Broker Exchange 2026: Where Mortgage Brokers Meet & Learn
About this Event
You asked for an event built for mortgage professionals. Now, Broker Exchange is back.
Working as a mortgage agent or broker can feel like a one-person show: juggling files, chasing deals, and trying to keep your business moving. Broker Exchange is about building a community behind the business—a room where you can connect with people who get what you do, exchange ideas, and leave with fresh perspective and energy.
Presented by Fides Mortgages, this year's event brings mortgage agents and brokers together for breakfast, networking, and three sessions covering the economy, coaching and mindset, and AI and technology.
Join us Thursday, November 12, 2026, from 8 AM to 1 PM at Durham Convention Centre, 630 Beck Crescent, Ajax, ON.
Meet Your Speakers
Shelly Kaushik — Economy
Shelly Kaushik is Senior Economist and Vice President at BMO Economics, researching the Canadian and regional economies, fiscal policy, and country risk. Before joining BMO in 2020, she worked on fiscal policy at the Department of Finance Canada. She holds economics degrees from the University of Waterloo and Queen's University. Her session will focus on the economic landscape and the context mortgage professionals need for informed conversations with clients and referral partners.
Larry Kozak — Growing Your Mortgage Business
Larry Kozak is a speaker and coach with The Mike Ferry Organization. He joined the organization in 1990 and became a coach in 1999, helping thousands of agents develop their businesses. His coaching emphasizes consistency, productive habits, follow-up, and a strong mindset. Join Larry for a session on coaching and mindset, with a focus on bringing renewed discipline and energy to your business.
Daniel Foch — How to Work Less & Make More with AI
Daniel Foch is a real estate professional, podcast host, Habistat founder, and brokerage owner whose work connects market insight with technology. Through HomiesAI, he is helping real estate professionals use AI to support research, content, follow-up, and everyday business workflows. His session will explore AI, technology, and HomiesAI—and what mortgage professionals can learn from the changing tools around them.
Agenda
- 8 AM–10 AM: Breakfast and Networking
- 10 AM–11 AM: BMO Economist Shelly Kaushik — Canadian Economy
- 11 AM–12 PM: Larry Kozak — Growing Your Mortgage Business
- 12 PM–1 PM: Daniel Foch — How to Work Less & Make More with AI
Why You'll Want to Be There
- Connect with mortgage agents and brokers who understand the same wins and challenges.
- Gain economic perspective to support better client conversations.
- Recharge your mindset and revisit the habits behind a consistent business.
- Explore how AI and technology are changing the way industry professionals work.
- Enjoy breakfast and meaningful conversations in a community built for mortgage professionals.
Thanks to our sponsors, admission is free. Capacity is limited to 100 people, so register to save your spot and bring your business card.
Our Sponsors
Presented by Fides Mortgages
Diamond Sponsors
- VWR Capital Corp.
- Nava Wilson LLP
- Apprify
- Clarus
Gold Sponsors
- BMO
- Walker Head Lawyers
- HomeEquity Bank
- Home Trust
- TrueValue Appraisal Group
- Home Value Inc.
Thank you to our sponsors for helping bring mortgage professionals together to learn, connect, and grow.
Agenda
🕑: 08:00 AM - 10:00 AM
Breakfast & Networking
🕑: 10:00 AM - 11:00 AM
BMO Economist Shelly Kaushik on the Canadian Economy
Host: Shelly Kaushik
🕑: 11:00 AM - 12:00 PM
Larry Kozak on Growing Your Mortgage Business
Host: Larry Kozak
🕑: 12:00 PM - 01:00 PM
Daniel Foch on How to Work Less & Make More with AI
Host: Daniel Foch
Where is it happening?
Event Location & Nearby Stays:
CAD 0.00
