Puerto Vallarta, Mexico
November 10-13, 2019

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

2019 Distinguished Advisor Conference Speakers

​Monday, November 11, 2019

THEME: ECONOMIC RESILIENCE IN CREATING FAMILY WEALTH

​Kristin Ramlal

PFP, CIM, FCSI
Securities Specialist and Credential QTrade Advisor

Kristin is a proud young professional woman in wealth advisory, with over 15 years’ experience in the financial services. Her experience includes Canadian/US personal banking and lending, retail and institutional investment account management, portfolio analysis/construction, security research and trading, and financial and estate planning. She is an IIROC Licensed Securities Specialist and has a growing passion for holistic wealth advisory. Kristin is a firm believer in the important of financial education and is committed to a multi-stakeholder approach to real wealth management.

At DAC, Kristin will be the Master of Ceremonies on Day 1 and will be speaking on the topic of STOCK INCENTIVE AND BENEFIT PLANS and how they fit within a Real Wealth Management Plan.

​Evelyn Jacks

MFA, DFA-TSS
President
Knowledge Bureau

Evelyn is Canada’s most respected educator in tax and financial literacy and one of Canada’s most prolific financial authors, having written 53 books, many of them best-sellers. Her most recent are: Essential Tax Facts, How to Make the Right Tax Moves and Be Audit-Proof, Too and Defusing the Family Business Time Bomb . Evelyn appears regularly in MoneySense Magazine, on BNN, CBC and regional media.

You don’t want to miss her compelling session entitled:Resilience – The Secrets to Creating Wealth in Times of Change.

Duane Green

President and CEO
Franklin Templeton Canada
Fiduciary Trust Company of Canada

Duane Green is president and CEO of Franklin Templeton Canada and Fiduciary Trust Canada, overseeing the Canadian business.

Celebrating its 65th anniversary, Franklin Templeton Canada provides asset management and investment solutions, including mutual funds, ETFs, multi-asset portfolios, pooled funds and alternatives, to Canadian retail, institutional and high net worth investors. Mr. Green previously served as managing director - Canada, responsible for the firm’s Canadian retail, institutional and high net worth distribution business.

Prior to that, he was head of Institutional in Canada. Mr. Green joined Franklin Templeton in 2004 as vice president of Strategic Alliances. In 2017, he received the Women in Capital Markets Male Leadership award.

Mr. Green has a degree in economics from the University of Ottawa and is a fellow of the Canadian Securities Institute. He holds the FMA, CIM, and FCSI designations.

​Tony Mahabir

Chairman and CEO
Canfin Financial Group of Companies

Tony is the Chairman and CEO of Canfin Financial Group of Companies, an entity which provides professional wealth management advisory services to businesses, professionals and individuals across Canada and globally. Outside of work, he is the President of the CONVENTION OF INDEPENDENT FINANCIAL ADVISORS (CIFA), a Swiss non-profit Foundation and Non-Governmental Organization in general consultative status with the Social and Economic Counsel (ECOSOC) of the United Nations. In North America, he serves as the Chairman of The Canadian Institute of Financial Planning, Director of the U.S. Based Financial Planning Association and sits on the Board of Governors for Humber College Institute of Technology & Advanced Learning.

At DAC, Tony will be speaking on the topic of STRATEGIC ALLIANCES – How to Build a Cross Border Network.

​Daniel Collison

B.A., CFP, TEP Managing Partner
Advice2Advisors

Daniel Collison is the Managing Partner with financial education firm Advice2Advisors, which trains, mentors and coaches financial advisors of all tenures. Dan is a CFP, a Member of the Society of Trust and Estate Practitioners (TEP), and a member of the Financial Therapy Association (FTA).

At DAC, Dan will speak on the topic of MODERN PROSPECTING THEORY.

​Hussein Hallack

CEO & Founder

Next Decentrum

Tuesday, November 12, 2019

THEME: CLIENT RELATIONSHIP MANAGEMENT, ETHICS, COMPLIANCE

​Dean Cockell

Branch Manager
Portfolio Strategies

Over the years, Dean has become known as “the man with a practical straight forward approach to financial planning.” He is well known for his ability to conceptualize, execute and communicate innovative solutions to both individual and business financial institutions

Dean has earned the MFA (Master Financial Advisor) Designation and Certification. He is also a member of The Canadian Institute of Financial Planners, has a Certificate in Financial Planning (CIFP) and holds his EPC Designation as a charter member of the Canadian Initiative for Elder Planning Studies.

​Michael Nuschke

CFP
Owner and Director
Focus on Mexico

Michael is the owner and Director of Focus On Mexico an educational organization that runs programs on how to retire in Mexico. Recently he completed a 40-year career as financial advisor including advising expat Canadians in the early 1990’s while with Canadian International Consultants Inc.

Michael is also a “Retirement Futurist”, speaker, author and blogger on the future of retirement via his company, RetirementSingularity.com

At DAC Michael will be discussing MOVING TO MEXICO? Know the Essential Money Matters.

​Dr. Dean Smith

President
Cadesky U.S. Tax Ltd.

Dr. Dean Smith, PHD, CFP, TEP, CPA, CA is a partner with Cadesky and Associates LLP and the President of Cadesky U.S. Tax Ltd. Cadesky is a boutique accounting firm which provides only taxation services. Dean has been involved with expatriate tax work for over 23 years assisting companies moving employees around the world. Clients also include private individuals who have multiple jurisdictional filings. Dean is also an instructor and writer with Knowledge Bureau.

​Jean-Pierre Laporte

BA, MA, JD
CEO
Integris Pension Management Corp

Jean-Pierre Laporte, BA, MA, JD is CEO of INTEGRIS Pension Management Corp. and a pension lawyer. He has written extensively on pension matters and is often called as an expert witness before the House of Commons Standing Committee on Finance. For his work on improving pension legislation in Canada, he was awarded the Queen Elizabeth II Diamond Jubilee medal in October 2012.

At DAC, Pierre will be presenting on the topic of CREATING INCOME WITH NEW PERSONAL PENSION PLANS along with Mark Taucar.

​Mark Taucar

Portfolio Manager
Accilent Capital Management Inc

Mark Taucar, CFA manages discretionary clients through ACCILENT SELECT Discretionary Management. A unique offering that allows those qualified to be licensed as Advising Representatives (ARs), Associate Advising Representatives (AARs), Dealing Representatives (DRs) to engage with clients and provide streamlined, cost sensitive discretionary management.

At DAC, Pierre will be presenting on the topic of CREATING INCOME WITH NEW PERSONAL PENSION PLANS along with Jean-Pierre Laporte.

Patrick Gill

Regional Vice President of Central and Atlantic Canada
Manulife Bank & Trust​

Patrick Gill is the Regional Vice President of Central and Atlantic Canada for Manulife Bank & Trust. He has been in the banking and financial industry for over 19 years. Patrick has enjoyed many successful years in the mortgage industry. He was the recipient of Manulife’s prestigious Stars of Excellence award recognizing outstanding service to the company, while tirelessly assisting his peers and business unit partners with leadership and sales coaching skills.

At DAC, Patrick will be on stage with Lysa Fitzgerald discussing Debt and Savings and how you can unleash the secret to cash flow efficiency for your clients.

​Lysa Fitzgerald

AVP, Business, Private Banking & Trust
Manulife Bank of Canada

With more than 25 years of experience in the financial services industry, Lysa Fitzgerald brings along a history of leadership and expertise to her position as Head of Business, Private Banking & Trust at Manulife Bank. Lysa leverages her extensive financial and wealth management knowledge when establishing best practices for Manulife Bank’s business banking, private banking and trust offering.

Lysa is a Certified Financial Planner (CFP) and holds a Bachelor degree from the University of Western Ontario.

At DAC, Lysa will be on stage with Patrick Gill discussing Debt and Savings and how you can unleash the secret to cash flow efficiency for your clients.

​Wednesday, November 13, 2019

THEME: NEW OPPORTUNITIES IN WEALTH DISTRIBUTION

Allan Jacks

Sr VP, Business Development
Knowledge Bureau

Al’s passion is helping great people and organizations ensure they have the resources to achieve great things.

As the Sr. VP of Business Development his role is to recruit, train and coach Knowledge Bureau staff to help grow the business and reputation of Knowledge Bureau by building strong relationships with tax, accounting and financial services professionals and organizations.

“Evelyn and Knowledge Bureau clearly fit the definition of “great” and I am devoting my passion to helping them ensure great financial professionals are better able to help their clients achieve great things.”

At DAC, Al will be the Master of Ceremonies on Day 3.

Dan Kelly

President, CEO and Chair
CFIB

Dan Kelly serves as President, Chief Executive Officer and Chair of the Board of Governors of the Canadian Federation of Independent Business (CFIB). In this capacity, Dan is the lead spokesperson and advocate for the views of the Federation’s 109,000 small and medium-sized member businesses.

Dan has served on dozens of provincial and federal committees and task forces and has represented Canada’s small businesses at the International Labour Organisation in Geneva. He currently serves on Finance Canada Payments Consultative Committee (FINPAY) and the Canadian International Trade Tribunal Advisory Committee.

In 2019, Dan will be speaking about POWERFUL COMPETITORS: The Rise of Small Business in the New Gig Economy.

​Joanne Sigurdson

B.Comm (Hons)
Executive Leadership Coach and Certificate Course Author

Joanne Sigurdson is the author of a certificate course in the Knowledge Bureau’s MFA- Executive Business Growth Program, entitled Leadership, Culture and Continuity.

Joanne Sigurdson is an optimistic seasoned Executive Coach and Business Consultant focused on assisting Executives and Business Owners grow their leadership skills to achieve their personal and professional goals. She has successfully worked with numerous businesses to help them establish and implement a plan for taking their organization to the next level.

​Terri Williams

CFP

Terri Williams CFP ® has over thirty years’ experience in the financial services and investment regulatory areas where she is regarded as an investor advocate. Prior to retiring in 2018 as Vice President, Corporate Social Responsibility at Scotiabank, Terri held several senior management roles including Vice President, Marketing, Global Wealth and Insurance, Scotiabank and President of the Ontario Securities Commission’s Investor Education Fund.

In both positions, she led the development and implementation of several financial literacy resources and programs for investors.

At DAC, Terri will be speaking on the topic of FINANCIAL CAPACITY: Working with Clients Who May Not Have It.

Jenifer Bartman

CPA, CA, CMC, MFA™
Founder and Principal
Jenifer Bartman Business Advisory Services

Jenifer Bartman is the Founder & Principal of Jenifer Bartman Business Advisory Services, assisting companies in transition (i.e., early, financing, growth, and succession stages). Service areas include business and succession planning, growth strategies, financing readiness, executive coaching, and performance improvement. Jenifer is well known for her venture capital and early stage financing expertise, having been an executive in the industry and an advisor to many young companies.

She is the instructor of four certificate courses in the Knowledge Bureau MFA™ programs and is the lead instructor for the MFA™-Executive Business Growth Program . She has also been a speaker at both The Distinguished Advisor Conference (DAC) and The Distinguished Advisor Workshop ( CE Summits ) series and has Defusing the Family Business Time Bomb, published by Knowledge Bureau.

At DAC, Jenifer will be joined by Joanne Sigurdson to discuss: Leadership Required, Defusing the Family Business Time Bomb.

Kim Moody

FCA, TEP
Director, Canadian Tax Advisory
Moodys Gartner Tax Law LLP

Kim G C Moody FCA, TEP, is a Chartered Accountant, Registered Trust and Estate Practitioner and a tax specialist practicing in Calgary as the CEO / Director Canadian Tax Advisory with Moodys Gartner Tax Law LLP / Moodys Private Client LLP. His main area of expertise is tax and estate planning for the owner-manager of private corporations, executives, professional athletes and other high net worth individuals.

Kim is the author of numerous articles, papers and courses on tax and estate planning and he has lectured extensively for a number of organizations on tax, estate planning and planned giving, including STEP and the Canadian Tax Foundation. He is a past instructor for the Certified Financial Planners designation and is a current tax instructor for the Chartered Professional Accountants of Accountants of Alberta Professional Development Program. Kim has also lectured as a guest faculty member of national educational institute, Knowledge Bureau.

Russ Sheppard

J.D.
Rockies Law Corporation

Russ is currently a lawyer living in beautiful Cranbrook, British Columbia Canada. Previous to law Russ was a Teacher/Administrator and Dean of Students in both the Public and Private School Systems for 12 years spanning5 provinces and territories. Russ was one of the founders of the internationally recognized Kugluktuk Grizzlies youth program that is featured in the Hollywood Movie The Grizzlies. The movie focuses on his effect on his students and his students effect on him.

At DAC Russ will be closing with his keynote “POWERFUL COMPETITORS: The Grizzlies Story”