News Article

Young Advisors Award Winners Announced

Posted: September 27, 2016 By : Knowledge Bureau Staff
Posted in: Strategic Thinking

Knowledge Bureau and Manulife are pleased to announce that Financial Advisor Lindsay Sawyer Fay of Winnipeg, Manitoba and Darren Ryan, a financial advisor with Ryco Financial in St. John’s, Newfoundland have been selected as the 2016 winners of THE DAC YOUNG ADVISORS AWARD.

Lindsay and Darren have each received a complimentary registration to the Distinguished Advisor Conference (DAC), this year being held November 6-9 in San Diego, California, as well as three complimentary nights at the conference hotel. They will participate on stage at the event, offering thought leadership on the future of their industry from their perspective, including: unique approaches to their client base; the obstacles they face and how industry education, mentorship and collaboration have helped them to become the “Top Guns of Tomorrow.”

We invite advisors interested in rethinking their businesses for the future to join us at the upcoming DAC conference to hear from these two up-and-coming advisors on their success in growing new wealth and relationships in a digital world. Their insights into the changing face of the financial services industry are bound to create lively discussion among attendees, inspire young advisor teams and will afford opportunities to view your business – and potential successors – in a different light. Their biographies are attached below.

Knowledge Bureau will be celebrating the achievements of Lindsay and Darren at the opening DAC reception. The conference is nearly sold out and we invite you to register before September 30th to join us for the Distinguished Advisor Conference.

We also invite young advisors to apply for the 2017 award with the attached application form and forward to the DAC YOUNG ADVISORS AWARD before June 1, 2017. The Knowledge Bureau and Title Sponsor, Manulife, will each select a winner by June 15, 2017.

For more information contact Evelyn Jacks, President, Knowledge Bureau 204-953-4764

ABOUT THE DAC YOUNG ADVISORS AWARD

Outstanding 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

ABOUT LINDSAY SAWYER FAY

Lindsay is the owner of her family’s Financial Planning firm, Eric Sawyer Financial & Insurance Agencies, where she works as a financial planner and oversees day-to-day operations of the firm. She is a life Insurance Advisor with 6840222 Manitoba Ltd. and a Financial Advisor with Manulife Securities Investment Services Inc. She is an active volunteer and is currently one of the Vice-Presidents of the Rady JCC, chair of the Rady Fitness Committee and a board member of the St. James Scholarship Foundation. She is a past vice-chair of the Young Associates, past chair of the Winnipeg Commerce Club, former board member of the Jewish Federation, former JPEG chair (Winnipeg Young Adult Division), past JPEG Combined Jewish Appeal Cabinet member and former Winnipeg Jewish Theatre board member.

 

ABOUT DARREN RYAN

Darren was born and raised in St. John’s, Newfoundland, where he completed a science degree and MBA at Memorial University before entering the financial services industry. Now, a CFP® professional, he has built a financial advising practice for professionals, those who are self-employed, namely physicians and business owners. His practice focuses on risk management, tax-planning and investments for clients. His career highlights include completing his CFP designation in addition to qualifying for several conferences and sales awards for personal performance.

 

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 practitioners need to navigate the rapidly changing tax and economic environment their clients face in building sustainable wealth. Its network of graduates in certificate courses, diploma and designation programs spans to thousands across Canada. For more information visit http://www.knowledgebureau.com, or follow Knowledge Bureau on Twitter @KnowledgeBureau.

ABOUT MANULIFE

Manulife Financial Corporation is a leading international financial services group providing forward-thinking solutions to help people with their big financial decisions. We operate as John Hancock in the United States, and Manulife elsewhere. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. At the end of 2015, we had approximately 34,000 employees, 63,000 agents, and thousands of distribution partners, serving 20 million customers. At the end of June 2016, we had $934 billion (US$718 billion) in assets under management and administration, and in the previous 12 months we made more than $25.4 billion in benefits, interest and other payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges and under ‘945’ in Hong Kong. Follow Manulife on Twitter @ManulifeNews or visit www.manulife.com or www.johnhancock.com.

 

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