days to Conference

About Conferences


NOV 10-11, 2018
NOV 11-14, 2018


Registration Form Agenda At A Glance Detailed Agenda     Partnership Package


Knowledge Bureau hosts two unique Conferences each year; the Business Builder Retreat and the Distinguished Advisor Conference (DAC). These conferences run back to back in the same city so that attendees can register and attend both should they choose. While each conference focuses on different priorities and skills, they compliment each other and attending both is highly recommended.


This new retreat takes place November 10-11, 2018 at Les Monastère des Augustine in the heart of Old Quebec City. This retreat, especially for entrepreneurial leaders, focuses on the special skills required to meet responsible challenges of business life, while at the same time striving for balance and good health as an individual. It is an educational event suitable for business leaders, owner-managers and executives in any industry.

Check out the Agenda! What makes the Business Builder Retreat so different is that it offers an open forum lead led by experienced executive and health coaches who together with Knowledge Bureau course authors and instructors have chosen  seven topics that are most meaningful to your business development including personal leadership skills, strategic business planning, business law, marketing and technology, all wrapped together with a singular purpose:  how to find and rekindle the  passion for both work life and personal life by removing the noise and distractions. 

Who Should Attend: Entrepreneurs, Small Business Owners and Executives across any industry who are passionate about building their business and careers while improving their work-life balance.

Why You Should Attend: If you feel that you don’t have anyone to discuss work, time or personnel issues with, this is the perfect forum for you. You will be surrounded by like-minded individuals that are grappling with the same emotions you are, while taking on the challenges of new economy business building.

What Will I Learn:  The Business Builder Retreat begins by sharing your story – a bit about how you got here and where you wish to go, with other business leaders who may have similar passions.  Most important,  you will learn that you are not alone with your questions or concerns, and that many others business leaders are facing the same issues as you and are willing to discuss them with you. You will also learn that there are common solutions as discussions  revolve around business and personal coping strategies as relevant and immediately implementable ideas  help you and your business grow.


Now in its’ 15th year, the DAC takes place November 11-14, 2018 at the Hilton Quebec City. This three-day, content-rich event focuses on the issues that businesses face now and in the future from a Canadian and global perspective.  Thought Leaders and subject experts will share their insight and ideas on the topics that are current and relevant to your business. 

Who Should Attend: Advisors from all sides and disciplines in the tax and financial services, as well as Business Leaders, Entrepreneurs and Executives across any industry.  Especially important for advisors who are working in wealth management teams and connections with the skilled tax and bookkeeping specialists who support the detailed analysis required to build sustainable wealth.

Why You Should Attend: Complex wealth management, family business, and retirement planning requires a deep and broad knowledge of the issues that will affect your clients most over the next five years.  If you wish to enhance your value proposition to offer your clients the newest information, suggestions and solutions in the business community to confidently position their financial goals for success,  you need to attend the DAC, and experience education differently.

The conference focuses on the tax and economic issues that Canadians face both at home and globally. This years’ theme is The Changing Face of Community:  Collaborating with Impact and explores topics ranging from Canadian competitiveness, technology, privacy, regulation and ethics, demographic change, immigration, insurance underwriting,  taxation for private corporations and U.S. asset holders, the prevention of elder abuse, portfolio management in a new global trading  environment, and how it effects your business and even more importantly how you can better prepare to be an impactful leader to meet your clients concerns in this ever-changing climate.

What Will I Learn:  By the end of DAC, you will feel prepared to offer your clients new advice and answers to their questions, with clarity and confidence. You will sharpen your communication skills, have information on new products and solutions that will help you and your client make informed decisions and you will feel more confident in discussing the important financial issues that affect Canadians now and in the future.


What last years attendees said…

"Thanks to all of Knowledge Bureau for putting such a great event in Kelowna. Being that it was my first time, I did not know what to expect going in. DAC completely exceeded whatever expectations I did have and I know I am a better adviser and person now for attending. The knowledge and value I got out of it is priceless and something that I will carry with me the rest of my life. I also made some great connections with some of my fellow attendees of whom I have followed up with and hope to keep the relationships going forward. My CEO was happy to hear I got great value out of it, and I am hoping he sends me again next year. "
- Aaron Robertson, CFP, Alitis Investment Counsel, British Columbia

"Amazing speakers. Excellent value. Different content compared to other conferences. What I liked best? The quality and diversity of speakers. "
- Brett Watson, RBC, Manitoba