Back to the Future: 24 Leading Speakers Take You There

The 10th annual Distinguished Advisor Conference (DAC) in Ojai is only 45 days away and Knowledge Bureau is excited to bring you the wisdoms of 24 sages in the tax and financial services, and a grand networking opportunity.

Visit our website for full information on DAC 2013, schedule, and resort information.

Our distinguished speakers for DAC 2013 include:

• Evelyn Jacks, President of Knowledge Bureau and Founder of DAC. She is author of 50 books on tax and personal finance and has been named one of Canada’s Top 25 Most Influential Women.
  TOPIC: BACK TO THE FUTURE:  MOMENTUM IS COMING
   
• Dr. Jack Mintz, Palmer Chair in Public Policy at the University of Calgary. Dr. Mintz, has consulted with the World Bank, the International Monetary Fund, the Organization for Economic Co-operation and Development, as well as provincial and federal governments in Canada.
  TOPIC: UNCERTAINTY, TAXES & INFLATION
   
• Shaun Osborne, Chief FX Strategist for TD Securities, based in Toronto. Shaun has been with TD Securities since 2006 and in that time, Thomson/Reuters ranked TD Securities the most accurate major currency forecaster in the world in 2009 out of a total of 61 banks. Bloomberg ranked TD Securities the most accurate currency forecaster in the world in 2010, with the lowest margin of error among 48 forecasters.
  TOPIC: INVESTMENT OPPORTUNITIES WHEN CURRENCIES FLUCTUATE
   
• Jawad Rathore, President and CEO of Fortress Real Developments. In the past 24 months, Fortress has launched projects with a combined built out value of $2 billion. The company is now in multiple markets including the Greater Toronto Area, Ottawa, Barrie/Orillia, Regina, Edmonton and Calgary and Winnipeg.
  TOPIC: REAL ESTATE:AN IMPORTANT DIVERSIFIER IN BUILDING FUTURE WEALTH
   
• Richard Croft, President Croft Financial  is licenced as an investment counselor/portfolio manager. He manages approximately $150 million for private clients and consults on another $100 million in assets for institutional clients. Richard appears regularly on ROB TV speaking about portfolio management, derivatives and exchange traded funds and authors a regular options column for Investment Executive.
  TOPIC: THE NEW CLIENT RELATIONSHIP MODEL: HOW IT CAN CHANGE YOUR GAME
   
• Charlie Spiring, Vice Chairman & Director, National Bank Financial Wealth Management, Chair of IIAC (Investment Industry Association of Canada).
  TOPIC: YOUR MOMENTOUS FUTURE...WHY YOUR WORK MATTERS
   
• Stig O. Nybo, President of Pension Sales and Distribution at Transamerica Retirement Solutions, a top U.S. retirement plan provider. He has been named by 401(k)Wire.com as one of the twenty most influential individuals in the retirement industry. He has authored numerous articles including the Wall Street Journal, and has offered commentary at major financial services conferences.
  TOPIC: REAWAKEN THE SUPER-SAVER:  ADVOCATING TOWARDS MORE SECURE RETIREMENTS
   
• Scott Mackenzie, President and CEO of Morningstar Canada, the Canadian subsidiary of Morningstar, Inc and is also a co-founder of the Canadian Investment Funds Standards Committee.
  TOPIC: BEHAVIORAL FINANCE: RE-CONNECTING WITH THE DO-IT-YOURSELF INVESTOR
   
• MODERATOR: Deanne Gage  PANELISTS: Gordon Pape, Deborah Kerbel, Kevin Gebert
  TOPIC: THE ADVISOR’S OPPORTUNITY WITH  MONEY SAVVY KIDS
   
• MODERATOR: Glenn May-Anderson  PANELISTS: Jenn Snyder, Grant McPhail
  TOPIC: NEW WEALTH MANAGEMENT PRACTICE
   
• Larry Frostiak, FCA, Founding partner Frostiak & Leslie Chartered Accountants Inc. Larry focuses primarily on successful privately owned and family controlled businesses and high net worth individuals providing tax and business advisory services, included trust and estate planning in the overall global wealth management concept.
  TOPIC: HIGH NET WORTH INVESTMENT STRATEGIES: ACCUMULATING WEALTH, CORPORATELY
   
• Dan Kelly, President and Chief Executive Officer of the Canadian Federation of Independent Business (CFIB). In this capacity, Dan is the lead spokesperson and advocate for the views of the Federation's 109,000 small and medium-sized member businesses.
  TOPIC: BEHAVIORAL FINANCE: CRA AND THE INDEPENDENT BUSINESS COMMUNITY
   
• MODERATOR: Jon Chevreau  PANELISTS: Paul Bates, Michael Graham
  TOPIC: 50 YEARS ON BAY STREET: EXPERIENCE AND A CRYSTAL BALL
   
• Richard Wise, MNP. Mr. Wise is a Partner of MNP LLP specializing in business valuation. He has more than 35 years of experience performing valuations for corporate, transactional, taxation and financial planning purposes, and writes and lectures extensively across Canada and the U.S. on the valuation of businesses and business ownership interests.
  TOPIC: TRANSITION: MAXIMIZING BOOMER BUSINESS DISPOSITIONS
   
• John Poyser, LLB John Poyser is a partner with the Winnipeg Law firm Tradition Law LLP Estates and Trusts and with the Wealth and Estate Law Group, a boutique law firm in Calgary. His practices estate planning and estate litigation support, serving clients in Alberta, Manitoba and Ontario.
  TOPIC: PRESERVATION: IT’S ABOUT THE CRYSTAL BALL STRUCTURING FAMILY TRUSTS AND ESTATES
   
• Robert Ironside, PhD. has taught and consulted in over twenty countries around the world and worked extensively for all of the large Canadian banks, the Government of India on financial sector reform, several of China’s largest banks, as well as banks in Eastern Europe, the Middle East and Africa. He is the co-author of Financial Recovery in a Fragile World.
  TOPIC: DEBT AND DEMOGRAPHICS—THE WILD CARDS
   
• Diana Bishop. One of Canada’s leading TV News Correspondents and the first fulltime female foreign correspondent for CTV News and Beijing Bureau Chief for NBC News, will share her inspirational story to help you build a more meaningful business.
  TOPIC: PACKAGING YOUR EXPERTISE FOR THE 21ST CENTURY