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DAC Acuity 2022

Niagara Falls, Ontario
October 16-18

October 16-18
Niagara Falls

Velocity: How to Gain Momentum in a New Economy

DAC Acuity 2022 will be submitted to Knowledge Bureau, Insurance Council of Manitoba, Alberta Insurance Council, IIROC and Advocis for CE credits.

Join Us in Thanking This Year’s
Partners in Education

Travel, Venue and Hotel

Marriott on the Falls is the closest hotel to the Horseshoe Falls and the Scotiabank Convention Centre, where the event takes place.

BOOK YOUR FLIGHTS USING DAC SPECIAL AIRLINE DISCOUNT
CODES

BOOK YOUR TRANSPORTATION TO NIAGARA FALLS

  • To book use this link and code 693
  • The cost for the shuttle from the Toronto Pearson is $125.00 round trip or $83.00 one way (plus tax)

BOOK YOUR HOTEL

  • Don’t delay limited rooms available: Book at the Marriott on the Falls. Rates as low as $170 per night

Book your group rate for DAC 2022

The Live Event

Agenda

4:00 - 6:00 PM
REGISTRATION

Meet and Greet With Your Knowledge Bureau Team


REGISTRATION:
Pick up course materials and your name badge at the Niagara Falls Convention Centre Foyer 6815 Stanley Avenue, Niagara Falls.

All dinners, receptions and sessions will take place at the Convention Centre.

Parking is available for $10 per day


5:30 - 6:30 PM
DESIGNATED SPECIALISTS - MEET AND GREET

Break-Outs and Networking with Your Fellow Designates: MFA-Ps, RWMs, MFAs, DFA-Tax, Accounting and Bookkeeping Specialists


6:30-9:30 PM
WELCOME RECEPTION
& GRADUATE RECOGNITION CELEBRATION


Join designates, graduates, delegates, speakers, and partners for a reception featuring canapes, sweets and a toast to graduates in this “Must-Attend” annual event to welcome you back to DAC Acuity 2022.

Open to all registrants, speakers and sponsors. Port Colborne Lounge

Dress: Cocktail Chic

  • 6:30-7:00 Cocktails and Welcome with Knowledge Bureau President Evelyn Jacks
  • 7:00-8:30 Dinner and Announcement of 2022 Designates and Graduates with Dr. Dean Smith
  • 8:30-9:00 Special Guest Speaker: Carol Willes, Director, Estate Planning, BMO Private Wealth SUPREME PROFESSIONALISM - GIVING PURPOSE TO WEALTH




7:00 - 8:00 AM
WELCOME BREAKFAST
With Your Master of Ceremonies

Lewis Kent
CFP

2021 New Advisor Award Winner

Start your day with a healthy breakfast to fuel your mind and prepare you for a day of bold thinking about our theme of Velocity!

Open to all paid attendees, paid guests, speakers and partners.


8:00 - 8:45 AM
PRACTICE MANAGEMENT, TAX AND FINANCIAL PLANNING

VELOCITY: The Speed of Change and Its Effects on Your Work

Evelyn Jacks
DFA-Tax Services Specialist, RWM™, MFA, MFA-P, President, Knowledge Bureau

Do you know the difference between speed and velocity? One relates to time, the other includes direction. Best-selling author and award-winning founder of Knowledge Bureau sets the stage for your new role in an era of economic spurts and sputters. Find out why moving the needle quickly towards a more stable future for your clients - and your practice is both a critical challenge and a rare opportunity to be seized with vigor!


8:45 - 9:30 AM
ETHICS AND COMPLIANCE

ETHICAL BEHAVIOURS:
Breaking Down the Duties of Care

Tony Mahabir
CEO, CANFIN Financial

CEO of CANFIN, Tony Mahabir who will share his inspiring insights on the importance of ethics and how to do the right things in times of great change.


9:30 - 10:15 AM
PORTFOLIO MANAGEMENT

THE VELOCITY OF MONEY:
Rate of Spending & Its Impact on Investors

Philip Peturrson
Chief Investment Strategist IG Wealth

Pumping money into the economy as we did during the pandemic is a sure way to create inflation. Still, bankers and governments speak about a 2% inflation rate over time. Is this realistic? What is the true rate of inflation going to look like and how will portfolios manage to account for it in their returns? How do you calculate what the damage will be in both the short term and the longer term? And, in the process, how do you preserve wealth to amplify purchasing power? The answers to these questions will be discussed in this important session.


10:15 - 10:45 AM
MIMOSA BREAK:
A Taste of Niagara

Visit with our DAC Acuity Partners to learn more about their offerings while you enjoy a warm beverage and a treat featuring the spectacular fall produce of the Niagara region.


10:45 - 11:30 AM
TAX PLANNING AND COMPLIANCE

COMING HOME:
The Tax Quagmire for Ex-Pats

Dr. Dean Smith
PHD, CFP, TEP, CPA, CA, RWM™
President, Cadesky Tax

Understanding Taxation on Departure and Re-entry to Canada is always an important topic to tax and financial advisors. Returning to Canada as an expat can have complicated tax consequences that reach back to a client’s tax history before departure. Learn how to provide confident commentary to questions your clients may have about their children or parents returning to Canada after extended periods of non-residency.


11:30 - 12:15 PM
ESTATE PLANNING

ESTATE PLANNING WITH GENERATION DREAD: Finding Financial Peace of Mind Through the Emotional Despair of Climate Change

Estate planning discussions are always difficult, but these days, perhaps even more so. That’s why tax and financial services providers must pay attention to new trends; notably that young people – those that need to be engaged as primary stakeholders in wealth transfers – have experienced a significant drop in hopefulness. Author Dr. Britt Wray has written an important book, Generation Dread, and will share an urgent message: intergenerational power and wealth will not fix the underlying malaise felt by future inheritors.

Tina Di Vito, Partner, Canadian Family Enterprise Leader, EY Private, will provide a counterpoint. She will share secrets to engaging the next generation in estate planning with an empowering approach. The secret lies in helping families understand the purpose of wealth and why its stewardship is so important. A clue: estate and succession planning is really about hopefulness for future generations. Through real life case studies Tina will help you guide conversations from negative self-fulfilling prophesies to self-actualization with the goal of making the world a better place because wealth was accumulated and successfully passed on. MC Lewis Kent will conclude this interesting session with his perspective from a young advisor’s point of view.


12:15 -1:15 PM
PRACTICE MANAGEMENT

TEAM BUILDING:
Lunch at the Improv


Have you heard of Quiet Quitting? These days it’s increasingly difficult to build a team and keep people engaged.
Move the needle! Stretch and get ready to participate with other designates, graduates, speakers and partners in an incredibly effective team building lunch filled with laughter! With trained improv reflexes thinking on our feet becomes second nature, better preparing us to face challenges and build momentum in times of change, joyfully and without judgement. Hosted by Christina Fazio.


1:15 – 2:00 PM
PORTFOLIO MANAGEMENT

WHY CONSIDER ALTERNATIVE INVESTMENTS?
Because the Future May Not Look Like the Past

Institutions and large family offices have historically allocated significant capital to alternative investments. Seeking higher returns, incremental income, lower volatility and inflation hedging have been some of the motivators. Recently these investments are gaining more traction with high net worth investors and this session lead by Jennifer Louth will discuss effective ways to incorporate alternatives in client portfolios.


2:00 – 2:45 PM
INVESTOR BEHAVIOUR:
MANAGING FOMO: Fear of Missing Out


Professor Laura Cavanagh


Do your clients perceive that others are having more success, that they are missing out on something that others are benefiting from? Does the Fear of Missing Out cause people to take risks they shouldn’t take? How does that affect your practice and the advice you give? Find out more from a noted Professor of Psychology Laura Cavanagh about this increasingly common issue which is often driven by social media.


2:45 - 3:00 AM
EVALUATION AND COMMUNICATIONS BREAK


3:00 – 3:45 PM
TRUTH AND RECONCILIATION

Integrating Canada’s most painful history into changing workplace standards only makes sense as the economy rebuilds. Find out why that matters to you and your clients.


3:45 - 4:30 PM
PANEL DISCUSSION:
The Changing Faces of Wealth


Hosted by: Christine Logan

MBA, Head of Marketing (Americas), Franklin Templeton

The Multi-demographic approach to wealth management has truly arrived and the numbers prove it. But are you on top of this trend? If not, have you considered whether your practice is future-proof? The answer is likely no if you are not focused on diversity as a key performance indicator – in hiring your next new associates and in segmenting your client base. In this important session moderated by Christine Logan, and featuring Judith Chambers, we will focus on the changing future of your business and why it likely needs attention now if you are missing out on the remarkable opportunity a multi-demographic approach can bring.


4:45 - 5:30 PM
DAC MARTINI-VENT


Get to know your DAC Colleagues Better with a warm welcome to DAC first timers!


7:00 - 10:00 PM

JOIN YOUR COLLEAGUES FOR A HOWLING GOOD TIME!

For a night of good food, good fun and entertainment – DAC Style! Enjoy a themed buffet dinner, DJ with your favourite spooky songs and some great prizes.

Dress: Halloween costumes or theme wear encouraged!

Ballroom C


7:00 - 8:00 AM
PROFESSIONAL DEVELOPMENT

HEALTHY INSPIRATION BREAKFAST
Introduction of New Advisor Award Winner and Keynote

Fuel your mind and get inspired by the DAC 2022 New Advisor Award Winner to prepare you for a day of bright insights. Open to all paid attendees, paid guests, speakers and partners.


8:00 - 8:45 AM
PRACTICE MANAGEMENT

HELP WANTED:
Transformative Leadership for Canada

Robert Fife
National Bureau Chief, Globe and Mail

From the Canada’s National Bureau Chief for the Globe and Mail, Robert Fife, hear the compelling argument for transformative leadership at home and abroad. At a time when polarized views need to be soothed and Canada is positioned to take its place on the world stage and provide our rich resources and amplify the global economic recovery.


8:45 - 9:30 AM
TAX PLANNING

THE SPEED OF TAX CHANGE:
What it Means for You and Your Clients

Kim Moody
FCPA, FCA, TEP
President, Moody’s Tax Law

This fast-paced session will deal with the fast pace of change and in particular tax changes. There is no shortage of very complex and pervasive changes that continue to be proposed and implemented by governments. How do you keep up-to-date to ensure your practice responds appropriately for the benefit of clients? Kim Moody will give straight-forward suggestions to help you navigate this important topic.


9:45 - 10:30 AM
PRACTICE MANAGEMENT

MOMENTUM: From the Executive Suite
How Richardson Wealth Started Thinking about Capturing Their Opportunities

Change is difficult at the best of times but today, it’s harder, especially for business leaders, owners and managers. This is as true for advisors as it is for their clients, some of whom may face a massive disappointment in the valuation of their businesses today or, worse, understand their retirement might look quite differently than it did before March of 2020.

Yet, opportunities abound to build new momentum, if you focus on some of the right things and know how to execute on them. Richardson Wealth did just that – with and for their advisors – by contemplating the journey over the next 5 years, sharing ideas for best practices, and empowering their company to put plan to vision with a strategy that began with a solid triage.

Learn from President Kish Kapoor and VP of Practice Management, Christina Clement, the three guiding forces that were the foundation to new revenue targets and what it takes to coach 165 Advisory Teams in 20 offices across the country to find new opportunity and momentum.


10:30 - 11:15 AM
RETIREMENT AND SUCCESSION PLANNING

RETIREMENT & SUCCESSION PLANNING:
HOW TO GET MORE DISTANCE FROM PENSION PLANS

JP Laporte
CEO, INTEGRIS Pension Management Corp

When your clients unlock their pension plans in the current environment they will want to know two things: how to build momentum and the straightest line to growth as they invest for their future. Knowing more about the tax and pension law can preserve wealth; in fact, using a multi-generational approach can make millions of dollars of difference in some cases. Find out more in this session lead by JP Laporte.


11:15- 12:00 PM

EMPLOYEE BENEFITS: A Holistic Approach to Innovative and Efficient Design

In an era of new trends – ongoing COVID impacts, the Great Resignation, Quiet Quitting, National Pharmare and Dental Care, a broken health care system and employers struggling with rising wages and interest costs - is there a new place for employee benefits in the workplace today? In a nutshell: yes, and tax accounting and financial advisors have a big role to play in assisting business owners and their employees with an innovative approach to their efficient design. Learn from a leading expert in efficient group benefits design Massimo Nini.


12:00 - 12:45 PM
CANADIANA CARVERY


Visit with our DAC Acuity Partners to learn more about their offerings while you enjoy a Caesar or warm beverage and a Back Bacon on a Bun from the carvery.

Ballroom D


12:45 - 1:30 PM

TAX AND FINANCIAL PLANNING

PLANNING FOR DISABILITY:
A Multi-Advisory Case Study

Significant life transitions include planning for vulnerabilities including investment, retirement, estate, succession and cross-border issues with a tax-efficient lens. Planning before a member of the family moves from capacity to incapacity is important, yet rarely done, at the peril to capital accumulation. Learn how to solve a true-to-life case study in a multi-generational high net worth family from your Real Wealth Management Panel of specialists, Kristin Ramlal, Ian Wood, Doug Buss and Alan Rowell.


1:30 - 2:15 PM
WEALTH MANAGEMENT - STRATEGIC PHILANTHROPY

FIRESIDE CHAT: DOING GOOD
Why Making a Social Impact Matters to Your Next Client

Doing good is a Big Idea. Consider the opportunity for “social financing” : the collaborative investment of public, private and philanthropic funds to re-image our economic structure to build a “Social Infrastructure Network”. Transformational in scope, such innovative ideas come from a former Fortune 500 company executive who now heads up the Ottawa Community Foundation. Marco Pagani, believes the philanthropic sector has great potential, leading “investors” to new opportunities in social innovation, but needs to take a business viewpoint to embrace them.

Lindsay Sawyer-Faye will provide a financial advisor’s perspective on leaving money to charity. Taking the donor’s viewpoint, she will consider what is required to honor the gifts that donors leave from a stewardship and transparency point of view and how advisors with financial skills can step up to bring a measurable and accountable approach to legacy planning.


2:15 - 3:00 PM
PROFESSIONAL DEVELOPMENT

VELOCITY & THE NEED FOR SPEED TO SUCCEED

Push Your Limits While Remaining Balanced!

In one of the greatest moments in Canadian sport, Olympic Gold Medalist in the 4x4 Relay in the 1996 Olympics, sprinter Bruny Surin, proved he knew something about the anatomy of a winning team. Recently named Canada’s Olympic chef de mission for the Paris 2024 Olympics, Bruny ran 100 meters in 9.84 seconds to achieve his ultimate goal. Find out what that was, how he did it and why mentorship, trust and communication were amongst the secrets to his success in achieving both speed and velocity!


3:00 - 3:30 PM
PROFESSIONAL DEVELOPMENT

IMAGINE!

New Momentum in Sharing Knowledge

As we image a new future for the financial services industry – with both velocity and momentum - Knowledge Bureau President Evelyn Jacks will share a summation of the new vision our 21 thought leaders have shown in a dynamic close to DAC Acuity 2022.

In addition, Knowledge Bureau is set to begin its 20th year of sharing knowledge in financial education with tax accounting and financial advisors, learn how it will celebrate its success – and more importantly – where – and which lucky delegate will receive a free registration to DAC 2023!