DAC 2019 New Advisor Award Winner: Steven Furtado

Knowledge Bureau is pleased to announce that Steven Furtado, Mandeville Private Client Inc./Zagari, Simpson & Associates, has been selected as the 2019 winner of the Distinguished New Advisor Award. The award will be presented at the Opening Ceremonies of the Distinguished Advisor Conference (DAC) in Puerto Vallarta, November 10-13.

The theme of the conference is “Powerful Competition – The Secret to Economic Resilience”, presented by outstanding leaders in an incredibly rich agenda. As this year’s award winner, Steven receives an educational scholarship to this prestigious educational event. Steven will also participate in a keynote address on Day 3 of the conference.

As a young leader in the financial services, Steven has already had an impressive impact with the advisors and clients he works with and to that end, has earned a solid reputation for excellence in his profession.

“My desire is to have a real impact and leave my mark in a great and important industry,” said Steven upon learning he will be receiving the award. “I have a passion and curiosity for entrepreneurship and a deep commitment to 'the client experience' and I truly believe that only through collaboration with both the clients and the professionals that surround them, can a client's real needs be accurately identified and well-served.”

“Steven is an outstanding young leader who is making a real difference in financial services and his commitment to leadership, learning and providing the best in collaborative advice for his clients,” said Evelyn Jacks, President of Knowledge Bureau and sponsor of the DAC New Advisor Award. “The future of financial services in a climate of unprecedented change requires innovative, precise, and impactful technnical expertise with an empathetic ear.  Steven has been chosen for this award in recognition of his entrepreneurship, his embracing of Real Wealth Management practices and outstanding client service, but also because of his rich expertise in managing real life issues with high character and integrity.”

The DAC New Advisor Award recognizes the next generation and their contributions to excellence in the field.  Winners of the award receive a scholarship to the DAC as well as three complimentary nights at the conference hotel, national coverage of their achievements and an opportunity to network with some of their most influential peers in financial services today. Previous winners include: Brandon Silbermann, Keeley Simpson, Lindsay Sawyer-Fay and Darren Ryan, Jon Earle, Joseph Alfie and Kristin Ramlal.

Please join us – Nominate someone for next year.

ABOUT THE DAC NEW ADVISOR AWARD: Young advisors will demonstrate outstanding achievements in the following areas:

  1. KNOWLEDGE AND SKILLS: outstanding service satisfaction in managing family wealth
  2. REFERRABILITY: demonstrated excellence in exceeding expectations in providing services
  3. INDUSTRY COLLABORATION: a commitment to an inter-advisory approach to services
  4. PROFESSIONAL DEVELOPMENT: excellence in breadth of professional development activities
  5. COMMUNITY LEADERSHIP: participation in leadership at work and/or in the community
  6. BUSINESS LEADERSHIP: demonstrated skills in working with a team to grow the practice
  7. INNOVATION: “out of the box” thinking in practice management and client base development
  8. BUSINESS GROWTH AND RETENTION: demonstrated business growth and retention rates

Next year, this award will be opened to new entrants in the tax and financial services industry, regardless of age. Advisors who have been in the industry for 5 or fewer years may apply, by completing the online application DAC NEW ADVISOR AWARD before June 30, 2020.

For more information about the speakers on the program, their topics and the venue, please call 1-866-953-4769 or visit the DAC website.


Steven is an Investment and Financial Security Advisor with Mandeville Private Client Inc/Zagari, Simpson & Associates Inc. based in Montreal, Quebec. He has been an Advisor for four and a half years and prior to that was a trader. From a very early age Steven has been interested in the financial industry and has had an entrepreneurial flair. His father was an early franchisee with Cora Restaurants and Steven purchased his first stocks at age 15 based on watching his father’s business and the publicly traded companies that supplied them.

Steven has been recognized with nominations for “Young Gun of the Year” and “Rising Star of the Year”. He is also a contributor on CJAD800 in Montreal on the “My Planning Hour” Radio Program. He has also given back to his community supporting “ForUsgirls” a global initiative that supports young women and, in particular, the area of financial literacy.

He leads an active lifestyle and loves to travel, with his wife and two young daughters.

Additional educational resources: Can’t make it to this year’s conference in Puerto Vallarta? Join us at DAC Acuity 2020 in Niagara Falls, Ontario next October.