News Article

DAC:  A Strategic Look at The Crossroads of Change in The Financial Services

Posted: February 13, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking

At a time when governments are more closely monitoring changes in global GDP growth, the effect of protectionism, rising commodity prices, currency fluctuations and sluggish business investment and their effects on the long-term financial well-being of Canadians, the 21st century wealth advisor needs to better understand the strategy behind the tax efficient investment recommendations made to the families he or she works with.  That’s the key reason why attendance at DAC is critical to your success.

We would like to remind you that the best tuition fees for the conference have an early deadline of today.  The fees will rise after this for a second early-registration deadline ending June 30.  They rise again for the final early registration opportunity of September 30.  After this date, full fees apply for walk-up clients. Please visit for detail or call registrar office at 1.866.953.4769.  An affordable instalment plan is available.

The DAC is Canada’s pre-eminent educational event; it addresses today’s key technical trends and business issues from a practical perspective - a must-attend for advisors who want to be at their best to forge deeper relationships with their clients and challenge themselves out of their comfort zones to do so.

This year theme is Canada 150: Financial Advice at the Crossroads of Change. Experts and visionaries from all sides of the financial services industries, will help you refresh your vision, mission and execute on the strategic and technical skills required to serve your clients in this time of significant change.  Please visit our website often as we are building exciting agenda.


But, it’s not just about Extreme Education . . . but also about Extremely Fun Networking! DAC will be held at the beautiful Grand Okanagan Resort in Kelowna, B. C. located in the Rocky Mountains.  This beautiful venue offers everything from pristine lakes, orchards and vineyards and even a legendary lake monster - Ogopogo!  There’s lots to see and explore during your visit to western Canada. It is also your opportunity to earn 15 CE/CPD credits from Knowledge Bureau, IIROC and Insurance Councils.

Last year close to 200 delegates had an outstanding time in San Diego, California. DAC delegates join us from across Canada.  One quarter come from the tax accounting profession; the rest are investment, insurance and wealth planning specialists. This mix begets lively collaboration and engaged learning. Please click here to find out what topics and keynote speakers you missed last year. Please visit also our last year DAC photo gallery and sample great atmosphere that was in San Diego during DAC.

"All around best conference for education and improvement. It will truly accelerate all elements of your business." - K. Hemmett, Winnipeg, MB


Remember:  visit us often on the DAC web page prepared especially for you to learn more about things to do and see in Kelowna. For more information, click here or call toll free 1-866-953-4769 for personal assistance.

Call us today at 1.866.953.4769, save on tuition fees and reserve you spot as seating is limited.

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