All items tagged with: demographic needs

DAC: The Changing Face of Community–Collaboration with Impact

Posted: March 13, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking , Tax Planning, Financial Literacy, DAC, Conference, Wealth planning, knowledge bureau, Evelyn Jacks, distinguished advisor conference, online courses, economic policy, demographic needs

DAC is Canada’s pre-eminent educational event for the top wealth advisors in the tax and financial services.

As an industry and as individuals lucky enough to live in Canada, it’s a great time to work “above our privilege” - that is, to set higher goals, improve services and to give back more in mentorship and engagement to a new client base with vastly different demands of their tax and financial advisors.