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.