Distinguished Advisor Conference
November 5-8, 2017, Kelowna, British Columbia
Take a more strategic look at the new issues that shape tax and economic policy in Canada and what they mean for wealth management professionals and their clients.
Canada 150: Financial Advice at the Crossroads of Change
Why you need to attend: The DAC is Canada’s pre-eminent educational event for the top wealth advisors in the tax and financial services. It addresses today’s key technical trends and business issues from an academic perspective. Its delegates and speakers reflect on the outcomes of change in private sector forecasting, domestic and international tax law and economic policy making, as well as the regulations that affect the work that professional advisors do.
What is it about: What’s revealed by prominent thought leaders at DAC, are the strategic and practical applications that are required to steward family wealth. Experts and visionaries from all sides of the industry including noted senior leaders and serious up and comers, will help you refresh your vision, mission and execute on it.
FINANCIAL TRIVIA QUESTION
What are the four elements of Real Wealth Management™?
Who attends: Last year close to 200 delegates had an outstanding time in San Diego, California. DAC delegates join us from across Canada. One quarter come from the tax accounting profession; the rest are investment, insurance and wealth planning specialists. This mix begets lively collaboration and engaged learning.
Make a great decision: Join the Who’s Who: come to experience education differently at a higher standard, in greater depth, with unique networking and socializing opportunities.
Come to DAC: Nov 5-8, 2017 at the beautiful Grand Okanagan Resort in Kelowna, B. C.
What's in it for you? Our past attendees say it best!
- W. Simpson, Toronto, ON
- K. Hemmett, Winnipeg, MB
- D. Allard, Kelowna, BC
- S. Merten, St. Catharines, ON
- M. Crouse, Bridgewater, NS
- M. Caldwell, Kingston, ON
- Todd Hynes, Vice-President Sales, ivari
- Phyllis Mikolajek, DFA-Tax Services Specialist™, MFA-Business Services Specialist™
– Margaret D. Hodgson, DFA-Tax Services Specialist™