Last updated: July 22 2015

DAC Agenda Released: 18 Distinguished Speakers Take On Cutting Edge Topics

Winnipeg, MB - Top tax and wealth advisors from across Canada will travel to Puerto Vallarta later this fall to participate in a strategic think tank on the challenge of building multi-generational relationships in a global environment in which digital communications both enhance opportunities and  present new risks.

The 12th Annual Distinguished Advisor Conference (DAC), November 8 – 11, 2015, will show advisors how to accommodate and adapt their practice to their clients' changing lifestyles and priorities, providing "real time" wealth advisory services no matter where they are living around the world.

A strategic think-tank is more relevant than ever as a recession emerges and multi-generational planners challenge advisors.

“I’m really excited about the strong program to the theme:  Multi-Generation Planning:  Building New Wealth and Relationships in a Digital World,” says Evelyn Jacks, founder of the conference and president of Knowledge Bureau. “The 18 outstanding thought leaders who will be joining us will challenge delegates to think about the issues facing their business as transition family wealth with all the obstacles that come with the task.” 

Overlooking beautiful Banderas Bay, the conference site was chosen to reflect the planning needs of snowbirds and their families: close to two million Canadians make Mexico their winter home. Delegates will have the opportunity to evaluate the retirement lifestyle their clients may be contemplating, all the while forging important new business, educational and personal networks.

CONFERENCE HIGHLIGHTS:  To view the complete agenda, click here.

On Day 1, Globe and Mail’s National Affairs Columnist Jeffrey Simpson will discuss our new “Sharing Economy” and his view on the outcomes of the Federal Election; Texas Tech University’s Dr. Michael Finke will open eyes with ground-breaking research on the latest science on satisfaction in retirement; and Investment Industry Association President Ian Russell will share news on Cyber Security Risks to the financial markets and how firms can plan their defence.  Philip Petursson, Managing Director of the Portfolio Advisory Group for Title Sponsor Manulife, will discuss new strategies for building “Risk Budgets” in portfolio management and Evelyn Jacks will discuss the “Millennial Millionaire.”

On Day 2, Joe Roberts, the “Skidrow CEO” will address an elephant in the room in family wealth practices:  the obstacle of addiction; tax and wealth management expert Tim Cestnick will show how to bridge six types of capital from one generation to the next; Eric Klein will discuss “Unsuccession Planning”; Kathleen Black will help advisors “Know Their Multi-Generational Clients” better from a compliance point of view, and last year’s top rated speaker, Todd Hynes will present his entertaining session, “Finishing Well – How to Create Replenishable Wealth”.

Day 3 starts with a tailor-made survey exclusive to DAC attendees:  what clients really think of their financial advisors today from media sponsor Investment Executive.  Best-selling cross-border author Angela Preteau will demystify FATCA, T1135 Foreign Asset Reporting and US-Canadian pension and estate tax issues, while the controversial topic of Financial Infidelity will be broached by Craig Dowden, Ph.D., who has been described as “A Leader’s Best Friend” by W. Brett Wilson, former star of Dragon’s Den. 

The DAC is ground-breaking in thought leadership, but it’s also a great way to meet top advisors from across Canada.  A annual highlight, this year’s showcase networking Gala syncs up one of the world’s hottest trends:  The White Night!  It’s a “Must-Attend” event for which delegates will want to be seen wearing white!

Early registration deadline for DAC is August 31.  The complete agenda can be found at this link: and phone-in registrations are welcome at 1-866-953-4769.

For more information, contact: Evelyn Jacks, President, Knowledge Bureau,

Knowledge Bureau™ is Canada's leading national educational institute for continuing professional development of advisors in the tax and financial services.  Founded in 2003, by bestselling tax author and internationally acclaimed educational entrepreneur, Evelyn Jacks, Knowledge Bureau publishes close to 30 online courses leading to continuing education certification and diplomas.  It is also the home of the prestigious MFA™ (Master Financial Advisor) designation, which provides core specialization opportunities in retirement, business, and succession/estate planning for multi-disciplinary financial services practices, and the DFA-Tax Services Specialist™ and DFA-Bookkeeping Services Specialist™ designations.  Knowledge Bureau also hosts regional workshops in major Canadian cities and an annual international event, the Distinguished Advisor Conference™ which explores retirement from a strategic wealth management point of view in locales clients retire to.   Thousands of professionals choose Knowledge Bureau as their educational home.