him with the tools to make the best and most informed strategic decisions.
Prior to joining Neighbourhood Holdings and Conconi Growth Partners, Taylor was a lawyer in the Corporate and Securities Group of Stikeman Elliott LLP. Taylor holds a Bachelor of Arts degree from the University of Victoria, a Bachelor of Laws degree from the University of Alberta, and a Master of Laws degree from the University of London (all with Distinction). Taylor is in good standing with the Law Society of British Columbia and is registered to conduct mortgage business in British Columbia.
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.
Cristina Nicolia is the Regional Vice President, GTA North/Ottawa with Radius Financial where she oversees regional market expansion and strengthens strategic partnerships within the broker channel.
With over 10 years if technical expertise in risk assessment and credit analysis, she has spent most years as a mortgage underwriter for major industry players like Merix Financial, First National and Home Trust. Transitioning into broker relations allowed Cristina to bridge the gap between complex underwriting standards and real-world business development, leading brokers to deliver seamless financing solutions. Being able to have the underwriting knowledge and passion for sharing that knowledge with the broker network is the perfect formula for success.
Taimoor’s practice areas include Commercial law; Commercial Leasing; Corporate law; Mortgages; Residential Real Estate; and Wills and Estates. Taimoor was called to the Bar of Ontario and joined Kormans LLP in January 2019.Prior to joining Kormans LLP, Taimoor articled and clerked for boutique law firms where his exposure to residential and commercial matters from beginning to end helped develop his knowledge and skills in the aforementioned areas of law.
Taimoor is a strong believer in efficient client communication and does his best to keep clients as up to date as possible along all steps of a transaction. In his spare time, Taimoor is an avid follower of all major sports and enjoying the outdoors during the summer months.
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.
Gina Stephens is a financial services sector policy leader with nearly 20 years of experience in strategic stakeholder management and the design, implementation, and supervision of regulatory regimes for the mortgage brokering sector. As Director of Mortgage Brokering Conduct at the Financial Services Regulatory Authority of Ontario (FSRA), Gina is responsible for the development and delivery of mortgage brokering sector conduct supervision programs and initiatives within FSRA’s Market Conduct Division. Prior to joining FSRA, Gina worked at the Ontario Ministry of Finance (MOF) in the Financial Services Policy Division where she supported the legislative and regulatory policy work that led to the implementation of the Mortgage Brokerages, Lenders and Administrators Act (MBLAA) and its subsequent legislative reviews.
Donna Thornton has been helping clients navigate the mortgage world since 2008, bringing experience, honesty, and a calm, practical approach to every file.
As the Founder and Principal Broker of Mortgage Powered Financial Group, Donna works with clients across Ontario, with a special passion for helping first-time home buyers, self-employed borrowers, and families who want clear advice before making one of life’s biggest financial decisions.
Donna is also a Director with CMBA Ontario, a Reverse Mortgage Specialist with HomeEquity Bank, and a guest host of The Mortgage Suite Spot Podcast, where she interviews lenders and key players in the mortgage industry to share insights, ideas, and real conversations from inside the business.
Known for her integrity, energy, and straight-forward guidance, Donna believes the mortgage industry is one of the best industries in the world. Her goal is simple: to make the mortgage process feel less intimidating, more transparent, and maybe even a little enjoyable along the way.
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.
Krista Zingel is Chief Compliance Officer, AML Compliance Officer, and Principal Broker of Capital Mortgages Inc., an Ontario based mortgage brokerage. With more than 37 years in Canadian financial services, she has built her career at the intersection of regulation, operations, sales and consumer protection.
Krista is known for her role in driving significant change to syndicated mortgage policy in Ontario. She most recently served as Senior Director of Compliance, Operations, Investigations and Training, with AML oversight across three national mortgage brokerages. Her background also includes regulatory, compliance and sales roles with FSCO (now FSRA), CIBC, HomeEquity Bank, and Manulife.
Krista has seen firsthand what happens when compliance fails — the fallout for brokerages and agents, and the harm done to consumers. Her message to the industry: Compliance isn't the price of doing business — it's a competitive advantage for the brokerages that get it right.
As a Director, Solutions; Mortgage and Housing at Equifax Canada, Lindsay Zwart holds over 20 years of expertise in financial services, client relationship management, and real estate secured lending. She is a recognized leader in the mortgage and housing sector, having spent years shaping lender strategies and managing key client relationships within national housing and financial institutions. Lindsay supports a variety of stakeholders across the Mortgage Broker Ecosystem; empowering lenders, brokers and industry partners to better understand credit dynamics, financial trends, compliance and fraud prevention.
Maz is the co-founder and CEO of Rember, the conversational CRM that turns your client conversations into an always-up-to-date record with zero data entry. Rember’s philosophy is simple: you deserve better than spending your day filling forms, and your clients deserve better than being a row on a spreadsheet. Prior to Rember, Maz was a product lead at Workday, shipping the systems of record that the world’s top companies and governments run on. At mortgage fest, he’ll get practical about AI: where it makes you a 10x broker, and why human intuition still closes the deal.
