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RSVP Now for DAC 2018 in Quebec City: The Focus Is on Diversity

Posted: November 21, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Financial Literacy, DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, tax changes, financial education, thought leadership, advisor conferences, financial conferences, Canadian conferences, collaboration

Next year’s Distinguished Advisor Conference (being held in Quebec City, Nov. 11-14, 2018) will explore how the work of tax and financial advisors fits into a changing demographic landscape under the theme “The Changing Face of Community: Collaboration with Impact.” Registrations for delegates and speaker sponsors are now open, and we are asking for your input on the topics you’d like to explore more closely at the event.

Doug Nelson Wins 2017 DAC Client Innovation Scholarship Award

Posted: October 03, 2017 VIA: Knowledge Bureau
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, relationship management, Evelyn Jacks, distinguished advisor conference, financial education, entrepreneur, thought leadership, value proposition, wealth manager, Douglas Nelson, Client Innovation Scholarship Award, customer retention, Canadian financial conferences, advisor conferences, Kelowna conference, 2017 conferences, Nelson Portfolio Management Corporation

Canadian portfolio manager and 25-year veteran of the financial services industry, Douglas V. Nelson, CFP, MFA, CLU, CIM, has been awarded the 2017 DAC Client Innovation Scholarship Award, to be presented at the Distinguished Advisor Conference in Kelowna, B.C., November 5-8. The award was co-founded by Knowledge Bureau and Franklin Templeton Investments in 2016.