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SAFE HAVENS

Secure Financial Futures & Wealth Potential

Join us in the splendid aura of the arts in the charm of Montreal, and discover new ways to lead with impactful guidance.

Learn:

  • Transform and redefine your role as a Distinguished Professional.
  • Gain mission critical knowledge and skills armed with insight about the most pressing issues advisors from the tax accounting, legal and wealth advisory industries are facing in working with their high net worth clients.
  • How to catalyze financial peace of mind by pushing through to the next level of advisory skills, through peer-to-peer connections and business leadership opportunities.
  • Build strong inter-advisory relationships by networking with leading DAC Acuity Faculty and advisors from across Canada.

“Attending DAC annually has not only increased my breadth and depth of holistic financial service knowledge, enabling me to stay up to date on relevant trends and important factors impacting my clients today, but has also expanded my national network of diverse financial professionals.”

-Kristin Ramlal, B. Comm (Hons.), PFP, CIM, FCSI, RWM

Accreditation

Accreditation: 15 KB. Submitted for approval by third parties: AIC, ICM, IIROC, IAFE, and MFDA