Acuity 2025: Insights on Building Resilient Retirement Portfolios

At the 2025 Acuity Conference for Distinguished Advisors November 23-26 in Puerto Vallarta, a multi-disciplinary audience of top advisors will have the opportunity to learn from one of Canada’s most experienced wealth strategists, author, and Head of BCV Private Client Group: Douglas V. Nelson, RWM™, MFA™, CFP®, CLU, TEP.  In a dynamic session built around real-world results, Doug will demonstrate how to build resilient, tax-efficient retirement portfolios, a necessary strategy in today’s volatile markets.

Doug brings over two decades of experience advising high-net-worth clients on retirement income planning and wealth transition. His specialty? Turning complex financial decisions into clear, practical strategies that protect clients’ long-term goals. Past Delegates of the Acuity Conference for Distinguished Advisors will have seen Doug take the stage, and we’re so pleased to welcome him back, and BCV as a sponsor again this year.

Building Resilient Retirement Portfolios | What You’ll Learn from Doug’s Session:

Using a client case study approach, Doug’s session will help you:

1. Understand how portfolio design impacts long-term retirement outcomes, especially in the face of market volatility
2. Apply academic investment principles to real-world retirement income need
3. Integrate tax-efficiency into portfolio structure, including the use of RRIFs, TFSAs, and holding companies
4. Proactively rebalance portfolios in response to changing client goals and market conditions
5. Communicate more effectively with clients about risk, income expectations, and legacy planning

This session is designed for seasoned advisors who want to deliver more value by refining the way retirement portfolios are constructed and managed. Don’t miss it – register by the September 30 early-bird deadline to attend and save on tuition.

About the Speaker

Doug Nelson is a nationally recognized educator and financial advisor who holds several top designations, including RWM™, MFA™, CFP®, CLU, and TEP. As a long-time contributor to the Knowledge Bureau’s programs, Doug is known for blending academic precision with practical, client-tested solutions.

Last Year’s Attendees Had Rave Reviews for Doug Nelson:

“This is the heart of what we do. Doug provided a clear roadmap for process.”

“Very informative, very detailed. And how to do it in a practical and sustainable manner.”

“Great to be reminded again that tax is life’s single greatest expense, how to minimize it and in turn more dollar in your clients’ pockets.”

“We must work collaboratively to manage the issues. It’s all about proactive net worth management.”

“Great summary of tax and investment strategies. Tax is a big component of planning for a client.”

Platinum Sponsor – BCV Asset Management

Founded in 2007, BCV Asset Management Inc. (‘BCV’) is a portfolio management firm dedicated to building and protecting client wealth. We offer customized investment portfolios within Separately Managed Accounts. Our clients have a direct relationship with their Portfolio Manager who is entrusted with managing their wealth and providing a high level of personalized and professional service. Our discretionary portfolio management service is available to investors who meet our minimum threshold of investible assets and are seeking alternatives to mass-market investment products such as mutual funds and brokerage wrap accounts.

BCV is an independent company wholly owned by its employees and key business associates. The employee shareholders are seasoned investment professionals who are supported in the day-to-day operations by a team with extensive experience in the financial services industry. The wider ownership group includes external professionals with broad-based experience in the financial planning, legal, banking, and information technology fields.

In 2021, BCV acquired two local Winnipeg firms, Antares Investment Management Inc. and Nelson Financial Consultants. In so doing, we added depth to our investment and operations teams and broadened our offering to clients. The three firms moved in together at our new office in 2022. Combined assets under management exceed $4 billion.