Symposium Cambridge: February 23rd
Cambridge, ON N3H 5L8
The Countdown is On!
8:00AM – 8:50AM
Registration, Trade Show and Hot Breakfast!
8:50 AM – 9:00 AM
Senior Manager of Licensing Compliance at FSRA
FSRA Update – New Licensing Re-Explained
9:00 AM – 9:30 AM
Changes on the Credit File Format & New Credit Program!
9:30 AM – 10:00 AM
What happens when the file goes to the lawyer, a lawyers’ perspective
10:00 AM – 10:45 AM
Break & Mini-Trade Show
10:45 AM – 11:30 AM
President & CEO, PROLINK
Senior Manager of Mortgage Broker Conduct (FSRA)
Preparing for Pitfalls – Discussion
Perspectives from the Insurer & the Regulator
11:30 AM – 12:15 PM
Thank you to all of our generous sponsors!
Coffee Break Sponsor
Registration Desk Sponsor
Digital Survey Sponsor
Eric Poblete is a sales professional with over 30+ years experience working with all vertical markets. In the last 11 years Eric has worked with Equifax Canada with a focus on the mortgage, rental and housing industries. As the Equifax ambassador for the mortgage broker market, he has provided extensive support and education to all the varied stakeholders including brokers, lenders, underwriters, real estate agents, and insurers helping them to understand credit, compliance, financial trends and fraud directly and indirectly related to the mortgage market.
Jelena Pejic is the Senior Manager of Licensing Compliance at FSRA. She manages a team of FSRA licensing specialists who review licensing applications for intermediaries in the insurance and mortgage sectors. She has worked closely on the development, consultation, and implementation of the new licensing classes for mortgage agents and brokers that will come into effect on April 1, 2023.
Jelena has worked at FSRA (previously FSCO) since 2016 in various roles in enforcement, compliance, licensing and complaints review. Prior to her roles at FSRA, Jelena worked in fraud risk management at a large Canadian bank. Jelena holds a BA in Business Economics from York University. In her free time, she enjoys travelling, swimming, skiing, and spending time with family and friends outdoors.
President & CEO, PROLINK
Derrick Leue is the President and CEO of PROLINK—Canada’s Insurance Connection, an independent insurance brokerage established in 1982. PROLINK offers tailor-made risk management and insurance solutions to Professional Associations and Affinity Groups, Canadian enterprises, small businesses, and individuals. Derrick is a registered insurance broker with an Honors degree in commerce from McMaster University and has been with PROLINK for 17 years. He has presented to thousands of professionals in various industries on risk management and is very happy to have the opportunity to speak with IDC members today.
Jennie Hodgson is Senior Manager of Mortgage Broker Conduct within FSRA’s Market Conduct division. Jennie and her team of Senior Compliance Officers conduct examinations (aka “compliance audits”) of mortgage brokerages. In line with the Mortgage Brokering Sector 2022-23 Supervision Plan, the team focuses on private mortgage transactions.
Jennie started her mortgage industry career in 2001 in the mortgage servicing division of a big-5 bank, then gained experience with roles at a commercial lender, as an education consultant, and leading the education department at a national association; she began her role at FSRA in 2019. With a BA in Adult Education from Brock University, Jennie is passionate about education and draws on these skills for her work in promoting regulatory compliance.
Geoff Rabideau, Principal Lawyer and Owner of Rabideau Law and Custom Closing is known as a mover and shaker in the real estate industry. Having been a practising lawyer for over 14 years, his innovative ideas and technological thinking has positioned him in the top 20, in terms of volume, of all real estate lawyers in Canada. He believes the client experience is of the utmost importance and strives to find convenient and effective ways to ensure quality legal services are provided, while simultaneously surpassing client expectations. With an understanding that client satisfaction needs to be achieved at every level, Geoff seizes every opportunity to educate real estate professionals to better serve not only their clients, but the real estate industry as a whole. Geoff often presents at CMBA as a guest speaker, his presentations are educational and engaging, and is the author of the chapter on real estate law in CMBA’s Mortgage Agent Course.
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