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Acuity 2025: Top Advisors & Influencers Gather in Puerto Vallarta Nov. 23-26!
Secure Your Spot by June 30 and Save on Tuition for Canada’s Only Multi-Advisory Wealth Management Conference: the Annual Acuity Conference for Distinguished Advisors, taking place November 23–26 in spectacular Puerto Vallarta, Mexico. This year’s theme, “Happy Landings”, sets the stage for what may be the most important conference you attend in 2025. In a time of global uncertainty, this is Canada’s only multi-disciplinary gathering of top advisors and thought leaders—brought together to navigate a New Era of Risk and Reward from both a national and international lens.
Workplace Training: Education That Drives Collective Impact
Introducing an innovative new educational opportunity for public practitioners and new entrepreneurs: KB Customizable Workplace Training Packages. Today’s most successful organizations know that collective growth drives collective success in building client relationships that fuel strategic growth. That’s why investing in your team’s technical knowledge and skills development is essential. Now it is possible to choose educational solutions from industry-specific Workplace Training Packages. You can customize a solution tailored to your team’s specific goals, roles, and industry needs over your fiscal year, with an affordable, convenient monthly budget plan.
Become an MFA-P™ – Master Financial Advisor in Philanthropy
In 2025, over $1 trillion in wealth is expected to transition between generations in Canada alone—much of it held by values-driven individuals seeking to leave a meaningful legacy. At the same time, 72% of Canadians say they want their advisors to discuss charitable giving as part of their financial plan, but only 13% of advisors initiate that conversation according to a report from CAGP, The Philanthropic Conversation. This represents a critical gap—and a powerful opportunity.
HAPPY LANDINGS: THE THEME OF DAC 2025
Register by June 30 to save on tuition for the Annual Acuity Conference for Distinguished Advisors, who will be exploring the theme: Happy Landings, November 23-26 in spectacular Puerto Vallarta, Mexico. This may in fact, be the most important conference you attend this year: Canada’s only multi-disciplinary gathering, appropriately in Mexico, will bring leading Canadian and international thought leaders together to ponder our New Era of Risk and Reward.
