News Article

Knowledge Bureau releases new agenda for DAC

Posted: June 06, 2012

Terry Jenkins, executive vice president and head of U.S. Private Banking for BMO Harris Bank, joins the lineup of knowledgeable and respected speakers at this year's Distinguished Advisor Conference (DAC) in Naples, Florida, Nov. 11-14. Diana Juricevic, one of Canada's most powerful women, and author and portfolio manager Richard Croft are also among the speakers that highlight the newly released agenda.

In its ninth year, this year's DAC, entitled "Navigation: Charting a New Course,î will focus on helping advisors of all stripes chart a course through the treacherous waters of the post-crisis global economy. Evelyn Jacks, Knowledge Bureau president and founder of the conference, says it's more important than ever for professionals from all disciplines ó tax, investment, retirement, and estate and succession planning ó to improve the quality of their conversations with their clients.

"The calibre and experience of the speakers at this event,î says Jacks, "will impart significant knowledge, insights and skills to help advisors navigate the still-fragile economic recovery.î

The speaker list includes:

On Monday, Nov. 12,

  • Leading economist Patricia Croft will discuss why our near-future includes a bullish equity market and strong Canadian dollar;
  • Terry Jenkins will explore client segmentation in the high-net worth marketplace;
  • Scott Mackenzie, president and CEO of Morningstar Canada, will explore better portfolio construction using research and technology;
  • Financial guru Gordon Pape will look at investment options in 2013.

On Tuesday, Nov. 13:

  • Diana Juricevic will discuss humanitarian responses for financial advisors who are advocates for clients;
  • Madeleine Dion Stout, award-winning Cree speaker, will discuss planning for Indigenous communities;
  • Catherine Bell, international speaker, will show delegates how to link new client loyalty and effective professionalism;
  • Dr. Paul Ziemer, senior advisor Gillian Stovel Rivers and author Rick Atkinson ó respectively health, wealth and retirement planning coaches ó will demonstrate how collaborative coaching can empower advisors and their clients.

On Wednesday, Nov. 14:

  • Well-known portfolio manager and author Richard Croft will discuss collaborative wealth management within a changing regulatory landscape;
  • Knowledge Bureau authors Robert Ironside and Doug Nelson will analyze the importance of currency fluctuations when investing in foreign property;
  • Lawyer John Poyser will take the audience through an "executor school.î

Early registration discounts end June 30 and inexpensive airline seats are still available with DAC's group discount program. To register, call 1-866-953-4769 or fax the registration form  to 204-953-4762 or email to