Last updated: August 21 2018
Addressing workplace diversity and inclusion is a core approach for achieving the higher standards of care demanded of today’s tax consultants and financial advisors. But what does it take to rise above our “Canadian Privilege” to achieve better results for a changing demographic landscape in your advisory practice?
It’s an issue that continues to dominate the airways and change the face of work and relationships in society today. Although, financially speaking, Canada’s competitiveness and small business tax provisions have been at the forefront of media coverage following the release of the 2018 Federal Budget, it is the soft skills that address diversity and inclusion that could make the big difference in your success as an advisor of the future, especially because the government has invested heavily there.
At the 15th Annual Distinguished Advisor Conference, November 11-14 in Quebec City, Olympian Caroline Ouellette will tackle this subject; one that is of increasing relevance to impactful service in the financial sector. Particularly as the Federal Government has put emphasis on supporting women in the workforce with gender-equality, including in entrepreneurialism. Caroline is a perfect role model and dynamic thought leader in this area. She will explain how, as an industry, wealth advisors have the opportunity to connect more deeply and effectively with new client profiles, including women, while making a positive social impact.
Another important diversity issue – helping new immigrants - will also be discussed. Timely, as the recent Federal Budget allocated an additional $23 Million to be used over the next two years for multiculturalism programming and immigrant integration into the Canadian workforce. Shoshana Green of Speigel LLP will drill down on your important role in this regard. Read more about this in her speaker feature: “Canada’s Economic Future: Immigration is Essential for Growth”
This empowering speakers will be joining over 20 thought leaders to discuss this year’s theme: The Changing Face of Community – Collaboration with Impact.
“As an industry of tax and wealth advisors lucky enough to live in Canada, it’s a great time to work ‘above our privilege’; by setting higher goals, improving knowledge, thinking out-of-the-box in delivering new business services and giving back more in mentorship and engagement,” says DAC founder, Evelyn Jacks, President of Knowledge Bureau. “An astute advisor’s role is critical. As Canadians new to tax and financial planning grapple with the fear of great change, they are looking for a trusted advisor for financial peace of mind. That relationship begins with empathy and progresses to the use of specialized knowledge to build and deliver on financial goals.”
No matter who your clients are, establishing this trust is a non-negotiable. But that’s no easy feat today. At a time when increasing diversity in society is colliding with great technological and demographic change.
Learn from the other incredible DAC speakers: IIAC President, Ian Russell; CAGP President, Ruth Mackenzie; IFB Director, Susan Allemang; U.S. tax specialist Dean Smith; corporate tax specialist Kim Moody; ivari’s Chief Underwriter, Helene Chatelain; immigration lawyer Shoshana Green; Dr. Jack Mintz; Dr. Michael Geist; and Sophie Orru during Franklin Templeton’s Lunch and Learn Session.
Stay tuned to KBR for additional DAC speaker features! Read more about the importance of other sessions featured at DAC, and their connection to today’s news highlights, in our previous features:
Additional profiles of our speakers and sponsors will be posted on our social media pages, so ensure that you’re following Knowledge Bureau on Facebook, Twitter, and LinkedIn.
Learn more about this pre-eminent educational event by viewing the DAC Agenda, and be sure to register by September 15 to take advantage of early-bird tuition savings. Call 1.866.953.4769 to register by phone. You don’t want to miss the unique networking experiences that will connect you with like-minded professionals. Starting with our Welcome Reception with the theme Québécoise in Training! You’ll get to indulge in local traditional fare; tap your toes to regional French music; and meet a very special guest. Dress Code: Business Casual or come as your favourite Québécoise, cash bar and photo booth.
Additional educational resources: Consider enrolling in Knowledge Bureau’s Real Wealth Manager Designation program and learn approaches to holistic wealth management that will help you hone your client-centric approach.