Distinguished Advisor Conference

Agenda

Agenda     Application     Sponsorship

 

Canada 150: Financial Advice at the Crossroads of Change

 

LEAD SPONSOR PROGRAM DIRECTOR
DIAMOND PARTNER
SILVER PARTNERS

                    

 

PARNERSHIPS AVAILABLE

MEDIA PARTNER

MFA/DFA SPECIALIST
LUNCHEON PARTNER

MIMOSA PARTNER
AVAILABLE

 


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!

 


SUNDAY NOVEMBER 5TH


REGISTRATION AND RECEPTION


RESERVE NOW:

 

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.


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.


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

 

Join your fellow attendees for this fun opening reception celebrating all things Canada.  Food from all across the country will be featured along with local music. . .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 new and seasoned DAC attendees, renowned speakers and educational partners from across Canada, including 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:


Title Partner:


Program Director:


DAY 1
MONDAY NOVEMBER 6TH


THEME: CHANGE LEADERSHIP


ENJOY A HOT BUFFET BREAKFAST EACH MORNING TO START YOUR DAY


CANADA:  LEADING THE CHARGE AT THE CROSSROADS OF CHANGE


How to you become a change agent in your profession, and strive higher in your question to build financial freedom at this time of great change in a Knowledge Economy.  Evelyn Jacks kicks off the DAC with her Impact Pathway to the key economic, tax and industry trends that will affect your business and your client relationships in 2018 and beyond.

BROUGHT TO YOU BY:

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


MIMOSA BREAK


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


MIMOSA BREAK PARTNER


EXTREME KNOWLEDGE:  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? Maybe you have change the way you look at things and keep your eye on what the client really wants and needs.

BROUGHT TO YOU BY:

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


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


THE ELEPHANT IN THE ROOM:  THE FUTURE OF GLOBALIZATON


Politics around the world are shaping trade, travel and security.  What insights can the Canadian investor glean from these significant changes?  How can tax and financial advisors work together to manage resulting risks and rewards?  Find out in this dynamic session.


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
JOIN IN THE FUN AS A PLAYER OR A SPECTATOR!

 

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 AND FINANCIAL FREEDOM


TRUE CANADIAN GRIT:  BUILDING LEADERSHIP, COMMUNITY AND WEALTH FOR AN INSPIRATIONAL FUTURE

Master of Ceremonies
GUEST MASTER OF CEREMONIES
DANIEL SONKODI


INNOVATION IN THE FINANCIAL SERVICES
DUANE GREEN AND JEFFREY PENNAL, CIBC

 

PLATINUM PARTNER

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


INSURANCE STRATEGIES FOR THE MULTI-CULTURAL
CANADIAN MARKETPLACE

 

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


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

 

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

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.
We encourage you to come dressed
in your finest Canadian regalia for a fun evening!

 

JOIN OUR SURPRISE COMEDIAN
– JOINING US FROM LA LA LAND,
A SPECIAL GUEST RAPPER,
AND THE DAC MUSICAL ENSEMBLE
–JAMMING TO YOUR FAVORITE CANADIAN SET LIST!


DAY 3
WEDNESDAY NOVEMBER 8TH


THEME:  STEWARDSHIP - RELATIONSHIPS IN THE CROSSROADS


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


LEADERSHIP: 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.


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


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
Founder and President
Knowledge Bureau


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