CE Webinars

Date: March 17, 2026 / 1:00pm-2:00pm

Description: Join Jerry and Garry for an educational session on the strategic and responsible use of private lending in today's mortgage environment. This webinar will examine how brokers should position A-lenders as long-term solutions, B-lenders as transitional options, and private lending as a tactical, short-term tool, always structured around a clearly defined exit strategy. 

We'll review when private lending through MICs and individual lenders is appropriate, key use cases such as urgent closings, credit challenges, or power-of-sale prevention, and the importance of aligning product choice with a borrower's timeline, equity position, and path to repayment. 

Bio:

Jerry Wieliczko
Broker Relationship Manager

With over 30 years in the banking and mortgage industry, Jerry has built a reputation for consistently delivering exceptional service and results. For the past eight years, he has been a key part of Hosper Mortgage as a Broker Relationship Manager, where he's known for being a reliable, responsive partner to mortgage brokers and agents. His commitment to their success has earned him five consecutive years of industry recognition and the trust of professionals across Ontario.

Garry Jhamb
Business Development Manager

Garry Jhamb is a Business Development Manager at Hosper, where he works closely with mortgage brokers to structure private lending solutions. Prior to this role, he spent nearly two years on Hosper's investment team as an Investment Account Manager, gaining deep experience in underwriting criteria, lending parameters, and investor considerations. Earlier in his career, he managed over 1,500 client accounts as Manager of Client Care at an Ontario mortgage brokerage. Garry holds a Juris Doctor from Barry University and a BBA from the Schulich School of Business.

Date: March 10, 2026 / 1:00pm-2:00pm

Description: Are you leaving deals on the table because a file doesn't fit your go-to lender? Do you know exactly when to pivot from an A-lender decline to a B or Private solution -- and how to explain that pivot to your client with confidence?

This interactive webinar breaks down the full lending spectrum -- A, B, and Private -- so you can match every borrower to the right product, grow your close rate, and position yourself as the advisor clients trust and refer.

Whether you're newer to the industry or a seasoned agent looking to sharpen your suitability approach, this session delivers a practical framework you can apply to your very next file.

Bio: Stacy Brown is a Business Development Manager and Mortgage Agent Level 2 with over 20 years of experience in Canada's mortgage industry, including time at major banking institutions. She specializes in helping mortgage professionals expand their expertise across the full lending spectrum -- A, B, and Private -- through education, practical frameworks, and relationship-driven support. Known for her approachable, broker-first philosophy, Stacy is passionate about empowering agents to serve more clients, close more deals, and grow their businesses with confidence.

Date: February 10, 2026 / 1:00pm-2:00pm

Description: The much-talked-about renewal cliff is here — up to 60% of mortgages are expected to renew by the end of 2026, and many at rates 2-3% higher than before. Your clients will be looking to you for answers.

What is the best move for your client at maturity?

• Renew with the current lender?
• Switch for better terms?
• Refinance to unlock equity?

Join Michelle Newton, Director of Business Development at Strive, for a discussion on switches and refinances. We'll discuss the tips and tricks that will help you find the right solutions for your clients.

Bio: Michelle Newton is the Director of Business Development, Ontario, GTA at Strive, bringing nearly 25 years of experience in the mortgage industry. Her career spans roles as a Prime Lender, Alt Lender, Default Insurer, and Mortgage Agent, giving her a unique 360° perspective on the industry.

Michelle's true passion lies in empowering agents to navigate the ever-changing mortgage landscape and uncover the best solutions for their clients. With her deep industry knowledge and hands-on approach, she is committed to helping professionals thrive in today's competitive market.

Date/Time: Dec 9, 2025 / 1:00pm-2:00pm

Description: This session provides mortgage professionals an overview and breaks down the appraisal process, addressing common challenges, misconceptions, and risk-management considerations that affect today's lending environment.

Bio: Paul joined the Appraisal Institute of Canada in 2006 and earned his P. App., CRA in 2014. As President of Bona Fide Appraisals Inc. located in Oakville, ON, his practice focuses on the GTA. Leveraging his real estate background allowed a seamless transition into the appraisal space, where his firm excels in a variety of assignments, including single-family residential, vacant land, rural residential properties, and luxury waterfront estates. Additionally, Paul is a seasoned Expert Witness specializing in matrimonial, fraud, and receivership assignments, having provided expert testimony in numerous trials.

Paul's dedication to the appraisal profession is evident through his active involvement with AIC-ONTARIO. He became a board member in 2016 and was elected Provincial President in 2020, demonstrating his leadership and commitment. Throughout the years, Paul has made significant contributions by serving on numerous committees, including the PAC Committee, and actively participating in Queen's Park Advocacy Day meetings.

Beyond his professional achievements, Paul is deeply committed to his community. He volunteers with local charities, specifically supporting new families in Canada, reflecting his dedication to making a positive impact both professionally and personally. Paul's commitment to maintaining a work-life balance is fundamental to him, embodying the belief that "No one has ever become poor by giving." — Anne Frank

Date: January 27, 2026 / 1:00pm - 2:00pm

Description: This session helps address questions for mortgage professionals, including...What Threats Mortgage Brokers Face? How do you Protect Against Them? & What the Damage can be?  

Contact details: Rob Mark, founder amd CEO (rob@bvigilant.ca)

Bio: Rob Mark is the founder and CEO of BVigilant, Providing Cyber Security and Peace of Mind to the financial services industry. With 20 years of experience in I.T. and Security, Rob has worked across many industries and with hundreds of brokers on improving their security and protecting their businesses from malicious hackers and criminal gangs seeking to profit off of weak and ineffective security in Canadian businesses.

Date/time: November 4, 2025 / 1:00 - 2:00 PM

Description: Here's what we'll cover:

A complete and accurate application isn't only a good start, it is a necessity. A complete application gets you a quick approval but it also ensures that you will be able to fulfill all conditions.

• What documents do you need
• What should you include in your notes
• What should you send up front
• What do you do if you are not able to fulfill any of the conditions in the commitment?
• Strive niches
• Approach to rental income, rental worksheet
• Purchase Plus Improvements to 100k
• Refinance Plus Improvements to 90%
• Make sense attitude
• Mobiles, client can pay own taxes, no max rate buy down and more...

Bio: Michelle Newton is a Director of Business Development for Strive. She has been working in mortgages for almost 25 years as a Prime Lender, and Alt Lender, a Default Insurer and an Agent. Michelle's passion is helping agents find the best solutions for their clients.

Date/time: October 15, 2025 / 1:00 - 2:00 PM

Description: A strong risk management strategy can mean the difference between a costly setback and a confident recovery. That's why CMBA-ON has partnered with PROLINK for an exclusive webinar to break down the top risks guaranteed to impact you this year--and how to safeguard your operations. Here's what you'll learn:  What's driving claims for Mortgage Brokers and how they're evolving;  Risk management strategies that work, from proactive policies to effective oversight; The role of insurance in protecting your business--how to shield yourself from financial losses, legal fees, and reputational damage; And more! 

Bio: 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 and has served interior designers for over a decade. Derrick is a registered insurance broker with an Honors degree in commerce from McMaster University and has been with PROLINK for 18 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 ARIDO members today.

Date/time: September 23, 2025 / 1:00 - 2:00 PM

Description: Covers digital security best practices for mortgage professionals and how to safeguard client data.

Bio: Cecilia Carbonelli is CIO at Haventree Bank, leading innovation in information security and fintech solutions.

Date/time: August 19, 2025 / 1:00 - 2:00 PM

Description: In today's complex lending environment, success isn't just about offering the lowest rate--it's about choosing the right partners. The lenders you work with are steward of your business and your brand - are you choosing with intention? 

Join us for a high-impact session designed for mortgage brokers who want to grow their business by aligning with lenders who add value and share vision. We'll explore how strategic partnerships can unlock smarter solutions and elevate client experience. 

You'll gain insights into:

• Market and credit trends shaping borrower needs in Canada
• Why alternative lending is a powerful, client-first solution
• How brokers and lenders can co-educate clients and build trust
• What to look for in a lender beyond the rate sheet
• MCAN's programs--like ICON and SCORE--that are helping brokers stand out
• Our commitment to regional support, innovation, and environmental impact

Bio: Gita Cartwright is a Business Development Manager supporting brokers across GTA West and Atlantic Canada with strategic lending insights.

Date/time: July 23, 2025 / 1:00 - 2:00 PM

Description: This session will explore how mortgage professionals can better identify, assess, and mitigate risk in a changing lending environment. Drawing on his 20+ years of experience in both traditional and alternative lending, Grant Armstrong will share practical insights and real-world strategies to strengthen risk management practices across your mortgage operations.

Bio: Grant is Head of Mortgage Originations at Community Trust Company (CTC), a subsidiary of Questrade Financial Group (QFG). 

Date/time: June 10, 2025 / 12:00 - 1:00 PM

Description: Are you keeping up with compliance guidelines? You don't want to miss this month's webinar with Shawn Allen, from Matrix Mortgage Global. He'll be covering topics on audit review, what to expect and how to prepare, and much more!

Bio: Shawn Allen is a mortgage industry leader with unparalleled expertise, recognized as a 5-time CMA Broker of the Year and Top 100 Global Mortgage Professional (3x). His FSRA-audited, Level 2 compliant brokerage sets the standard for regulatory excellence, making him a sought-after authority on audit presentations and compliance best practices. A visionary community builder, Shawn founded both the Affordable Housing Summit and Toronto Business Summit, creating platforms for economic empowerment. His transformative impact earned him the Scarborough Walk of Fame Award for Business, cementing his legacy as an innovator who elevates both industry standards and community outcomes through ethical leadership.

Date/time: April 3, 2025 / 1:00 - 2:00 PM

Description: Join First National's very own Ana Inacio, Regional Sales Manager - Ontario/Atlantic Canada, and Natasha Alli, Regional Sales Manager Excalibur - Ontario/Atlantic Canada, for an insightful webinar as they explore the key differences between Alt-A Insured, Stated Income, and Declared Income.

This session will provide valuable insights to help you navigate these mortgage options effectively.

Bio: Ana Inacio is the Director, Regional Sales, Ontario/Atlantic Canada at First National Financial LP; Natasha Ali is Director, Regional Sales Excalibur at First National Financial LP.