Last updated: August 11 2015

Creative Planning To Bridge Generations: Tim Cestnick Speaks at DAC

FOR IMMEDIATE RELEASE – When capital moves from one generation to the next, there are both risks and opportunities.Tax and wealth management expert Tim Cestnick explores this in his session, Bridging Generations with Creative Planning.


Tim will share at the Distinguished Advisor Conference November 8-11 this year his thoughts on Bridging Generations with Creative Planning including:

  • Insights into six types of capital that advisors can assist their clients with.
  • The latest filing requirements for foreign holdings.
  • Creative tax and estate strategies that can be used, in light of recent changes, to ensure that financial capital is preserved and transferred effectively.

Tim Cestnick enjoys a reputation as one of Canada’s most respected experts and public speakers in the area of tax and personal finance. Widely recognized for his in-depth knowledge, dynamic speaking style, common-sense approach and extensive national media exposure, Tim successfully combines business experience, professional credentials and a unique sense of humour to entertain and inform his many audiences.

Tim consults and speaks in all areas of personal finance. He has completed the Canadian Institute of Chartered Accountant’s In-Depth Tax Course, the Canadian Securities Course, and is a member of the Canadian Tax Foundation. Tim has shared his knowledge as a member of the teaching faculty of the Institute of Chartered Accountants of Ontario. In 2003, Tim was inducted as a Fellow of the Institute of Chartered Accountants – a rare honour – for raising the profile of, and bringing distinction to, his profession. In addition to his CA designation, he is a Chartered Public Accountant (CPA), Certified Public Accountant (Illinois), a Certified Financial Planner (CFP), and a Trust and Estate Practitioner (TEP).

Tim’s national speaking profile is confirmed by his position as tax columnist for the Globe & Mail’s Report on Business, Canada’s national newspaper. As a prolific author, Tim has written multiple Canadian bestsellers, and is a regular contributor and on-air personality on radio and television.


The Distinguished Advisor Conference provides an incomparable education experience with outstanding thought leaders in the tax and wealth advisory industries. Under this year’s theme Multi Generation Planning: Growing New Wealth and Relationships in a Digital World, delegates will be challenged to soar higher, think bigger, and drive their future value proposition and results.

Join Knowledge Bureau November 8-11, 2015, in beautiful Puerto Vallarta. For full conference and agenda details, visit or call 1-866-953-4769.


Knowledge Bureau is a national post-secondary educational institute and publisher focused on excellence in financial education for advisors and their clients. Through online courses and live learning events taught by industry leaders, over 16,000 professionals have earned certification, diplomas and professional designations they need to fill knowledge gaps, excel in their careers and position their professional practices for change and growth.