News Article

Distinguished Advisor Conference: Young Advisors Award Winners Announced!

Posted: September 25, 2017 VIA: Knowledge Bureau
Posted in: Strategic Thinking, DAC, Financial Advisor, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, tax education, financial education, financial conference, post-secondary education, financial advice, Canadian conference, Distinguished Young Advisor Awards, Manulife, HollisWealth, wealth advisor, Joseph Alfie, Jonathan Earle, continuing education, Certified Financial Planner

Knowledge Bureau and Manulife are pleased to announce that Joseph Alfie (left), B.Com., CFP®, of Myriad Private Wealth/HollisWealth in Montreal, Quebec, and Jonathan Earle, B.Sc, P.Eng, MBA, CFP®, CIM®, a financial advisor with Bell Financial/Manulife Securities Incorporated in Aurora, Ontario, have been selected as the 2017 winners of THE DAC YOUNG ADVISORS AWARD, to be awarded at the Distinguished Advisor Conference (DAC) in Kelowna, B.C., November 5 - 8.

The theme of the conference is “Financial Advice at the Crossroad of Change” and both Joseph and Jonathan will have a starring role as main-stage participants at the event. They will offer their thought leadership on the future of the industry from their perspective, and embellish upon their unique approach to building their client base and the obstacles they face in doing so.

“Joseph and Jon are outstanding young advisors,” says Evelyn Jacks, President of Knowledge Bureau and co-sponsor of the DAC Young Advisor Awards. “Their views on the changes that are required to position advisors for the future of financial services — from education to mentorship — will provide outstanding value to the delegates at this prestigious annual event. We are delighted to showcase both of their successes.”

“Manulife believes in the value of advice,” says Catherine Milum, Head of Wealth Sales, Retail Markets, Manulife. “That’s why we support organizations such as Knowledge Bureau and their Distinguished Advisor Conference, which provide a forum for advisors to increase their knowledge base, deepen their understanding of industry best practices and provide Canadians with sound financial advice. The DAC YOUNG ADVISORS AWARD encourages the next generation of advisors to pursue excellence in the field.”

The winners each receive a scholarship to the DAC as well as three complimentary nights at the conference hotel, national coverage of their achievements and an opportunity to network with some of their most influential peers in financial services today. Previous winners include: Brandon Silbermann, Keeley Simpson, Lindsay Sawyer-Fay and Darren Ryan.

Please join us. Delegate registrations are accepted until September 30.  For more information about the speakers on the program, their topics and the venue, please call 1-866-953-4769 or visit the DAC website: www.knowledgebureau.com/dac

ABOUT THE DAC YOUNG ADVISORS AWARD:  Young advisors will demonstrate outstanding achievements in the following areas:

  1. KNOWLEDGE AND SKILLS: outstanding service satisfaction in managing family wealth
  2. REFERRABILITY: demonstrated excellence in exceeding expectations in providing services
  3. INDUSTRY COLLABORATION: a commitment to an inter-advisory approach to services
  4. PROFESSIONAL DEVELOPMENT: excellence in breadth of professional development activities
  5. COMMUNITY LEADERSHIP: participation in leadership at work and/or in the community
  6. BUSINESS LEADERSHIP: demonstrated skills in working with a team to grow the practice 
  7. INNOVATION: “out of the box” thinking in practice management and client base development
  8. BUSINESS GROWTH AND RETENTION: demonstrated business growth and retention rates

Young advisors may apply or be nominated for the award for 2018 by completing the DAC YOUNG ADVISORS AWARD online application before June 1, 2018.
 

ABOUT JOSEPH ALFIE

Following his studies in Finance at the John Molson School of Business, Joseph built his investment advising practice catering to high-net-worth business owners and professionals from the ground up.  As a CERTIFIED FINANCIAL PLANNER® professional with HollisWealth, he provides clients with extensive knowledge of investment management, estate and tax planning, to guide them through the different stages of their retirement plan. Joseph’s investment style is based on strategic asset allocation to ensure that portfolios can weather the volatility of the markets. In 2016, he partnered with investment advisors Marcello Naccarato and David Deckelbaum and founded Myriad Private Wealth. In 2017, they opened their office nestled in the heart of Old Montreal. When Joseph is away from the office, he enjoys training, basketball, tennis, travelling and giving his time back to charitable organizations.

Joseph Alfie, B.Com., CFP®
Investment Advisor
HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Myriad Private Wealth is a personal trade name of Joseph Alfie.


ABOUT JONATHAN EARLE

Jon started his career as a Professional Engineer in the consulting industry and concurrently pursued his MBA at Wilfred Laurier University. Jon’s passion for finance grew and, when he completed his MBA, it became clear that a focus on financial planning would be his future.

Jon joined the Bell Financial Advisor Team in 2011. As a financial advisor, CFP® professional and Chartered Investment Manger (CIM)®, Jon believes that a comprehensive financial plan is essential for each and every client. Using the core values of integrity and service, Jon continues to help grow Bell Financial, primarily through unsolicited referrals.

Jon volunteers as a director for the Rose of Sharon, a local charity providing services to prenatal and parenting young mothers. He lives in Holland Landing with his wife and two young boys. 

Jonathon Earle, B.Sc, P.Eng, MBA, CFP®, CIM®
Financial Advisor, Manulife Securities Incorporated
Insurance Agent, Bell Financial Inc.
 

ABOUT MANULIFE INVESTMENTS

Manulife Investments, a division of Manulife Asset Management Limited, builds on 125 years of Manulife’s wealth and investment management expertise in managing assets for Canadian investors. As one of Canada's leading integrated financial services providers, Manulife Investments and its affiliates offer a variety of products and services including exchange-traded funds, segregated fund contracts, mutual funds, annuities and guaranteed interest contracts.


ABOUT KNOWLEDGE BUREAU

Knowledge Bureau™ is Canada's leading national post-secondary educational institute for continuing professional development in the tax and financial services. It is focused on providing the knowledge, skills and confidence financial practitioners need to specialize in providing tax efficient investment, retirement, business and estate planning services.  Its network of graduates in certificate courses, diploma and designation programs spans to thousands across Canada. For more information see http://www.knowledgebureau.com/index.php/about-us

 

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