Distinguished Advisor Conference 2015
Multi Generation Planning:
Growing New Wealth and Relationships in a Digital World
Record increases in global household wealth since 2008 have shifted the emphasis in planning with high net worth individuals from preservation to growth. These are highly mobile people who expect digital access to transact financially from anywhere in the world — whether in their work environments or international retirement havens. Still, these same clients cherish personal advice from their trusted advisors.
Come think strategically with hundreds of top advisors from across Canada who strive to embrace the challenge of building on client relationships from afar. Learn how to accommodate and adapt your practice to your clients' changing lifestyles and priorities, providing "real time" wealth advisory services no matter where they are around the world. Understand the new competencies required to steward "impactful" wealth to next generations and the global community, because that's what's important to The Newly Affluent.
Come think in Puerto Vallarta - voted the friendliest city in the world by Condé Nast Magazine and the "top destination to retire overseas" according to AARP. Overlooking beautiful Banderas Bay, the conference site for this outstanding three-day event featuring 18 influential speakers on cutting edge topics will inspire you.You'll enjoy world-class cuisine and breathtaking open air sculptures combined with the natural magnificence of whale watching, deep sea fishing, and golf on serene vistas — all while forging important new business, educational and personal networks.
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 1-866-953-4768 to enroll by phone. Click here for our registration policies.
What Our Attendees are Saying
"Great format, great locations, great content... and perhaps most importantly great people. Year after year the DAC conference continues to be one of the highlights on our calendar. Bravo!"
Todd Hynes, Vice-President Sales, Transamerica
"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, IA, Wellington West
"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