Three Day Educational Extravaganza Prepares Advisors to Embrace the New Economy

It is a time of great opportunity to test our collective financial resilience, and financial advisors on the front lines of financial wellness will be better prepared to do so with the keen insights and bold thinking of 21 expert speakers at the 17th Annual Distinguished Advisor Conference (DAC) presented by Knowledge Bureau, October 28-30. 

The only educational conference for a national audience of advisors from multiple financial disciplines, this virtual event also brings an innovative new approach to important networking opportunities. Early registration ends September 30, but latecomers may register until October 15.

“This chaotic start to the 2020’s could well be the impetus to unprecedented success in wealth advisory practices, but only if advisors are well prepared to manage the many risks that will impact financial decision-making,” says Evelyn Jacks, President of Knowledge Bureau and program director for this Virtual DAC.  “We are thrilled to present an unprecedented line-up of thought leaders to do just that:  help advisors deepen their understanding of the latest trends in tax, economic and regulatory environments so they can reposition their value proposition, to meet the increasing demand for highly personalized services in a virtual world.”  

Headliners at DAC Acuity 2020 will include:

  • Joe Oliver, Former Minister of Finance of Canada who will discuss the Economic Road Ahead
  • Dave Kelly, SVP and Head of Private Wealth Management and Financial Planning, TD Wealth whose topic is Bold Thinking:  Getting Wealth Management Right in a Post Pandemic World
  • Thomas E, Junkin TEP, Senior Vice President, Personal Wealth Services, Fiduciary Trust Canada
  • Tony Mahabir, CEO, CANFIN Financial Group who will address how to Grow Your Business by Promoting Financial Wellness 
  • Dr. Michel Finke, Ph.D., CFP®, Professor and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services who will discuss New Retirement Planning Trends and in particular how to use Life Insurance in a Retirement Strategy
  • Lori Lee, Regional Director, National Accounts Western Canada, Manulife Bank discusses the critical topic of managing post-pandemic debt: Deferral Does Not Mean Forgiveness
  • Dr. Dean Smith, PHD, CFP, TEP, CPA, CA, RWM™, President, Cadesky U.S. Tax Ltd, who will focus on HNW clients with significant real estate 
  • Kim Moody, FCA, TEP, Director, Canadian Tax Advisory, Moodys Tax Law LLP who will tackle the shielding of HNW wealth from high wealth taxes
  • Jeremiah Desmarais, CEO, who will share insights on marketing a virtual advisory practice
  • Matt Johnston, Manager of Wellness at the Johnston Group Inc, will tackle the elephant in the room: Addressing Mental Health for High Performance
  • The Power Panel:Influential Financial Business Leaders Christine Logan, Jackie Porter, Kristin Ramlal and Chris Valentine will discuss how advisors can resonate with their female clients and help them take on their financial reins.
  • Melissa Shin, Editorial Director of Advisors Edge and Rudy Mezzetta, Sr. Reporter, Investment Executive will discuss trends in tax and wealth management
  • Mark Taucar, Portfolio Manager, Accilent Capital Management Inc. will round out this discussion of the effect of behavioral finance on portfolio risk management 
  • Olympian Sarah Wells will close out the conference with her high energy speech on Overcoming Life’s Hurdles to pivot with positivity and resilience into 2021. 

Three outstanding New Advisor Award winners will grace the virtual stage as Masters of Ceremony: 

  • Steven Furtado, Investment Advisor/Financial Security Advisor, Mandeville Private Client, Inc., 2019 DAC New Advisor Award Recipient
  • Keeley Simpson, BMO Nesbitt Burns, 2015 DAC Young Advisor Award Recipient
  • Lindsay Sawyer Fay, BA, CFP, CLU, CHS, E. Sawyer Financial, Manulife Securities Investment Services Inc.  2016 DAC Young Advisor Award Recipient

As important, Virtual DAC has created a completely innovative way for attendees to network with virtual activities that include a “DAC-in-the-Box” sent to delegates in advance which features everything needed to enhance the educational networking agenda:  delicious Niagara goodies, wine for the wine tasting and cooking classes, DIY mimosas, mocha shots, the virtual martini bar, and more including goat yoga sessions and a virtual trip over Niagara Falls.

Visit the DAC website for more information and to enrol. Or call 1-866-953-4769.



Founded by tax expert, award-winning financial educator and best-selling author, Evelyn Jacks in 2003, Knowledge Bureau is a widely respected financial education institute and publisher based in Canada. Our world-class education solutions are innovative, informative, and in-depth, with a multi-disciplinary approach to professional development in the tax, accounting, bookkeeping and financial services.  Knowledge Bureau™ has welcomed tens of thousands of students to its online and in-class programs.  It also provides customized education solutions for national and international organizations.