Acuity 2026 (DAC) Brings Together Canada’s Leading Multidisciplinary Advisory Community

The Acuity Conference for Distinguished Advisors (DAC) is Canada’s preeminent conference for advisors from the tax, financial services and it will be held in Victoria, B.C. November 22–24. Be sure to join one of Canada’s most unique multidisciplinary educational and networking experiences and save money by registering before September 30.  

Hosted at the spectacular Delta Victoria Ocean Pointe Resort the 2026 conference theme: The North Star: Strategic Direction & Value Reflection, will explore – with over 15 outstanding world class speakers -  how advisors can navigate economic uncertainty, technological disruption, changing client expectations, succession challenges, and evolving compliance requirements while continuing to demonstrate meaningful value to clients.

It’s a fantastic way to earn CE Credits before the end of the year. 

Check out the Detailed Agenda. This year’s conference agenda features keynote presentations, educational sessions, rapid-fire professional development discussions, networking experiences, awards celebrations, and collaborative conversations designed especially for distinguished advisors seeking practical insight across multiple disciplines.

Agenda at a Glance

Saturday November 21: Pre-Conference Events

• 3:00: Meeting of the Society of Distinguished Designates
• 7:00: Faculty & Sponsor Dinner

Sunday November 22: Conference Opening Events

• 5:00 - 6:00: Delegate Conference Registration
• 5:30: Speaker Rehearsal
• 6:30: Opening Reception 
• 7:00 Distinguished Advisor Awards Dinner

Monday, November 23: Educational Sessions
(7:00 am - 2:30pm)

• Breakfast Buffet
• Welcome Remarks
• Evelyn Jacks: The North Star - Navigating Fundamental Transformation
• David Wahl: The Global Picture - Critical Anchors for Strategic Resilience
• Brayden Dueck: In Canada - Principled, Turmoil Busting Portfolios
• Mark Taucar & Nicolas Johnson: Alternatives - Investing for the Crisis to Come
• Christina Fazio: RAPID FIRE PD - Strategic Networking Bingo Brunch & Mimosa Brunch
• April-Lynn Levitt: Prospecting: New Clients, New Teams
• Panel Moderated by Christine Logan: The AI Hybrid – Who will KYC?
• Daniel Dessureault and Melanie Zimmerman: Insurance Planning - New Risks, New Wants, New Directions
• Kevin Press: Revocable Trust - Our Place in a Cynical World
• Kim GC Moody & Curtis Scoville - Legacy Planning: Construct, Distribute, Reconstruct

Tuesday, November 24: Educational Sessions
(7:00 am - 1:00pm)

• Breakfast Buffet
• Welcome Remarks
• Dan Kelly: The Entrepreneurial Drought Meets the Succession Cliff
• Larry Frostiak: Year-End Planning for Individuals
• Dr. Dean Smith: Cross-Border Tax Planning for Owner-Managers
• Alexandra McQueen: Educational for New Futures
• Christina Fazio: RAPID FIRE PD & Mimosa Lunch
• Strategic Philanthropy: Correcting the Giving Deficit
• Michael Van Lierop: Leadership - Guiding in a New Direction
• Conference Close

Knowledge Bureau extends special thanks to the distinguished sponsors helping make this year’s conference possible.

Networking at its Finest. The conference also includes networking brunches, rapid-fire professional development sessions, Society of Distinguished Designates programming, awards recognition, and collaborative discussions focused on the future of advisory leadership.

Over the upcoming weeks, looks for detailed session highlights in KBR and in social media!

Early-bird savings are available until September 30, 2026.

Learn more and register at:
learn.knowledgebureau.com/Acuity