Find the Sweet Spots in Wealth Management
THINK BIG: There are enormous opportunities to expand your book of business. . . because you have invested in yourself and your team. To be the most knowledgeable, trustworthy, and experienced in the marketplace you need to deepen relationships with your clients. Soar higher, think bigger, and drive your future value proposition. Don’t miss this year’s DAC!
THINK TEXAS! Vast open skies, miles of blue water, rolling valleys and vistas. Located in the beautiful heart of Texas Hill Country just one hour from Austin, Horseshoe Bay Resort offers something for everyone. Whether it be on the lake fishing, waterskiing, a game of golf, shopping, or listening to some fantastic music in hundreds of local music venues, there is so much to do and see.
Make a Great Decision:
Reserve Your Spot Today!
How to Register
Register by sending us your completed application (click here to download) to us by fax at 1-204-953-4762 or email at firstname.lastname@example.org. You can also call us at 1-866-953-4769 to enrol by phone. Click here for our registration policies.
What Our Attendees are Saying
"This conference is top notch, not only providing timely and relevant information, but motivated and dynamic speakers. If you're looking to top grade yourself or your staff I highly recommend both the Distinguished Advisor Conference and the courses. . .offered through the Knowledge Bureau."
Susan L. Misner, B.A. (Econ), goldengirlfinance.com
“I would recommend this conference. . .It’s simply brilliant.”
Jarrett Zielinski, Valley of the Sun LP
“The topics were so great, I couldn’t get up to go to the bathroom for fear of missing something!”
Maria Kent, Portfolio Strategies Corporation
“All three days were great!”
Ellie Jenner, Investor’s Group
“I liked how well organized and very well delivered each topic was. Very Informative.”
Donna Schneider, National Bank Financial
“Great Insight, Great Themes, Excellent Speakers! I increased my knowledge, met lots of new people. I would definitely recommend DAC.”
Siegfried Merten, Merten Financial, Kitchener
“Great opportunity for team building.”
Karen McIvor, IA, BMO Nesbitt Burns, Winnipeg
“Best of the three I have attended. Location was great! Highly recommend.”
Ron White, Scotia Capital, Toronto
“So much excellent information! Loved the enthusiasm and deep knowledge base of presenters.”
Diane Elliott, Millennium Tax Services
“I had the pleasure of speaking at the Knowledge Bureau's conference in Tuscon Arizona. The conference was first class all the way, from Evelyn's phenomenal staff to the participants from Canada who are some of the brightest and nicest people you can find. The 3 day conference was full of networking, learning and business opportunities. I am looking forward to this company growing fast and including both advisors in Canada and the U.S. at the next conference."
Chad Coe, COE Financial Group
“Most valuable idea: leadership and career management potential. . .very well rounded; economic outlook was excellent.”
Terri Eriksen-Parker, BMO Nesbitt Burns
“Good technical information and great speakers and styles. Casual and relaxing!”
Robin Taub, Robin Taub Financial Coaching
“I would definitely recommend this conference. Three key takeaways: use a team, be a leader and be enthusiastic.”
Sandra Erb, Sandra Erb Financial
“Teamwork is essential, values and passions should be part of business planning, technical sessions gave insight. Excellent presentations; very well planned.
John Dauphinee, John A. Dauphinee Controllership
“Incredibly good speakers. Very approachable and willing to discuss the topics outside of the sessions. Very informative with “to the moment” information.
Mary Madsen, Madsen Business Services
“Highly informative and great networking opportunities.”
Vicky Anderson, Tax to Go 2000 Ltd.
Irene Beilstein, U & I Do Books
“The location was awesome! Valuable validation: ethics, honesty and empathy are still a valuable commodity.”
Marion Truax, Truax Office Services