2026 Annual Conference & Trade Show

April 23, 2026 | 9 AM – 4 PM

Universal Event Space

6250 HIGHWAY 7, VAUGHAN, ON L4H 4G3

Day-of walk-in tickets are subject to a $30 surcharge

Attendees will earn 2 CEU’s (2 Professional Development Units)

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Agenda

8:00 AM
Registration & Breakfast
  • Registration Desk Sponsor :  Alta West
  • Breakfast Sponsor :  Lendfinity
  • Conference Guide & Passport Program Sponsor: Manulife MPP
9:00 AM
Opening Remarks

Welcome from CMBA Ontario and our Title Sponsor Community Trust.

9:15 AM
TOPIC COMING SOON

Speakers:

  • Vassy Kapelos, CTV News Chief Political Correspondent

  • Tanya Woods, Head of Government and Regulatory Affairs & Policy Counsel, Questrade Financial Group

10:00 AM
Economic Update

Speaker:

  • Derek Burleton, VP and Deputy Chief Economist TD

10:45 AM
Coffee Break
Coffee Break Sponsor:  Home Trust
Morning Glory Sponsor:  Highclere Capital
Wifi Sponsor: Sequence Capital
11:00 AM
Lender Panel

Panelists:

  • Paula Oliveira, RVP BrokerEdge, BMO
  • Pierre Martin, VP Mortgage Lending, Home Trust
  • Paul Campbell, VP Mortgage Origination, Magenta
  • Elena Robinson, VP Residential Sales, First National
12:00 PM
Lunch & Trade Show

Network with colleagues and visit exhibitors during the lunch break.

Lunch Sponsor: First National

1:30 PM
What Makes a Mortgage Business Sellable: Preparing for Exit Before You Need One

Speaker:

  • Doug Adlam, Founder, Adlam Innovations 
2:15 PM
KEYNOTE: Announcement Coming Soon

 

 

3:15 PM
Book Signing & Prize Giveaways

Wrap up the day with final thoughts and exciting prize giveaways.

Thank you for choosing CMBA Ontario as your Association.

Meet Our Speakers

Vassy Kapelos

Vassy Kapelos

CTV Chief Political Correspondent & Host of Power Play

Based in Ottawa, Vassy Kapelos is Host of CTV’s weekly political journal of record, QUESTION PERIOD, and Host of CTV News Channel’s weekday marquee political program, POWER PLAY. She is also the host of the weekday national radio program THE VASSY KAPELOS SHOW on the iHeartRadio Canada Talk Network. Born in Toronto, Kapelos is a three-time Canadian Screen Award winner, having been recognized for Best Live Production Social Media (2020), for CBC’s coverage of the B.C. by-election that saw Jagmeet Singh win his seat in Parliament, and Best Talk Program or Series (2021), for POWER & POLITICS, and Best Political News Program or Series (2024), for CTV News’ Power Play. She also received the 2021 Leitch Lecture Award from the University of Alberta and University of Calgary’s Faculties of Law after delivering a lecture on the political effect of the COVID-19 health crisis in Canada. Kapelos has extensive experience covering federal and provincial politics in Canada. Prior to joining CTV News, Kapelos was host of CBC’s POWER & POLITICS. Previously, she was Global News’ Ottawa Bureau Chief and host of THE WEST BLOCK. Before working in Ottawa, Kapelos covered provincial politics in Alberta and Saskatchewan. Kapelos graduated from Western University with a Bachelor of Arts degree, and then from Dalhousie University with a Master of Arts. She speaks English.

Tanya Woods

Tanya Woods

Head of Government & Regulatory Affairs & Policy Counsel, Questrade

Tanya Woods leads Government and Regulatory Affairs at Questrade Financial Group, a successful private Canadian company with $45B+ AUA and a portfolio of leading companies offering innovative financial, home, lending, and insurance services online to help clients become more financially successful. She is a dynamic and specialized technology, regulatory, and trade lawyer, former trade negotiator, and technology policy expert who advises governments and companies on issues such as intellectual property, open finance, emerging technologies and digital trade.  She has served in advisory, board and C-suite legal and executive roles for over 20 years, successfully advancing the commercial and regulatory agendas of technology companies, including Microsoft, Nintendo, Interac, and BCE Inc. Woods also launched and led Canada’s first blockchain and digital assets trade association, was General Counsel and Corporate Secretary for the listing of Canada’s first digital asset miner on NASDAQ, advised on the development of the first global charity-led algorithmic (AI) literacy program, and sat on the Board of Canada’s first publicly traded 4D “metaverse” studio. Tanya’s leadership and contributions have been published and recognized as leader in technology and global impact by the Government of Canada, IT World, the Obama Foundation, Toastmasters International, and the Canadian Broadcasting Corporation, amongst others.  Woods studied law at the London School of Economics, American University, and Ottawa University and received her ICD.D from Rotman School of Business at the University of Toronto.

Derek Burleton

Derek Burleton

VP and Deputy Chief Economist, TD

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 travels extensively across the Canada and the U.S., speaking at more than 75 events on economic and financial developments. 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.

Paula Oliveira

Paula Oliveira

Regional Vice President, Ontario and Atlantic Canada, BMO BrokerEdge

Paula has been with BMO since 2006 in various retail roles including Regional Vice President for the Downtown Toronto and Toronto West markets. She likes to say that she was “raised in retail”, where she has demonstrated immense success in optimizing customer experience, delivering sales results and maximizing profitability, all while ensuring superb productivity in her market. One of Paula’s key strengths is her ability to lead and develop individuals and teams by identifying and harnessing talent and coaching to higher levels of performance. In her current role as Regional Vice President, BMO BrokerEdge of Ontario and Atlantic Provinces, she is very excited to continue her legacy of building teams and driving business results.

She believes strongly in the power of community building. She volunteers and serves as an adviser to local organizations and on several non-profit boards over the years, most recently with the Board of Governors of Exhibition Place Toronto for 5 years.

Paula and her family live in Toronto. She is tremendously proud of her son Miguel and her new grandson, Kai. Her husband is Peter, a proud Newfoundlander who shares her love for books, traveling, music and theatre, experiencing different foods and a developing interest in the frustrating game of golf.  Paula is very family-oriented, taking annual trips to visit her family in her native country Portugal and the beautiful city of Lisbon.

 

Pierre Martin

Pierre Martin

VP Mortgage Lending, Home Trust

Pierre has been working in the mortgage industry for over 15 years and is recognized as a seasoned leader and manager in credit operations and sales. Pierre is a result-based leader, striving for service excellence while managing and developing relationships with brokers partners and other mortgage industry professionals. Pierre is currently the VP, Mortgage Lending at Home Trust and leads HTC’s sales force. Pierre was recently the VP, Underwriting at Home Trust. Prior to that lead numerous credit operations teams for Radius Financial, Paradigm Quest and Macquarie Financial. He is fully bilingual in English and French and holds an MBA Finance from Ecole Superior de Gestion from Paris France.  

Paul Campbell

Paul Campbell

VP Mortgage Origination, Magenta

Paul Campbell is the Vice President of Mortgage Origination at Magenta, 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.

Elena Robinson

Elena Robinson

VP Residential Sales, First National

Elena was part of the First National team as their first Business Development Manager during its early years in the industry.  She rejoined in 2018 to help launch the Excalibur program, First National’s alternative lending division.  Elena brings numerous years of industry expertise to her role as Vice President, Residential Sales National.  Throughout her three decades in the industry, Elena has mastered her sales, business development, management and training skills.  Elena was recognized as CMP’s Women of Influence in 2021, 2022, 2023, 2024 and 2025 and listed as an Elite Women in the Global Best in Mortgage 2022 and 2025 Mortgage Global 100.

Doug Adlam

Doug Adlam

Founder, Adlam Innovations

Doug Adlam is a nationally recognized entrepreneur, speaker, and strategic advisor in Canada’s mortgage and financial industries. With a career spanning over 17 years, Doug has co-founded and exited multiple ventures, including an industry disrupting mortgage technology that was acquired in 2020.

Doug began his journey by growing his family’s mortgage brokerage 40X. Later he went on to serve as Director of Strategic Growth for a national brokerage, and played a pivotal role in scaling it into a national powerhouse—quadrupling its operations in just two and a half years and helping lead it to billions in annual originations. He also co founded a successful wealth management startup focused on corporate financial planning, which he exited in 2023.

A former professor at the University of Guelph, Doug taught marketing, consumer behaviour, and information management for six years and founded the university’s Entrepreneurship 4100 course. He holds an Honours Bachelor of Commerce in Marketing Management and a post graduate degree in Marketing and Consumer Studies, following an early academic start in Computer Systems Engineering. Today, Doug is the founder of Adlam Innovations, a strategic platform focused on helping leaders scale businesses that operate—and eventually exit—without them. He is a sought-after keynote speaker, podcast guest, and advisor to founders, executives, and high-growth teams.

 

Our Sponsors

Thank you to all of our generous sponsors!

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Exhibitors

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