|Dong Lee, AMP||Frank Napolitano, AMP||
Tracy Valko, AMP
|Click here for bio||aaaaaaaaaa||Click here for bio||aaaaaaaaaa||Click here for bio|
Dong Lee, AMP
I have built a diverse professional career in the financial services industry over the past 21 years with senior positions held at Scotiabank, TD, CMHC and most recently Mortgage Architects. 12 years ago, I left the bank to start up a new mortgage brokerage. After navigating through three brokerage acquisitions and leading the industry's two largest one-brand mergers, I now have the privilege of leading this brokerage. As the Broker of Record in most provinces across the country for Mortgage Architects, I have the unique experience of understanding local issues facing brokers across the country.
Throughout my career, I’ve been fortunate to have been mentored by legends of the industry, accomplished incredible goals and navigated through a constant evolution of our industry. More recently I’ve volunteered my time serving on the Mortgage Professionals Canada Fraud Committee, as a frequent speaker at the Ontario Mortgage Broker Course, as a participant on the IMBA Education Committee and as an attendee at the Queen's Park Advocacy Day.
As a married father of three boys, I’ve been blessed to volunteer my time on the Home & School Association as their Treasurer, I continue to coach competitive baseball and currently serve as the President of my alumni graduating class from Queen’s University.
I am at a point in my professional and personal life where I can dedicate more of my time and energy to giving back to our industry by getting more involved in our national association.
Frank Napolitano, AMP
I have been an active member of the financial services community for over 30 years and a Managing Partner and Mortgage Agent with Mortgage Brokers Ottawa since its inception in 2005. Previous to that, I worked for one of the major Canadian banks for over 21 years, 10 years of which were spent as a mortgage specialist.
I am proud to have been invited as 1 of the 18 members representing the mortgage industry to the Second Annual Parliament Hill Advocacy Days 2017 to contribute to the discussion about the most recent rule changes with our Members of Parliament. I have also had the privilege of being called upon to sit on many industry and government focus groups as a representative of the mortgage industry.
For the last 10 years, I have co-hosted a live call-in radio show, "Open House - The Real Estate and Mortgage Show", on 580 CFRA every Saturday morning at 10 am. I am also regular on the CTV Morning News appearing every two weeks. In both mediums I discuss mortgage information with a goal of educating consumers on what to look for in a mortgage. As a result of my consumer education efforts I am frequently called upon by local media news outlets as a resource to help explain the many changes that occur in our industry and try to relate these terms to an average consumer. I use these platforms to discuss not only mortgages and regulations but to showcase the value and benefits of working with Mortgage Agents and the industry as a whole.
I am a long-time supporter of Ottawa charities and fundraising initiatives. I have also been honoured to sit on the Board of Directors for the IBD Foundation since 2009.
I have reached a point in my career where I want to commit more of my time and dedicate my knowledge and experience of mortgages to our industry by getting further involved in our national association. I am excited to have the opportunity to be part of a team and give my professional opinion to help shape the future of mortgages and the industry.
Tracy Valko, AMP
Tracy Valko has been an active member of the financial services industry for nearly two decades. For the past eight years, she has been a mortgage broker in Kitchener-Waterloo. Well respected across Canada’s mortgage brokering landscape, Tracy and her team of mortgage professionals embody the true meaning of honesty, integrity, commitment and professionalism.
Tracy is a seasoned public speaker. Last year, she presented to more than 500 colleagues, lenders, insurers and suppliers about the ins-and-outs of her marketing strategy and community involvement - initiatives that have supported her continual growth throughout her professional career. This year, Tracy will be speaking at the Mortgage Professional Canada National Mortgage Conference in Niagara about the Power of Purpose.
Tracy continually works to build long-term relationships with each client, and fully embraces giving back within her community. Each year, Tracy and her team host a number of complimentary community events, including an outdoor movie night and a public skate. The team also collects donations for their local food bank and is involved with the Chamber of Commerce and volunteers together during the holidays.
Tracy’s passion for consumer education and ensuring Canadians continue to have financing choices and access to affordable housing are driving factors behind her decision to join the Mortgage Professionals Canada Board as an Ontario Director, giving a voice to Canadians. In order to fulfill this strategy, Tracy plans to be a driver of positive change in the mortgage industry. As an active mortgage broker working on the frontlines, it’s important for her to continue encouraging those in power positions to enact positive change.
A huge believer in education around finances, she hopes to devote more time to this cause in the coming years. Tracy has joined forces with her local Member of Parliament, Harold Albrecht, on numerous occasions to inform and engage the community on local issues during roundtable discussions, uncovering how they’ve been personally affected. The 2016-2018 mortgage rule changes have empowered Tracy to take on an advocacy role where she represents Canadians and small business owners both at Queens Park and on Parliament Hill.
Tracy is a four-time CMP Canadian Mortgage Awards nominee and has also been recognized for many years as a Top Broker and Woman of Influence by CMP magazine.