Program Director

Knowledge Bureau

Home Trust

Portfolio Strategies

Media Sponsor

Investment Executive

Advisor's Edge

Speaking Sponsors

Manulife Bank

Franklin Templeton

CanFin Financial Group

White Glove Workshops

Breakfast Sponsor

Lionridge Capital Management Inc.

Graduate Sponsors

Cadesky Tax


This could be you!

Thomson Reuters


Reserve My Spot

Register today for the 11th Annual Distinguished Advisor Conference!

Contact Carol Scott via email: or via phone at 1-866-953-4768 to reserve your spot.

CE/CPD Credits

DAC is accredited in the Fall every year based upon the prepared agenda. To get an idea of the credits you will earn we've included CE/CPD assigned from the previous year:

Knowledge Bureau Designation Credits - 13 CE/CPD Credits
Alberta Insurance Council - 11 CE/CPD Credits
IIROC – 10.5 CE/CPD Credits
Insurance Council of Manitoba - 12.75 CE/CPD Credits
Chambre de la sécurité financière – 11 PDUs


Tax Deductibility by the Self-Employed

The Distinguished Advisor Conference™ (DAC) is held in locals where Canadians go to retire to determine the economic, retirement, investment, currency, health risk management and tax environment for which tax and wealth planning is required.   This makes the educational programming unique and specific to the wealth management needs of clients and unavailable elsewhere in North America.  Expenditures may be deductible; however, delegates should seek professional advice for their personal circumstances.  A maximum of two conventions per year only are claimable and the business must have a reasonable expectation of profit. Several other criteria may exist for out of country conventions.

Visit our Tuition Fee Deductibility section for more information.

Registration Fees:

  First Time
Returnees Knowledge Bureau
2014 Designates*
Spouses &
Until June 30 $1950 $1850 Complimentary $495
After June 30 $2500 $1950 $1495 $495

*Must graduate by June 30, 2014: Limited Spaces Available

Registration includes 15 hours in session, journal, accreditation, certification, reception, breakfasts, mimosa breaks and group dinner.

Instalment payment options are available if you would prefer a monthly fee. Please contact us for more details.

Bring a friend or colleague.  Group rates are available.  Contact us at 1-866-953-4769 for more details.


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 You can also call us at 1-866-953-4769 to enrol by phone. Click here for our registration policies.