Distinguished Advisor Conference

Agenda

2017 DAC Speakers Line-up     Individual Application Form     Group Application From

 

THEME: FINANCIAL ADVICE AT THE CROSSROADS OF CHANGE

Come Back Often As We Announce New Partners And Speakers!

LEAD PARTNER

 

DIAMOND PARTNER

 

SILVER PARTNERS

 

                    

 

PARNERSHIPS AVAILABLE

MEDIA PARTNER MFA/DFA SPECIALIST LUNCHEON PARTNER MIMOSA PARTNER

 

 

AVAILABLE

 

PROGRAM DIRECTOR

 

To participate call 1-866-953-4769.


SUNDAY NOVEMBER 5TH

REGISTRATION AND RECEPTION


RESERVE NOW UNTIL JUNE 30 FOR EARLY REGISTRATION OFFERS AND RESERVE YOUR TABLE OF SIX DELEGATES AT LOW, LOW TUITION FEES.

 

Join us Nov 5-8th at the Delta Grand Resort in beautiful Kelowna for the 14th Annual DAC. Rooms are available on a first come first serve basis only through Knowledge Bureau at the rate of $159 per night plus taxes.

 

Register

 

Speakers


REGISTRATION AT THE EVENT

 

We look forward to welcoming you to Kelowna and the 14th Annual DAC Conference. Please come by to pick up you name badge and conference materials in the afternoon as you arrive in Kelowna.


SUMMERHILL PYRAMID WINERY TOUR AND LUNCH

 

Arriving Early? Join us Sunday afternoon to enjoy Summerhill Pyramid Winery, taste their amazing wines and see the replica of the Great Pyramid of Egypt. Summerhill is the largest certified organic vineyard in Canada and was named ‘Canadian Wine Producer of the Year’ in 2009 by the International Wine & Spirits Competition in London, England. Enjoy the great local and creative cuisine of Summerhill’s Sunset Organic Bistro overlooking beautiful Okanagan Lake.

 

Itinerary:
1:00 Depart the Delta Grand Resort
1:30 Summerhill Pyramid Winery – wine tastings
2:00 Summerhill Pyramid Winery – 2 course lunch
3:45 Tantalus Vineyards – wine tastings
5:00 Drop off at the Delta Grand Resort

Sign up details to follow


First come, first served!

Spots are limited so be sure to register early!

 


DAC FIRST TIMER’S WELCOME RECEPTION

 

Calling all first-timers’ at DAC! Please join us for this very special welcome celebration. West coast meets Prairie Folk meets central Canada meets East coast! The DAC is all about great education and great networking and we want to make sure you have chance to shine at both! This is a great way to become part of the DAC family, hosted by Knowledge Bureau’s Sr. VP of Business Development, Al Jacks.


Dress:  Business Casual


DAC OPENING RECEPTION:
CELEBRATING TOP CANADIAN FINANCIAL PROFESSIONALS

 

Yummy food and shoe-tapping music from all across our beautiful country will welcome you:   think fabulous West Coast Salmon, Fantastic Prairie Beef, Poutine Bar, French Canadian Pea Soup, Mini Maple Donuts, etc., etc.

 

This is your opportunity to meet, greet and build new relationships with the DAC 150 attendees, including our renowned speakers and educational partners from across Canada.  You will also meet the winners of the DAC Young Advisors Awards and the esteemed graduates of the Master Financial Advisor and Distinguished Advisor Awards.


Dress: Business Casual

Your Hosts:


Lead Partner:


Program Director:


To participate call 1-866-953-4769.


We are building the agenda and confirming speakers, partners and the latest breaking news and how it will affect your clients right now. For the latest additions to the Agenda check out the website often! www.knowledgebureau.com


DAY 1  MONDAY NOVEMBER 6TH   THEME:


VISIONARY LEADERSHIP AT THE CROSSROADS OF CHANGE


ENJOY A HOT BUFFET BREAKFAST EACH MORNING TO START YOUR DAY AS YOU CHUCKLE OVER THE PICTURES OF THE NIGHT BEFORE AN DEEPEN RELATIONSHIPS WITH YOUR NEW DAC150 COLLEAGUES, SPEAKERS AND KNOWLEDGE BUREAU STAFF


TBA

GUEST MASTER OF CEREMONIES
TO BE ANNOUNCED SOON!


THE IMPACT PATHWAY:
A NEW VISION AT THE CROSSROADS OF CHANGE


An innovative future in the financial services, poised to take advantage of the great opportunities to shed the old and build the new:  that’s the promise this great era of disruption holds for us.  How to you become a change agent in your profession, and strive higher in your quest to build financial freedom for your clients?   Evelyn Jacks kicks off the DAC150 with her thesis on a new  Impact Pathway and shares ways to develop a new vision and passion for the economic, demographic and tax changes that affect your clients the most in 2018 and beyond.

BROUGHT TO YOU BY:

EVELYN JACKS, MFA™,
DFA-Tax Services Specialist™
President & Program Director


THE INNOVATION ECONOMY:  STRATEGIES FOR PORTFOLIO DEVELOPMENT IN THE CROSSROADS OF CHANGE

 

What’s up with the capital markets?  What is long term?  When is the housing bubble going to burst?  Slow growth, post-Trump, where is the yield?  Remaining calm is important – there is room to invest in balanced portfolios.

 

BROUGHT TO YOU BY TITLE PARTNER:

PHILIP PETURSSON
Chief Investment Strategist
Manulife Investments


MIMOSA BREAK


Test Your Financial Trivia Skills for a chance to win Great Prizes


MIMOSA BREAK PARTNER


RELATIONAL EQUITY:  FROM TRANSACTION TO TRANSFORMATION


In a contentious world, never has it been more important to build equity in your relationships. People are terrified of being taken advantage of; concerned about their privacy, unsure about what is truth and what is “fake news”; and faced with deciphering what extreme volatility means to their financial futures.  In this insightful session, you’ll find out how to recalibrate your practice – one deep relationship at a time – using new tools to be the absolute go-to, most trusted advisor, no matter what is needed.

PAUL BATES
Senior Member
Capital Markets


INNOVATE OR DIE: 
How to survive and thrive in the age of digital disruption


Is your business in the extinction or rejuvenation stage? Right now, disruptive innovation is creating a new business reality.  In this brave new world, the traditional rules of success no longer apply:  leaders must transform their companies to find new paths.  Those who transform fast enough are experiencing exponential growth; those who aren’t are finding themselves in businesses that are dead or dying.  As disruptive innovation accelerates only one question matters. . .WILL YOU INNOVATE OR DIE?


CELEBRATE CANADA’S WINTER PASSION:
A CURLING FUNSPIEL!!!


Network with other attendees as you enjoy lunch and a fun afternoon of curling at the Kelowna Curling Club! No need for experience, we will have instructors on hand to teach you the basics. There will be teams and a funspiel style tournament including prizes.


Itinerary:
1:00 Depart the Delta Grand Resort walk to Curling Rink
1:15 Buffet Lunch
2:00 Curling Instruction and tournament
4:00 Return to the Delta Grand Resort

 

KELOWNA CURLING CLUB
 

Reserve Now - First come, first served! Spots are limited so be sure to register early!


THE GRADUATE CHAMPAGNE RECEPTION
FOR MFA/DFA-SPECIALIST DESIGNATION GRADUATES AND UNDERGRADUATES: A BY-INVITATION-ONLY EVENT!


“By invitation only” this champagne reception honoring the achievement of MFA™ and DFA-Tax and Bookkeeping Specialist Designations™.  Both grads and under-grads of these prestigious designation programs will be invited to be in attendance to applaud the achievements of their peers, share stories of their work and hear what’s coming up for them at Knowledge Bureau. 

 

EDUCATIONAL PARTNER:  TBA

 


PRIVATE WINE AND FOOD PAIRED CULINARY CLASS AT MISSION HILL FAMILY ESTATE


Designed for both the novice cook and culinary connoisseur, Chef prepares classic dishes in their state-of-the-art Culinary Theatre where they readily share their expert knowledge about ingredients and techniques that are essential to the creation of great food. From kitchen staples to epicurean curiosities, come and enjoy their passion and craft. Each three-hour session is interactive, informative and delectable.


Itinerary:
4:00 Depart the Delta Grand Resort
5:00 Mission Hill Family Estate –wine and cellar tour
5:35 Mission Hill Family Estate – private wine and food paired  culinary class with meal
8:35 Arrive to load
8:45 Depart Mission Hill Family Estate
9:05 Drop off at the Delta Grand Resort

Reserve Now - First come, first served!

Spots are limited so be sure to register early!

 


OR MAKE PLANS TO JOIN YOUR COLLEGUES FOR DINNER AT ONE OF KELOWNA’S GREAT RESTAURANTS – CHOICES AND SIGNS UPS TO FOLLOW


If a wine tasting and culinary class are not for you, not to worry we have other options available, stay tuned as we offer some other choices for a great evening in Kelowna.


DAY 2 TUESDAY NOVEMBER 7TH


THEME:  BUILDING WEALTH FOR AN INSPIRATIONAL FUTURE


TBA

GUEST MASTER OF CEREMONIES
TO BE ANNOUNCED SOON!


EXTREME KNOWLEDGE:  FINDING THE VALUE IN TOMORROW’S ADVICE


No value proposition; no survival.  That’s the new mantra in the crossroads of change in the professional financial services.  How do you differentiate and specialize when your key competitors include multiple industry players and outstanding artificial intelligence? It boils down to what you know and how you communicate it to your clients.  And that’s of paramount importance because it’s become obvious:  family wealth is under increasing attack from rising taxes.  Find out more about recent tax changes on both sides of the border that will propel your professional value at a time when both the tax and financial services industry faces big pressure from compliance and the effect of robo solutions.

 

BROUGHT TO YOU BY:

KIM MOODY
Director, Canadian Tax Advisory
Moodys Gartner Tax Law LLP


INNOVATION IN THE FINANCIAL SERVICES
 

PLATINUM PARTNER

 

Have you entered the Client Innovation Awards?  Be sure to do so before July 31, 2017.  In this outstanding session, you’ll be inspired by top peers who are running their business in a more innovative and exciting way.  Their award-winning energy and experience will leave you refreshed and excited, too!

DUANE W. GREEN
Managing Director, Canada
President and CEO
Fiduciary Trust Company of Canada


DO THE RIGHT THING: 
WHAT’S NEXT FOR THE INSURANCE INDUSTRY?

 

Are you prepared to leverage technology and social media to engage new clients and make it easy for your next client to seek you out?  Do you know what that person really wants?  Do you really understand how to best offer your help?  At a time when the face of distribution is changing, your great opportunity is to strategically align with your client.  In fact, those who do this really well, will drive the industry forward!   Find out more from this experienced and impassioned voice who will provide new fodder for the perplexed to DO THE RIGHT THING at the crossroads of change.

 

SILVER PARTNER

TODD HYNES
VP Sales, ivari


THE TFSA MAXIMIZER
In this session, you will learn about the benefits of Structured Mortgage Investments in your clients’ RRSP and TFSA Plans

 

 

SILVER PARTNER
M-LINK MORTGAGE INVESTMENT CORPORATION

SANDY AITKEN
President & CEO
M-Link Mortgage Investment Corporation


AFTERNOON NETWORKING EVENTS

JOIN IN THE FUN AS A PARTICIPANT, A SPECTATOR or AN HONOREE!


SPONGE BALL STREET HOCKEY. . . 
What could be more Canadian than Ball Hockey? Join your friends and colleagues for a fun game of street hockey. Play or just cheer on.

 

. . . AND EUCHRE?
Or for something less physical join us for an Afternoon Euchre Tournament. Cost and further details to follow…

PLAY OR CHEER ON: 

 

Reserve Now - First come, first served!

Spots are limited so be sure to register early!


THE DAC GALA BIRTHDAY BASH
HAPPY 150TH BIRTHDAY CANADA

 

JOIN OUR VARIETY SHOW AND MUSICAL JAM FEATURING STARS OF THE FINANCIAL SERVICES

 

Our Final night Gala will take place in a unique venue, an old apple packing Plant! The Laurel Packing House is located across the street from the Delta Grand Resort and is a unique location that highlights the area’s history. This year we will be holding a variety show, featuring entertainment and a sit-down dinner inspired by fresh local cuisine.

 

DRESS DAC150 STYLE:  As usual, we encourage you to come dressed in your finest (and goofiest) Canadian regalia for a fun evening!

 

 

Be sure your corporate name is on the Gala Partner List.
Call us today for 1-866-953-4769 for more information.

 

STARRING OUR SPECIAL GUEST HOST 
CANADIAN ACTRESS AND COMEDIAN AISHA ALPHA

One of Canada’s Top Comedians Now Living in Los Angeles, you’ll recognize her from:

 

  • Degrassi: The Next Class (Netflix),
  • The Beaverton (Comedy Network)
  • Opie’s Home (TVO). Air Farce New Years Eve Special (CBC)
  • Too Much Information (SuperChannel)
  • Just For Laughs Festival, (Montreal) 
  • JFL42 (Toronto),
  • Winnipeg Comedy Festival,
  • SheDot Festival (Toronto),
  • And in the US:  The Break Out Comedy Festival (Chicago), The Largo (LA), World Famous Hollywood Improv, The Comedy Store (Hollywood), The Laugh Factory (LA & Chicago), Rumors Comedy Club (Winnipeg), Absolute Comedy (Toronto & Ottawa), The Comedy Mix (Vancouver), Cape Town Comedy Club (South Africa), Goliath Comedy Club (South Africa)

DAY 3 WEDNESDAY NOVEMBER 8TH


THEME:  STEWARDSHIP - RELATIONSHIPS IN THE CROSSROADS


WE ARE WORKING ON SOME INCREDIBLE EDUCATIONAL SESSIONS FOR YOU. . .CONFIRMED SO FAR. . .


HOW TO BE A HIPSTER: 
Create more and better business by becoming annoyingly authentic.

 

Are you fluent in the present?  Everything is convenient and in abundance online, and the world is moving away from bricks and mortar and three piece suits to online check-outs.  We may even think that Knowledge Authorities, like professional advisors, will become obsolete soon.  But the opposite is true!  Today’s Hipsters do want financial advice, just not from their Dad or Mom!

 

Now is the time to rediscover how your unique skills, interests, talents and experience beyond the financial industry can help you better relate and be seen as a trustworthy and essential part of the new generation of money makers.  In this entertaining session, find out to “get more real” about your WHY and HOW, better understand who you want to work with and who you don’t, and lean into your uniqueness and authenticity as a branding technique.

 

Your entertaining thought leader Aisha Alfa was born in Nigeria, is an ex-professional soccer player, represented Korea in the Asian Gaelic Games, knows pi to 25 digits and hates bananas. She has lived in 5 countries, visited 6 continents and can do a mean Eartha Kitt impression.  She is also a  sports psychologist and an accredited Certified Professional Coach from the Fowler Wainwright Institute of Coaching.


YOUNG ADVISORS PANEL


Moderator Barbara Foy-Pilchner, Vice President, National Accounts, Manulife Investments, is joined by this year’s recipients of the Distinguished Young Advisors Award – who will challenge DAC delegates to think deeply about the Financial Advisory Services of the Future.

 

BROUGHT TO YOU BY:

      

BARBARA FOY-PILCHNER
VP, National Accounts
Manulife Investments


EMBRACING YOUR LEADERSHIP POTENTIAL:  
ONWARD ENTHUSIASTICALLY IN AN INCREDIBLE ERA OF CHANGE


As Chairman and CEO of AGF Management Ltd. Blake Goldring has been in a leadership role for one third of the company’s 60 years.  In that time he has forged growth and expansion of the business through numerous business cycles, recessions, financial crises and enormous growth In this session he will share his perspectives on the current state of global turmoil and bring important context to the future of financial advice at the crossroads of change.

BLAKE GOLDRING
CEO & Chairman
AGF Management Ltd.


CONFERENCE CLOSE:  TAKING IT TO THE STREET

 

Announcing the Winner of the Free Attendance Draw - DAC 2018 and closing comments from the Programming Director and President of Knowledge Bureau, Evelyn Jacks.

 

BROUGHT TO YOU BY:

EVELYN JACKS, MFA, DFA-TAX SERVICES SPECIALIST
Founder and President
Knowledge Bureau


AFTERNOON NETWORKING EVENTS

JOIN IN THE FUN AS A PARTICIPANT, A SPECTATOR or AN HONOREE!


PRIVATE HIKING TOUR UP KNOX MOUNTAIN WITH A BOXED PICNIC LUNCH


If you are staying on after the conference, consider joining us for an exhilarating hiking experience up the Apex trail on Knox Mountain. The hike takes about 2 hours at leisurely pace as it leads to eventually reach the upper lookout. The local and knowledgeable Guides are happy to help you explore the area, teach you about the flora, fauna and history of our homeland. Be sure to bring your camera, the views are spectacular!


Suggested Itinerary:
1:30 Depart the Delta Grand Resort
1:45 Time for a gourmet picnic lunch
2:00 Begin Guided Hike at Knox Mountain
4:00 Vehicle arrives to load
4:15 Depart Knox Mountain
4:45 Drop off at the Delta Grand Resort