Distinguished Advisor Conference 2019

Theme: Economic Resilience - Wealth Creation and Distribution in the New Economy

RSVP NOW! Ask us about early registration discounts and our easy instalment plan.  Bring your spouse, too - it's hot and beautiful in this Canadian Retirement Haven - Puerto Vallarta!  Earn up to 15 CE/CPD credits.


Come back often as we fill out the agenda and announce our speakers.  Apply to join the roster with your suggested topics as well!

DAC DAY 1 - SUNDAY NOVEMBER 10

Registration Day

DAC DAY 2 - MONDAY NOVEMBER 11

Theme: Sharing Knowledge in Wealth Creation

DAC DAY 3 - TUESDAY NOVEMBER 12

Theme: Relationship Management, Ethics and Compliance

DAC DAY 4 - WEDNESDAY NOVEMBER 13

Theme: New Economy Opportunities


Learn how to accommodate and adapt your practice to your clients’ changing lifestyles and priorities, providing “real time” wealth advisory services no matter where they are around the world. Understand the new competencies required to steward
“impactful” wealth to next generations and the global community, because that’s what’s important to The Newly Affluent.

MAKE A GREAT DECISION. JOIN THE WHO’S WHO.
COME AND EXPERIENCE EDUCATION DIFFERENTLY AT A HIGHER STANDARD.

 

Who Should Attend?  This is Canada's premiere educational conference with experienced professionals from all side of financial services; including wealth advisors, tax accountants and bookkeepers who want to think more strategically about the advice they need to help their clients create tax efficient wealth.  If you aspire to be a more competative leader in your industry, DAC is for you.  It's an invaluable experience that will super-charge your success potential!

Who's Coming?  You will collaborate and network with 20 outstanding speakers, thought-leaders and inspirational mentors who will re-energize your commitment to excellence in your career, your business and all your relationships.

What Will You Learn? Learn the cutting edge trends in investment, retirement, tax and succession planning while analyzing the issues that affect high net worth individuals, owners of private corporations and successors.  Understand industry best practices as you operate in a changing regulatory environment and participate in new end-to-end digital experiences for most financial transactions.  This conference is chock full of business building tips from strategic planning, to marketing, to best practices and relationship management.  It covers the most recent changes and compliance trends in personal, corporate, cross border and estate taxation as well.