Distinguished Advisor Conference
November 11-14, 2018, Quebec City
Registrations to DAC are accepted - see application form for early bird registration savings. Please call 1-866-953-4769 for assistance.
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.
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THE CHANGING FACE OF COMMUNITY - Collaboration with Impact
WHAT IS DAC? The DAC is Canada’s pre-eminent educational event for the top wealth advisors in the tax and financial services.
WHY THIS THEME? As an industry and as individuals lucky enough to live in Canada, it’s a great time to work “above our privilege” - that is, to set higher goals, improve services and to give back more in mentorship and engagement to a new client base with vastly different demands of their tax and financial advisors.
THE CHALLENGE? To strive for higher standards of care, a strategic look at the new issues that shape demographic needs, and the resulting tax and economic policies in Canada is critical, in order to interpret what that means for clients in the tax and financial services.
WHO ARE THE SPEAKERS? Experts and visionaries from all sides of the industry including noted senior leaders and serious up-and-comers, will help you change your mindset, refresh your vision, rework your mission and then execute on it!
WHO ATTENDS? Join approximately 200 delegates from across Canada for a rich educational experience and an outstanding time networking with other like-minded advisors who quickly become new friends and colleagues. One quarter come from the tax accounting profession; the rest are investment, insurance and wealth planning specialists. This mix guarantees lively collaboration and engaged learning by the multiple stakeholders who participate in stewarding family wealth.
MAKE A GREAT DECISION: Join the Who’s Who: come to experience education differently at a higher standard.
JOIN US NOVEMBER 11-14 IN BEAUTIFUL QUEBEC CITY!
What's in it for you? Our past attendees say it best!
- Aaron Robertson, CFP, Alitis Investment Counsel, British Columbia
- Brett Watson, RBC, Manitoba
- Marilyn Kennedy, Ontario
- Michelle Crouse, BMO Nesbitt Burns, Nova Scotia
- Ellie Jenner, IG, Alberta
- Maureen Carse, British Columbia
- Kamla Lambert, Manitoba
- Chenine Humphrey, British Columbia
- W. Simpson, Toronto, ON
- K. Hemmett, Winnipeg, MB
- D. Allard, Kelowna, BC
- S. Merten, St. Catharines, ON
- M. Crouse, Bridgewater, NS
- M. Caldwell, Kingston, ON
- Todd Hynes, Vice-President Sales, ivari
- Phyllis Mikolajek, DFA-Tax Services Specialist™, MFA-Business Services Specialist™
– Margaret D. Hodgson, DFA-Tax Services Specialist™