Day 2 - Agenda DAC 2018

SUNDAY NOVEMBER 12, 2018

 

MONDAY NOVEMBER 12 -  THEME: CHANGING FACE OF THE GLOBAL ECONOMY

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7:00 – 7:45 PM

Buffet Breakfast

Start your day with a delicious hot Breakfast buffet.
For attendees and paid guests
7:45 – 8:00 AM

WELCOME AND OPENING REMARKS

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8:00 – 8:45 AM WORKING BEYOND OUR PRIVILEGE

The face of Canada is rapidly changing: our cities, people and demographics are facing unprecedented change. As a community and as individuals, it’s time to work beyond our privilege:  to set higher goals, to better ourselves and give back to our society.  In the changing face of our communities, the work of professional financial advisors is more important than ever.  But change is difficult, and it can be taxing.  To get better results, simplify your efforts and achieve unprecedented financial success, you will need to collaborate, with impact.  Find out how in this inspirational session.

8:45—9:30 AM

THE FIVE STEP PROGRAM:  Fixing Canada’s Competitive Challenge

After decades of calm, the issue of competitiveness is front and centre for Canada.  Dr. Jack Mintz pulls no punches:  we now tax large corporate investments by about 10% more compared to the U.S. Our personal income and sales taxes are higher. And we’re increasing levies on energy, which was already being taxed higher than in the U.S. In fact, small- and medium-sized business owners in the U.S. will be paying lower taxes than ours by a wide margin.   We aren’t just about to lose a whole lot of business. Our governments can expect revenues to take a long slide. To exercise your best interest duties, your deeper knowledge about the tax and trade reforms emerging in North America will serve you well.  Is there a light at the end of the tunnel?  Absolutely, however, the cautious risk manager will likely when the footrace over the foreseeable future.  Find out why.

9:30—10:15 AM CANADA AFTER NAFTA:  Global Portfolio Management

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10:15 – 10:45 AM

MIMOSA BREAK

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

10:45—11:30 PM INVESTING IN A GLOBAL ENVIRONMENT

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11:30—12:15 PM

LEADERSHIP REQUIRED: Dealing with Diversity and Inclusion In Your Workplace

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12:30 -2:00 PM FRANKLIN TEMPLETON LUNCH AND LEARN: Understanding Hedge Funds

Amid growing concerns about market volatility, more advisors are considering hedge strategies to provide additional diversification and reduce risk exposure in their clients’ portfolios.  Against a backdrop of rising volatility, find out how you can provide clients with a “smoother ride” while showcasing the value of your advice?    In this session, you will learn about hedge strategies, their features/benefits, and how you can implement them in clients’ portfolios.

3:00 – 5:00 PM

WALKING TOUR OLD QUEBEC

Go way back to the early 1600’s You won’t want to miss this historic walking tour of Quebec City! This is the best way to really appreciate the French culture and the origins of our Canadian history. The tour will include highlights of the old city including:
• The Citadelle Walls and Fortifications
• The Parliament and Terrasse Dufferin
• Plaines d’Abraham and Panoramic stairs
• Place-Royale and Petit-Champlain

7:00 -10:00 PM OPTIONAL DINNER -LA BÛCHE

It’s your special night out with your fellow DAC attendees, sponsors and speakers for a fun night at La Bûche -the Urban Sugar Shack. Enjoy regional cuisine with a great local atmosphere.
The Menu served family style includes Regional Local Specialties.
Cost: $85 (beverages on own)
Register Here by October 31st