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2019 SPONSORS

Program Director


Knowledge Bureau

Media Sponsor


Investment Executive


Advisor's Edge

Speaking Sponsors


Manulife Bank


Franklin Templeton


CanFin Financial Group


White Glove Workshops

Breakfast Sponsor


Lionridge Capital Management Inc.

Graduate Sponsors


Cadesky Tax

Distinguished Advisor Conference 2019

 

THEME: Powerful Competition - The Secret to Economic Resilience

DAC 2019: November 10-13. Puerto Vallarta, Mexico

 

Register Online PDF Registration Detailed PDF Agenda  Partnership Package

 

RSVP NOW!

To register, click the buttons above. You can register online, print and send a PDF, or call 1-866-953-4769.

THE BENEFITS FOR YOU: Give yourself the gift of time to look at your career, your business and your personal objectives more strategically, and return armed with cutting edge knowledge about how to compete more powerfully in your marketplace with the latest economic forecasts, portfolio management strategies, and the latest in tax-efficient investment, retirement and legacy planning.  A high level personal, corporate, trust and cross-border overview will also prepare you and your clients for new opportunities to save despite higher taxes and new compliance obligations.

Learn how to accommodate and adapt your practice to your clients’ changing lifestyles and priorities, providing “real time” wealth advisory services no matter where they are around the world. Understand the new competencies required to steward “impactful” wealth to next generations and the global community, because that’s what’s important to The Newly Affluent.
DAC is the pre-eminent financial conference for leaders.  It is a must-attend event for you if you consider yourself amongst the best in your field.  Step up your game and be inspired by attending with the best in the tax and financial services.


Come back to this site often as we flesh out the agenda and announce our speakers and topics.  Ask us about early registration discounts and our easy instalment plan. Bring your spouse, too - it's hot and beautiful in this Canadian Retirement Haven - Puerto Vallarta!  Earn up to 15 CE/CPD credits.

DAC AGENDA AT A GLANCE
Sunday, November 10

12:00 - 5:00 PM

Registration at the Westin Puerto Vallarta Lobby
6:00 - 7:00 PM First Timers' Reception at the Beachside Pergolas
7:00 - 9:00 PM Welcome Reception at the Beachside Pergolas

Monday, November 11

Theme: Economic Resilience in Creating Family Wealth

7:00 - 7:45 AM

Hot buffet breakfast for attendees and paid guests at the Pintores Terrace
7:45 - 8:00 AM Welcome and opening remarks from the Master of Ceremonies Kristen Ramlal at the Pintores Ballroom
8:00 - 8:45 AM Evelyn Jacks, MFA™, DFA - TSS,  President of Knowledge Bureau
8:45 - 9:45 AM New Landscape for Investors: Duane Green, President and CEO, Franklin Templeton
9:45 - 10:30 AM

The New Economy: Understanding Share Ownership. Stock options and other corporate ownership models.

Speaker: TBA

10:30 - 10:55 AM Mimosa Break - Pintores Terrace
10:55 - 11:00 AM Remembrance Day Acknowledgement
11:00 - 11:45 AM More details on another memorable topic and speaker to come
11:45 - 12:30 PM More details on another memorable topic and speaker to come
12:45 - 2:00 PM Lunch and Learn - sponsored by Pintores Ballroom
2:30 - 5:30 PM Puerto Vallarta city tour (optional)
7:00 - 10:30 PM Dinner at Cafe des Artiste (optional)

Tuesday, November 12

Theme: Client Relationship Management, Ethics and Compliance

7:00 - 7:45 AM

Hot buffet breakfast for attendees and paid guests - Pintores Terrace.

Hosted by: Lion Ride Capital Management

7:45 - 8:00 AM Highlights of Day 1 with your Master of Ceremonies - Pintores Ballroom
8:00 - 8:45 AM

Powerful Competition - Why Independent Business Needs Your Support

Dan Kelly, President, CFIB

8:45 - 9:30 AM

Strategic Alliances - How to Buiild a Cross Border Network

Tony Mahabir, MBA, CMC, RRC, CIM, CFP, CEO at Canfin Financial Group of Companies

9:30 - 10:15 AM

Global Tax Competitiveness: The Compliance Issues You Need to Know

Dr. Dean Smith

10:15 - 10:45 AM Mimosa Break - Pintores Terrace
10:45 - 11:30 AM Creating Income with New Personal Pension Plans
11:30 - 12:30 PM

Debt & Savings: How You Can Unleash the Secret to Cash Flow Efficiency with Your Clients.

Manulife Bank.

12:45 - 2:00 PM Lunch and Learn - sponsored by Pintores Ballroom
3:30 - 4:30 PM "Splash" Poolside meet and greet with sponsors and speakers
6:30 - 7:30 PM

Graduation Ceremony and Reception for Knowledge Bureau Deignates - Pintores Terrace

Hosted by: Cadesky Tax

7:30 - 10:00 PM Olé - DAC Tropical Fiesta Party!

Wednesday, November 13

Theme: New Opportunities in Wealth Distribution

7:00 - 7:45 AM

Hot buffet breakfast for attendees and paid guests - Pintores Terrace
7:45 - 8:00 AM Highlights of Day 2 with your Master of Ceremonies - Pintores Ballroom
8:00 - 8:45 AM More details on another memorable topic and speaker to come
8:45 - 9:30 AM More details on another memorable topic and speaker to come
9:30 - 10:15 AM More details on another memorable topic and speaker to come
10:15 - 10:45 AM Mimosa Break - Pintores Terrace
10:45 - 11:30 AM More details on another memorable topic and speaker to come
11:30 - 12:15 PM More details on another memorable topic and speaker to come
12:30 PM Closing remarks with Evelyn Jacks

 

MAKE A GREAT DECISION. JOIN THE WHO’S WHO.
COME AND EXPERIENCE EDUCATION DIFFERENTLY AT A HIGHER STANDARD
.