How Can Distinguished Wealth Professionals Turn Everyday Challenges into Opportunities for Growth?

How can professionals move beyond transactional relationships to deliver greater value to their clients, strengthen communication and create new opportunities for business growth? These questions will be explored at a special leadership presentation featuring entrepreneur and executive educator Minto Roy, taking place November 21 in Victoria, ahead of the 2026 Acuity Conference for Distinguished Advisors.

The event marks the third quarterly meeting of the Society of Distinguished Wealth Professionals and is sponsored by Dean Cockell, MFA™, FDFS™, Portfolio Strategies.

Knowledge Bureau Designates, DAC 2026 speakers and sponsors are invited to attend this complimentary gathering: RSVP here

How to Solve Problems in Plain Sight

Special guest Minto Roy, Co-Founder and Managing Partner of Social Print Paper / Sugar Sheet Paper®, will lead a discussion entitled “How to Solve Problems in Plain Sight.”

Roy has built an innovative Canadian sustainable-paper business from concept to national commercialization, establishing distribution partnerships and driving adoption across public-sector, healthcare, education and private-sector organizations.

He is also an executive educator, speaker and professor who has developed and delivered communication, business development and sustainability leadership programs for business leaders and institutions, including BCIT, SFU, the University of St Andrews and Reykjavik University.

As Roy explains:

“I value the opportunity to collaborate with professionals who recognize that exceptional advisory relationships extend well beyond the transaction. Acuity’s focus on multidisciplinary advice, innovation, and client value strongly aligns with my entrepreneurial and executive coaching experience.”

Three Leadership Objectives

The discussion will focus on three important opportunities for professional and business development:

1. Connect and Educate: How to develop communication frameworks that resonate with team members and clients.
2. Collaborate: How to help your organization, or that of your clients, operationalize business goals in their next giant leap forward.
3. Contribute: How to enable revenue growth by turning commoditized transactions into a value-driven platform.

These objectives reflect the Society's focus on education, advocacy and stewardship, bringing distinguished professionals together to explore new ways to strengthen client relationships and professional practices.

The Bottom Line

Exceptional client relationships extend well beyond individual transactions. The November 21 discussion offers an opportunity for Knowledge Bureau's distinguished professionals to connect, collaborate and explore how communication, innovation and value-driven services can contribute to long-term business growth.

Event Details: Saturday, November 21, 2026, from 4:30 to 6:30 p.m. in the Pacific Suite at the Delta Victoria Ocean Pointe Resort.

Attendance is complimentary for Knowledge Bureau Designates, DAC 2026 speakers and sponsors, thanks to the sponsorship of Dean Cockell, MFA™, FDFS™, Portfolio Strategies.

Learn More About the 2026 Acuity Conference for Distinguished Advisors