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All items tagged with: distinguished advisor conference

Please Help Us Thank Our DAC 2017 Sponsors

Posted: November 14, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking, Current Issue , DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, ce credits, master financial advisor, distinguished financial advisor, financial education, tax preparers, tax professionals, Manulife, financial conferences, Franklin Templeton Investments, AGF, advisors

Last week, the 14th Distinguished Advisor Conference (DAC) took place in beautiful Kelowna. Please help us thank and acknowledge the incredible sponsors that helped bring this event to fruition, and the many Knowledge Bureau graduates who have offered their ongoing support - check out all the incredible speakers, networking and fun in the photo gallery!

The Paradise Papers, Pre-Budget Consultations and The Real Tax Gap

Posted: November 07, 2017 By: Evelyn Jacks
Posted in: Strategic Thinking , CRA, DAC, knowledge bureau, Canada Revenue Agency, Evelyn Jacks, evergreen explanatory notes, distinguished advisor conference, cross border taxation

This week brought more controversial tax news to Canadians: the Paradise Papers and a new tax “consultation”; this time in advance of the 2018 Federal budget.   The elephant in the room in both these stories is the unfinished “consultation” on the massive tax changes proposed for private businesses.

BEST DAC EVER:  The Advisor’s Role at the Crossroads of Change

Posted: November 07, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, Evelyn Jacks, distinguished advisor conference, financial conferences, Canadian conferences

The Distinguished Advisor Conference was an outstanding success with all of the speakers delivering thought leadership with passion and conviction to the theme:  Financial Advice at the Crossroads of Change.

Innovate or Die: How “Leadapreneurs” Are Transforming Economies

Posted: November 07, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Financial Planning, DAC, knowledge bureau, relationship management, Evelyn Jacks, distinguished advisor conference, financial advisors, wealth management, financial education, tax professionals, innovative thinking, Millennials, leadership, financial conferences, Canadian conferences, Leapreneur, Jan Bartscht, Jessica Macias, robo-advisor, investors

In one of the most talked-about and ground-breaking sessions at this year’s Distinguished Advisor Conference, futurist Jan Bartscht, brought a stark message to the approximately 200 delegates in attendance:  you must innovate or die in a stark business reality: 40 per cent of major companies will not survive the digital disruptions of the next five years.

Help Us with Our Agenda for DAC 2018 In Quebec City!

Posted: November 07, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, ce credits, financial education, innovative thinking, financial conferences, Canadian conferences, tax professional advisors, Quebec City travel

Speakers with topic proposals, sponsors and delegates:  please contact us now.  Knowledge Bureau is pleased to announce that the 2018 Distinguished Advisor Conference will be held in beautiful, historical Quebec City from November 11 to 14, 2018. Early registration offers now available will provide the best tuition savings. The theme for 2018 is “The Changing Face of Community: Collaboration with Impact.”

Fake News and Your Opportunity to Build Trust

Posted: November 07, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, financial advisors, ce credits, financial education, tax professionals, fake news, value proposition, Kirk LaPointe, financial planners

Trust. Fake news. Instability.  These small words that carry a big punch because they’re emblematic of a new world order and the shifting sands of change. However, during DAC’s first day of presentations, journalist, politician and business leader Kirk LaPointe spoke about how “invested clients” can actually help you beat the disruption that trust failures provide.