days to Conference

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.


Make DAC Your Conference This Year!

Retreat Agenda
Retreat Registration
Retreat Speakers

DAC Agenda
DAC Registration
DAC Speakers
Venue and Travel
Young Advisor Award
Partner Package


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.



What's in it for you?  Our past attendees say it best!

"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

"Great content with timely info on each topic. What I liked best:  Dr. Michael Graham and his great insights of the world economy."
- Marilyn Kennedy, Ontario

"Topics covered are current, relevant and potentially game changing. "
- Michelle Crouse, BMO Nesbitt Burns, Nova Scotia

"DAC conference delivered as promised with speakers on new tax matters, embracing technology and having fun with colleagues."
- Ellie Jenner, IG, Alberta

"What I liked best?  The variety of backgrounds and topics, extraordinary content.  DAC provides a wealth of knowledge, opportunity to connect with a diverse group of inspiring people and a program that is progressive, meaningful and fun!"
- Maureen Carse, British Columbia