Tax and Financial Advisors Drill Down at DAW
The most recent Distinguished Advisor Conference tour saw an unprecedented level of deep thought on the integration of the Canadian personal, corporate and trust tax structures as the sustainability of family wealth was under scrutiny in Toronto, Winnipeg, Calgary and Vancouver.
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Canada 150: Financial Advice at the Crossroads of Change - Let’s Make History Together!
As DAC 2016 wraps up in beautiful San Diego, CA, we are excited to announce the site of the 2017 DAC: beautiful Kelowna, BC, where we will celebrate Canada’s 150th birthday November 5-8. Reserve now at special pre-conference early bird rates.
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Become an Expert in Building Retirement Portfolio for Your Customers
Largely due to advances in preventing heart disease and with Baby Boomers leading healthier lifestyles, Canadians who reach age 65 are more likely than ever to live into their 90's. This takes retirement income planning into a much longer period, in which a focus on continued accumulation and investing is as important as tax-efficient withdrawal of funds. Capital must be preserved at the same time.
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