Knowledge Bureau




Franklin Templeton Investments




TFSA Maximizer


Home Trust


Investment Executive


This could be you!

days to Conference

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.


Agenda     Single Application     Group Application     Sponsorship


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.



Here’s the question: (you must answer correctly)

What percentage of Canadians feel
they are financially prepared for retirement?


Click here to answer our Canadian Financial Trivia Question
and Win a Free Registration to DAC!

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!

"Very deep and thoughtful thinking about the future of the wealth management industry."
- W. Simpson, Toronto, ON

"All around best conference for education and improvement. It will truly accelerate all elements of your business."
- K. Hemmett, Winnipeg, MB

"Great networking, always learn something I can take back; made me re-think what I am doing."
- D. Allard, Kelowna, BC

"Excellent selection of speakers and topics."
- S. Merten, St. Catharines, ON

"Great content, fabulous speakers."
- M. Crouse, Bridgewater, NS

"I like the focus on how our clients can gain if we do the right job and there is no reason we should not do the right job."
- M. Caldwell, Kingston, ON

"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

"How wonderful to listen to these young millennials – intelligent and articulate. What a promising future we have if this is an example of our leaders of tomorrow."
- Phyllis Mikolajek, DFA-Tax Services Specialist™, MFA-Business Services Specialist™

"I (go to DAC) all the time because it is very professionally managed and I learn so many ideas."
– Margaret D. Hodgson, DFA-Tax Services Specialist™