Knowledge Bureau Distinguished Designates Gather for Focus Group

Knowledge Bureau hosted its second quarterly gathering of its designates on August 12 in Toronto to continue the evolution of its national networking Society. The new mandate, name and logo of the Society of Distinguished Wealth Professionals™ was received with great enthusiasm. It was a vibrant, thoughtful meeting on the future of financial services industry that includes the transformational power of Agentic AI, with special guest thought leader, Tony Mahibir, RWM™, FDFS™  and CEO of CANFIN. 

Check out the new logo, mandate and professional development pathways below, which have evolved with thanks from focus groups with leading designates this year. Let us know what you think by completing this short survey here!

Then please mark your calendar to join us for our next quarterly Society meeting: November 21, 2026 in Victoria, BC., adjacent to the Acuity Conference for Distinguished Advisors. 

The New Society Mandate:

• TO CONNECT & EDUCATE
  • Commitment to Lifelong Learning
  • Education: Proactive, Preventative
• TO COLLABORATE
  • In an Interdisciplinary Network
  • To Advocate, with Collective Voices
  • To Promote Stewardship through Ethical Leadership
• TO CONTRIBUTE - COUNSEL TO KNOWLEDGE BUREAU
  • On Professional Development & CE
  • On Transformative Business Building

The Lifelong Learning Pathway for Distinguished Wealth Professionals: