Welcome to the seventh M3 Elite conference! From Montreal in 2021, we now in in our nation’s capital! This event unites leaders to exchange ideas and shape our industry’s future.
We continue our tradition of fostering innovation, collaboration, and meaningful dialogue in the sessions ahead. Let’s embrace the opportunity to connect, challenge ideas, and inspire growth as we build a brighter future for Canadians.
Enjoy the conference!
Ottawa, Ontario
You’ll find Ottawa nestled at the junction of the Ottawa, Rideau, and Gatineau rivers in eastern Ontario. AsCanada’s capital, it blends stately landmarks and cultural institutions with vibrant, accessible neighbourhoods and natural beauty.
This dynamic city is home to iconic sites like Parliament Hill, the Rideau Canal— a UNESCO World Heritage Site— and world-class museums. In every season, Ottawa invites exploration: skate the frozen canal in winter, stroll tulip-filled gardens in spring, or bike along its extensive riverside trails in summer and fall.
Just beyond the urban core, lush green spaces, forests, and the Gatineau Hills offer endless opportunities for hiking, kayaking, and scenic escapes—all within minutes of downtown.
Travel Documents
As we are travelling within Canada, one valid identification document issued by a Canadian federal, provincial, or territorial government that includes your photo, full name and date of birth is required.
Climate
In mid-October, Ottawa is in the heart of autumn, offering crisp air and a spectacular display of fall colours. Day time temperatures typically range from 10°C to 15°C (50°F to 59°F), while evenings can dip to around 2°C to 5°C (36°F to 41°F), so layering is key.
Attire
For the business sessions, and evening event, smart casual is recommended.
Location
The Fairmont Château Laurier isOttawa’s most iconic hotel, blending French Gothic architecture with luxury modern comforts. Overlooking the Rideau Canal and Parliament Hill, this historic 1912 landmark offers elegant rooms, fine dining, an Art Deco pool, and a storied legacy of hosting dignitaries and celebrities in the heart of Canada’s capital.
Friday, October 17th
3:00 pm - Hotel Check-In @ Fairmont Chateau Laurier
5:45 pm - Cocktail
6:30 pm - Dinner @ e18hteen
Saturday, October 18th
7:30 am - Breakfast @ National Arts Centre (NORTH ROOM)
8:30 am - Opening Words with Dino, Luc, and Sylvain
9:00 am - Everything you wanted to know about credit but were afraid to ask, fireside with Eric Poblete, National Director, Equifax and Rudy Naraine, President, Invis Mortgage Intelligence
9:30 am - Business SUCCESSion with Sebastien Desmarais, VP Tax & Estate Planner and Business Succession, TD Wealth
10:00 am - Simplinsur Announcement
10:10 am - Break
10:30 am - Economic perspective with Chief Economist, Jean-Francois Perreault, Scotia Bank
11:15 am - The Leadership Mirror: How Your Style Shapes Your Business with Rachelle Gregory, Senior Vice President, Merix
12:00 pm - Lunch
1:00 pm - A few words from FCT with Kate Wybrow, Vice President Lender services
1:15 pm - Harnessing AI for financial services with Julia Fournier
2:15 pm - M3-tech roadmap with Jerry Lo, Cheif Information Officer
2:45 pm - Closing Remarks
John Fucale
Senior Vice-President, Broker Relations
Maxime St-Laurent
Director, sales support
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