Economic Resilience in Creating Family Wealth
Client Relationship Management, Ethics and Compliance
New Opportunities in Wealth Distribution
Stay ahead of your competition, re-think your business objectives more strategically, armed with new knowledge about economic forecasts, portfolio management, investment, retirement and tax in the personal, corporate, trust and cross-border space. DAC will show you how to get more customers and have stronger ties to your existing ones. This is your opportunity to be part of the pre-eminent conference for leaders in the financial services. Register for DAC today!
Earn up to 15 CE/CPD credits.
The 2019 Distinguished Advisor Conference will take place at the Westin Puerto Vallarta.
Flight discounts are available through WestJet.
Evelyn Jacks was an excellent speaker, as always! Her session offered a great selection of topics and outline of the changes coming. I especially appreciated the information on the carbon tax, climate change incentives, and how to work above our privilege. The team will apply what we learned to get to know our clients better and address our responsibilities to them. I’ll apply the steps to work as a tax intermediator, which will also help me focus on growing my business.
—Tammie Gilbert, British Columbia