days to Conference

Distinguished Advisor Conference 2016



Plan for Your Greater Potential

What does it take to be a Top Gun in the financial services? To be amongst the most highly regarded in your industry, you must exhibit the characteristics reserved for the elite: exceptional academic achievements, personal outstanding leadership and teamwork abilities and most of all, a stronger drive than others to be at the top of your field.

This year, the Distinguished Advisor Conference is for and about the Top Guns. Learn what it takes to soar higher in your success as we tackle cutting edge technical tactics and demonstrate skilled maneuvers to employ when your clients’ affairs are under attack from a variety of risks. Explore your greater potential: be fully prepared to gain the upper hand in financial dogfights relating to tax, retirement, succession and estate planning.

Join us in San Diego at the stunning Loews Coronado Resort with views of the shimmering bay and the beautiful city skyline. At this private beach resort - with paddle boarding, sailing, fishing and golf nearby - Forge important new business, educational and personal networks. Experience education differently: at a higher standard.

Registration Form


Make a Great Decision: 
Reserve Your Spot Today!

Sponsorship Package

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 enroll by phone. Click here for our registration policies.

What Our Attendees are Saying

"DAC 2015 was OUTSTANDING… in every respect!  You really hit it out of the park with a combination of strong speakers & idyllic venue.  You did a wonderful job of weaving a common theme through a very diverse lineup of speakers.  All of the issues around millennials are fascinating – from business opportunity to succession planning.  On a personal note with 3 millennial children, there were some takeaways as well.  Puerto Vallarta – a perfect venue.  So much to see and do – fabulous dining, and the beach!! You have the vision and a great team.  Congratulations!"
Michelle Crouse, BMO Nesbitt Burns Inc

"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, ivari - formerly Transamerica

"All three days were great!"
Ellie Jenner, Investor's Group

"The sophistication of the content, speakers and audience. . .DAC is terrific."
N. Griffin, ON

"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

"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