Last Chance to Enrol in DAC 2026: October 30

It’s not too late to experience thought leadership from 23 outstanding experts at the 2026 Acuity Conference for Distinguished Advisors  and learn with top tier tax, accounting and financial services professionals from across Canada in three days of advanced education, professional recognition and networking. Join us November 21–24 at the Delta Victoria Ocean Pointe Resort Here’s why:

CE sessions on tax, wealth management, retirement and estate planning, economics, business succession and professional practice development will be focused on this year’s theme, The North Star: Strategic Direction & Value Reflection.

Check out the Agenda: Connecting with Distinguished Wealth Professionals

On Saturday, November 21, the Society of Distinguished Wealth Professionals™ will host a special Off the Record gathering, sponsored and hosted by Dean Cockell, MFA™, FDFS™.  Sign up here.

Special guest Minto Roy, Co-Founder of Social Print Paper Ltd. and Sugar Sheet Paper®, will lead a discussion titled “How to Solve Problems in Plain Sight.”  The session will explore developing effective communication frameworks, translating business goals into action and creating revenue growth by moving from commoditized transactions toward value-driven services.

Celebrating Professional Excellence

On Sunday, November 22, the conference officially opens with a reception followed by the Distinguished Advisor Awards Dinner, recognizing academic achievement, professional leadership and distinguished service.

Sponsored by Johnston Group, the keynote address features Carol Bellringer, FCPA, ICD.D, former Auditor General of Manitoba and British Columbia, speaking on “The Accountability Paradox: Standards + Trust = Results.”

The Knowledge Bureau’s Top Scholar of the Year, will be honored thank’s to Pro Tax Block, the conference Scholarship Sponsor.  Also being recognized and celebrated are the outstanding graduates and new DMA™, RWM™ and MFA-P™ designates.

The evening will also celebrate the FDFS™ Faculty Awards, and announce the Favorite Instructor of the Year and as exciting, the Marquis Firm – Distinguished by Educational Excellence.

The evening concludes with the Distinguished Advisor Awards, recognizing professional achievement across several categories, including Advisor of the Future, Firm of the Future, Top Disruptor, Mover & Shaker and the announcement of this year’s Esteemed Wealth Professional.

Supporting the Distinguished Advisor Experience

Acuity's sponsors play an important role in bringing together educational opportunities, professional expertise and meaningful networking experiences.

This year's Bronze Sponsors include Fraser & Partners Financial Group / Le Groupe Financier Fraser & Partenaires, Dean Cockell Portfolio Strategies, Cadesky U.S. Tax and National Bank Trust – Philantra Foundation.

Their support reflects the multidisciplinary nature of the conference, bringing together organizations involved in financial planning, portfolio strategies, cross-border taxation and philanthropy.

Home Trust, a Gold Sponsor, will also help create opportunities for delegates to connect through two special networking experiences:

• Monday, November 23: Build Your Own App Using AI!  This Rapid Fire PD: Mimosa and Networking Brunch, featuring Christina Fazio, MBA, FDFS™, Director, Broker Deposits.
• Tuesday, November 24: Speed Learning Bingo Mimosa Brunch – Reflecting New Value Propositions will consolidate your new relationships with a fun personal reflective strategy!

These sessions complement the technical agenda with opportunities for delegates to meet colleagues, exchange perspectives and reflect on the evolving value of professional advice.

Media Perspectives and the Future of Professional Advice

The conference also welcomes Advisor.ca and Investment Executive as Media Sponsors, bringing an additional perspective to the challenges facing today's financial professionals.

On November 23, Kevin Press, Editorial Director of Advisor.ca and Investment Executive, will present “Revocable Trust: Our Place in a Cynical World.”

His session examines the democratization of information, declining institutional authority, the devaluation of professional expertise and the future of financial advice, offering five recommendations for navigating these changes.

Also featured is Alexandra Macqueen, CFP®, of FP Canada, who will examine the evolution of financial planning education and the competencies required of future-ready professionals.

Networking Beyond the Conference Room

Professional relationships are a central part of the Acuity experience, with several opportunities for delegates to connect beyond the educational sessions.

Monday evening features the DAC Gala: The Rock n' Roll Victorian Ball, bringing delegates together for ballroom dancing demonstrations, music, a Dancing Under the Stars competition and a celebration of styles and music from across the decades.

The program also includes networking breaks, shared meals and time to explore Victoria's harbourfront.

Together, these experiences create opportunities to reconnect with colleagues, meet new professionals and strengthen relationships across the tax, accounting and financial services sectors.

The Bottom Line: There's Still Time to Join Us

With two days of advanced technical education, distinguished faculty, professional recognition and a full schedule of networking events, the 2026 Acuity Conference for Distinguished Advisors offers an opportunity to learn, connect and reflect on the future of professional advice.

Delegates can earn up to 20 CE/CPD credits while exploring important developments in tax, wealth management, portfolio management, retirement and estate planning, business succession and practice management.

Final registration is now underway for November 22–24 in Victoria, B.C.

View the Official Conference Agenda and Register Today

Thank You to Our Sponsors

Knowledge Bureau gratefully acknowledges the Platinum, Gold, Silver, Bronze, Scholarship and Media Sponsors whose support helps make the 2026 Acuity Conference for Distinguished Advisors possible.