News Article

DAC Tackles Financial Advice at Crossroads of Change

Posted: February 07, 2017 By : Knowledge Bureau Staff
Posted in: Breaking News

The headlines around the world have been intense and for some, disturbing, over the last several weeks as borders have closed and diversity, financial and judicial systems have been challenged by change.  What does the future hold for Canadian investors and their advisors as a result of this uncertainty? 

The Distinguished Advisor Conference (DAC) will tackle the issues November 5 – 8 in Kelowna.  If you are ready to think strategically about the issues of the day and what they mean, you need to be there.

“We are pulling together an agenda featuring the leading thinkers in the financial services, to prepare you and your clients for business building in the future.” Says Evelyn Jacks, President of Knowledge Bureau and founder of DAC.  “In bring DAC home to Canada, many more of us will be able to participate in thinking about the crossroads of change we are facing.  It is going to be an interesting, insightful and thought-provoking educational conference and we are excited about this opportunity.”

It’s one of the key reasons attendees get so much out their investment of time and money:

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

"Very deep and thoughtful thinking about the future of the wealth management industry." - W. Simpson, Toronto, ON

"Great format, great locations, great content... and perhaps most importantly great people. Year after year the DAC conference continues to be one of the highlights on our calendar. Bravo!" - Todd Hynes, Vice-President Sales, ivari

Registrations are now open to early birds – at a discounted tuition fee until February 15.  “To be amongst the most highly regarded in your industry today, it’s important to have exceptional academic achievements, outstanding personal leadership and teamwork abilities and most of all, a stronger drive than others to be at the top of your field when your clients are feeling triggers to financial action – perhaps at just the wrong time.” says Jacks.  DAC will help advisors think about their value proposition with new strategic as well as technical skills.

If that’s what you need to build your business for the future, the 2017 Distinguished Advisor Conference is a must-attend!  Knowledge Bureau offers an easy monthly payment plan as well as a spousal plan. Join the Who’s Who: come to experience education differently at a higher standard, in greater depth, with unique networking and socializing opportunities.

This year DAC addresses today’s key technical trends and business issues from an academic perspective.  Its delegates and speakers reflect on the outcomes of change in private sector forecasting, domestic and international tax law and economic policy making, as well as the regulations that affect the work that professional advisors do.


We invite you to join us in beautiful Kelowna, British Columbia at the stunning Grand Okanagan Resort. Cradled between the Coast and Rocky Mountains, Kelowna offers everything from pristine lakes, orchards and vineyards and even a legendary lake monster - Ogopogo!  Lots to see and explore during your visit. You can also forge important new business, educational and personal networks. Earn up to 15 CE/CPD Credits. Your spouse will love it, too.

For more information about the payment plan for DAC, call Registrar Office at 1-866-953-4768 or visit

Please register by February 15 to save the most on tuition fees.


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