Puerto Vallarta, Mexico
November 10–13

Take a Global View In the City of Old and New: Inspirational Culture & Beauty

Distinguished Advisor Conference 2019

Registration deadline: September 15, 2019

Theme: Powerful Competition

The Secret to Economic Resilience

​Agenda Highlights

Themes:

Economic Resilience in Creating Family Wealth

Client Relationship Management, Ethics and Compliance

New Opportunities in Wealth Distribution

Travel and Venue

The 2019 Distinguished Advisor Conference will take place at the Westin Puerto Vallarta.

Flight discounts are available through WestJet.

Speakers

Learn more about the thought leaders featured in the DAC agenda.

Make a Great Decision

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.

For Early Bird Savings Register By June 15

Optional DAC Activities

Choose from a variety of Puerto Vallarta experiences, from dining to adventure.

Program Director

DAC 2019 Partners

Graduate Partner

First Timer’s Reception Partner

Reception Partner

Breakfast Sponsor

Mimosa Partner

Table Top Trade Show Partner

Media Partner

Attendee Experience

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