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! To Register Call 1-866-953-4769

LEAD PARTNER

 

DIAMOND PARTNER

 

SILVER PARTNERS

 

                    

 

PARTNERSHIPS AVAILABLE:  BE SURE TO PUT YOUR LOGO HERE!

MEDIA PARTNER MFA/DFA SPECIALIST LUNCHEON PARTNER MIMOSA PARTNER

 

 

AVAILABLE:
PUT YOUR LOGO HERE!

 

PROGRAM DIRECTOR DAC 150: GALA DAC REPORT PARTNER

 

 

 

PARTNERSHIPS AVAILABLE

 

PARTNERSHIPS AVAILABLE

To participate call 1-866-953-4769 or email registrar@knowledgebureau.com


SUNDAY NOVEMBER 5TH

REGISTRATION AND WELCOME EVENTS


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 Okanagan Resort in beautiful Kelowna. Rooms are available on a first come first serve basis only through Knowledge Bureau at the rate of $159 per night plus taxes.

Individual Registration Group Registration

 

2017 DAC Speakers Things To Do And See

 


REGISTRATION AT THE EVENT

 

Pick up your name badge and conference materials.

EXPECT HUGS AND HIGH FIVES!
NOON TIL 5:00


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

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.

 

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.

Individual Registration

 

Group Registration


DAY 1  MONDAY NOVEMBER 6TH   THEME:


VISIONARY LEADERSHIP AT THE CROSSROADS OF CHANGE


CHUCKLE OVER THE PICTURES OF THE NIGHT BEFORE AND DEEPEN RELATIONSHIPS WITH YOUR NEW DAC150 COLLEAGUES, SPEAKERS AND KNOWLEDGE BUREAU STAFF

ENJOY THE SCRUMPTIOUS CANADIAN HOT BREAKFAST OVERLOOKING THE LAKE!


GUEST MASTER OF CEREMONIES
TO BE ANNOUNCED SOON!


THE IMPACT PATHWAY TO A PROMISING FUTURE : HOW TO CRAFT A NEW VISION AT THE CROSSROADS OF CHANGE

Rarely has there been a more challenging, yet exciting era in the tax and financial services.  As old ways are making way for the new, it is in the collaboration of experience and creative vision that our industries are positioning themselves to build a great new value proposition.  That’s the promise this great era of disruption holds.  But just how do you become an engaged and active 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


TRANSFORMATIVE CHANGE:  STATUTORY BEST INTEREST VS FIDUCIARY OBLIGATION

As a member on the Expert Committee to Consider Financial Advisory and Financial Planning Policy Alternatives, Paul Bates has played a key role in concluding definitively that financial planning and the giving of financial advice should be regulated in Ontario, and in the process.

But as former head of trust services as Royal Trust, Dean at the McMaster School of Business and Assistant Professor of Leadership at McMaster Divinity College Paul brings a unique and practical perspective to the issue of financial care and a professional’s role in it:  People matter in a contentious changing world

We are terrified of being taken advantage of; concerned about our privacy, unsure about what is truth and faced with deciphering what extreme volatility means to our financial futures. Never has it been more important to build equity in your relationships.  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.

The Rev. Dn. PAUL K. BATES, M.T.S., FCPA, FCMA, CMC.


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

As disruptive innovation accelerates only one question matters. . .WILL YOU INNOVATE OR DIE?  Today’s stark business reality is this:  40% of major companies will not survive the digital disruptions of the next 5 years and people will continue losing jobs that will never come back again. 

In fact, what work is and who will do it are the key questions you’ll need to discuss with your next new clients:  great employees who are forced into early retirement, entrepreneurs venturing forth into uncertain futures and investors who are growing wary of continued market uncertainty.  Here’s the challenge:  how to scale up for the demanding customized solutions your clients will expect to their complex, time consuming problems. 

Learn the secrets to overcoming negative incentives to change from dynamic duo Jan Bartscht and Jessica Macias, who will inspire you to join the ranks of “new rebels” – the “smart-creatives” who are taking the time to see the future by keeping disruption on their radar.   Futurist Jan Bartscht, is the original “leadapreneur”, and Jessica Macias, the co-founder of 3 successful new organizations in London, Cambodia and Malaysia which have transformed organizations and  developed the skills tens of thousands of individuals around the world.

 

 


MIMOSA BREAK


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


STRATEGIES FOR PORTFOLIO DEVELOPMENT IN THE CROSSROADS OF CHANGE

 

What’s up with the capital markets?  What is “long term” investing these days?  When is the housing bubble going to burst?  Why are we predicting slow growth, post-Trump, when the numbers on the markets keep rising?  Where is the yield for retirees?  When will interest rates rise?  These are questions your clients want answers to, as uncertainty reigns.  Remaining calm is important:   there is, in fact, room to build balanced portfolios.  Find out why in this insightful presentation.

 

BROUGHT TO YOU BY TITLE PARTNER:

PHILIP PETURSSON
Chief Investment Strategist
Manulife Investments


FAKE NEWS AND THE WAR ON TRUST:
How a Focus on “Invested Clients” Can Help You Beat Disruption


The media today is challenged by disintermediation:  the elimination of the “middleman” in providing much-needed services.  As a result, professional journalists must reconsider their role with their audience; this, against a backdrop of grave risk to what can be trusted.  Is this true of the financial services as well?  To what extent has each industry been complicit in its own demise?  Is it too late to turn things around?

 

While the “democratization” of a multiplicity of services in today’s era of disruption has resulted in a weakening of trust, there has also been a boomerang effect:  the rise of outstanding specialists and authorities who provide deep and important expertise.  But who will pay for that?  The successful professional of the future will need to put the focus on “invested clients.”  Where do you find them?  How do you retain them? Learn secrets to your next great opportunity.

 

BROUGHT TO YOU BY:

 

 

Kirk LaPointe is the VP of Audience and Business Development at Business in Vancouver, and early morning radio news host who teaches ethics and leadership at UBC’s Graduate School of Journalism.  He is also the Executive Director of the Organization of CBC News Ombudsmen. Notably, Kirk also ran for Mayor of Vancouver in the 2014 election.  He blogs on media ethics, standards and change at www.themediamanager.com, and, for fun, on music at www.rockzombies.us.


AFTERNOON AND EVENING NETWORKING EVENTS

JOIN IN THE FUN AS A PARTICIPANT,

A SPECTATOR or AN HONOREE!


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 DAC150 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!

 


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. 

 

 

 


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!


CELEBRATING 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


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


THE AGING CLIENT: 
WHEN TO ADDRESS THE ISSUE OF COGNITIVE DECLINE

SPEAKER TBA


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


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


FIGHTING THE AGE OF DISTRACTION:  HOW TO REDEFINE THE CUSTOMER EXPERIENCE IN THE INSURANCE INDUSTRY

 

If you are serious about being successful in the insurance industry going forward, it’s time for Big Change. The prescriptive sales process just doesn’t work anymore;  neither does the current trend in client segmentation.  In this bold session, you’ll understand why the insurance industry has been focused on the wrong things and what’s really driving opportunity.  You will learn the secrets to re-igniting your referral network and how to once again become the driving force for important risk management that families are missing out on.  What’s the new way?  Hint:  learn to think like a detective – investigate, document and formulate.

 

SILVER PARTNER

TODD HYNES
VP Sales, ivari


AFTERNOON NETWORKING EVENTS

(Extra charges may apply)

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


SPECIAL WORKING LUNCH: EARN 3 ADDITIONAL CE CREDITS
LEAN INTO CHANGE:  HOW TO BE A LEADAPRENEUR!

 

1:00 – 4:00  Jan and Jessica are back to wow you into innovation! Of interest to the curiously visionary delegates in the DAC audience who want to learn more about passionately leaning into change, this in-depth workshop will help you embrace a culture of change in your organization and revitalize your strategic vision for your business

 

Find out how to

  • Be a bold and visionary disruptor
  • Understand how to change your culture and lead your circle of influence towards transformative change. 
  • Understand new spheres of entrepreneurship, innovation and how women in business can be engaged and empowered to achieve their career goals.
  • Learn a scientific approact to explaining disruption
  • Hear experiential case studies and detailed real-world examples


FOR THOSE WHO WANT TO NETWORK COMPETITIVELY. . . PLAY 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 FOR THE REST OF YOU. . .HOW ABOUT A NETWORKING FAVORITE FROM  YOUR SCHOOL DAYS – EUCHRE!

for something less physical, BUT just as much fun – and a great way to meet new people - 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!


FOR ALL OF YOU!
THE DAC150 GALA BIRTHDAY BASH

 

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) The World Famous Hollywood Improve and The Comedy Store, Hollywood

 

FROM REGINA - RAPPER DAN INNES

 

AND FROM PETERBOROUGH, SPECIAL GUEST MUSICAL STAR KIM POLLARD

 


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


PAIN FREE PROSPECTING: 
STEPS TO RECREATING YOUR WORLD CLASS PRACTICE

 

If your “here” is someplace you don’t want to be, or your “there” is undefined, you may simply be stuck, and losing ground. Refocusing on your sustainable competitive advantage can be a game changer.  But just how do reinvigorate your business plans – especially your prospecting efforts – into well-orchestrated, easy to implement, step-by-step processes?  To take on this quantum leap requires a critical decision:  can I grow a business that has market value?   Learn to turn a significant corner towards maximum impact in your business relationships from the acclaimed author of  The Financial Advisor’s Guide to Excellence:  Becoming a World-Class Practitioner (Carswell, 2015), instructor of the Personal Financial Management  course in the MBA Program, at Schulich School of Business, and Regional Director with Investors Group.

 

DAN COLLISON, B.A., CFP, TEP


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

ONE LAST CHANCE AT EXTREME NETWORKING AND EXTREME FUN!


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