Bold Thinking: DAC Brings Keen Thought and Big Fun to Virtual Conferencing

Wednesday, October 28^th

KEEN THOUGHTS AND BOLD THINKING IN THE FINANCIAL SERVICES

9:00-9:30 AM

(Listed in Central Time)

VIRTUAL DAC ACUITY WELCOME:

Grab your coffee, log in and join us for a trip down DAC Memory Lane Sponsored by Moody’s

 9:30-9:45 AM

MASTER OF CEREMONIES OPENING REMARKS

Steven Furtado, Investment Advisor/Financial Security Advisor

Mandeville Private Client, Inc.

2019 Knowledge Bureau Young Advisor Award Recipient

9:45- 10:25 AM

OPENING ADDRESS: ACUITY - Soaring Higher, With Keen Thought

Evelyn Jacks, MFA, DFA-TSS, RWM, President, Knowledge Bureau

According to new global research*, COVID 19 will profoundly affect consumer behavior, pointing to a 7% increase in the number of people who want to use advisory services in the next 6-9 months. But there is a catch: your future clients expect personalized engagement as a requisite norm. While this is great news for tax and financial advisors, how you deliver on that expectation, is what will differentiate you in a time of chaos. Evelyn will take you through a fascinating pathway to new success in these roaring 20’s.

*Capgemini Research Institute April 2020, 11,000 customers, 11 countries

10:25-11:05 AM

THE NEW START: The Economic Road Ahead

Joe Oliver, Former Minister of Finance of Canada

How will we emerge from a severe, possibly devasting economic scenario left by the events of 2020? Find out more from a learned executive with the unique experience to speak to both the public policy and private sector responses

 11:05 – 11:45 AM

BEHAVIOURAL FINANCE IN PORTFOLIO RISK MANAGEMENT

Mark Taucar, Portfolio Manager,

Accilent Capital Management Inc.

Risk management and behavioral finance are often closely linked, particularly in this time of extreme volatility. Learn the 4 things every advisor has to know to manage the building of wealth into a recession.

11:45-11:55 AM

CHAIR YOGA FEATURING MOCHA MAGIC SHOTS

Sponsored by Home Trust

Stretch then grab a specialty coffee with Christina Fazio

 11:55-12:35 PM

TRENDS IN TAX AND WEALTH MANAGEMENT

Chat with Melissa Shin, Editorial Director of Advisors Edge and

Rudy Mezzetta, Sr. Reporter, Investment Executive

Amid this challenging and confusing environment, you will hear from the people whose job it is to stay on top of the developments and distill them into useful, practical information you can use to help your clients.

 12:35- 1:20PM

DAC ACUITY INSPIRATION CEREMONY HONORING

THE 2020 NEW ADVISOR AWARD WINNER

Join designates, graduates, speakers and partners and all the delegates of DAC Acuity 2020 “Must-Attend” social event to welcome you to DAC Acuity 2020. Meet and Congratulate the 2020 New Advisor Award Winner and hear from our Inspirational Keynote

Tony Mahabir, MBA, CMC, RRC, CIM, CFP

CEO, CANFIN Financial Group

Whether you are an experienced veteran or just embarking on your journey this session will reignite and inspire you to be a force for change in helping Canadians attain & maintain Financial Wellness!

1:20-2:00 PM

NEW ADVISOR PRESENTATION AND PANEL DISCUSSION:

Building Your Business in a Virtual World

2:00-3:00 PM

MARTIN-I-VENT: Get out your cocktail shaker and saddle up to the virtual Martini bar as we host an open session discussing this most unusual year!

Thursday, October 29^th

BOLD THINKING

9:00-9:30 AM

(Listed in Central Standard Time)

EYE OPENER DAC ACUITY BUSINESS BUILDER CONTEST

Audience: Rate your sponsors in the first ever DAC Acuity Contest. Expect immediate implementable business tips, charm, wit and competitive surprises to earn your vote while you fuel up on DAC Power Food.

Sponsors: Pick up the challenge to wow the audience with your BOLD THINKING and BRIGHT INSIGHTS and leave them with at least one priceless “gold nugget” to use in their practice.

9:30-9:45 AM

MASTER OF CEREMONIES OPENING REMARKS AND WELCOME

Keeley Simpson, BMO Nesbitt Burns,

2015 DAC Young Advisor Award Recipient

9:45- 10:25 AM

YEAR END TAX PLANNING CASE STUDIES:

FOCUS ON HNW CLIENTS WITH REAL ESTATE

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

Cadesky U.S. Tax Ltd.

This presentation will use case studies to look at potential impacts of new wealth taxes on HNW individuals and the effect on real estate in Canada and abroad.

10:25-11:05AM

MANAGING POST-PANDEMIC DEBT:

Deferral Does Not Mean Forgiveness

Lori Lee, Regional Director, National Account Western Canada

The statistics are staggering – Canadians can’t seem to get a handle on debt. Learn the many ways you can help even your most debt-stressed clients who are struggling in these unprecedented economic times.

11:05-11:45AM

THE BURDEN OF WEALTH:

Estate Planning with Trusts

Thomas E, Junkin TEP, Senior Vice President, Personal Wealth Services
Fiduciary Trust Canada

11:45-11:55AM

TASTE OF NIAGARA BREAK: A Virtual Helicopter Tour

Take the plunge, ride the waves and journey under the Falls all while enjoying your Niagara snacks, with delicious chocolate cherries from Chocolate FX along with vanilla and chocolate shortbreads and jam from Provisions.

11:55-12:35 PM

NEW RETIREMENT PLANNING TRENDS:

Use of Life Insurance in a Retirement Strategy

DR. Michel Finke, Ph.D., CFP®, Professor and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services

Only two things happen to your money in retirement: you either spend it or pass it on. Learn how to help your clients get the greatest benefit from their savings to meet their lifecycle goals in retirement using life insurance as part of your retirement income strategy.

12:35-1:15 PM

CEO CORNER

BOLD THINKING:

Getting Wealth Management Right in a Post Pandemic World

Speaker TBA

1:15-2:15 PM

THE PERFECT LUNCH – DAC STYLE!

WINE TASTING VIRTUAL COOKING CLASS

Let’s celebrate 2 outstanding days of learning

with a wine tasting from Peller Estates and a Virtual Cooking Class featuring Chef Adam Hynam-Smith of Dispatch recently named one of Canada’s top new restaurants for 2019 and Chef James of the Scotiabank Convention Centre. Join DAC delegates from coast-to-coast as they demonstrate how to make a fabulous Hummus Bowl including Scout Trout, Tomato and Cucumber Salad, Preserved vegetables, Pita.

Friday, October 30^th

BRIGHT INSIGHTS

9:00-9:30 AM

(Listed in Central Standard Time)

GRADUATION CELEBRATION AND INSPIRATIONAL COMMENCEMENT

Dr. Dean Smith, PHD, CFP, TEP, CPA, CA, RWM

President, Cadesky U.S. Tax Ltd.

Join us as we celebrate past graduates and designates. Raise a toast to recognize their significant achievements and those of their peers.

HOST OF THE GRADUATE CELEBRATION: CADESKY TAX

9:30-9:45 AM

MASTER OF CEREMONIES OPENING REMARKS

Lindsay Sawyer Fay, BA, CFP, CLU, CHS

E. Sawyer Financial

Manulife Securities Investment Services Inc.

9:45- 10:25 AM

BEST PRACTICES: Shielding Business Owner Wealth

Kim Moody, FCA, TEP, Director, Canadian Tax Advisory

Moodys Tax Law LLP

How can you help your business owner clients protect their wealth before new taxes on wealth arrive? This session will provide some proactive steps to help in these unprecedented times.

10:25-11:05 AM

MARKETING YOUR VIRTUAL ADVISORY PRACTICE

Jeremiah Desmarais, CEO, Advisorist.com

Learn how to build your business by sharing your valuable thought leadership to find prospective clients on social media. Jeremiah, a best-selling author of SHIFT! will show you how to market your services to a virtual audience of prospective clients.

11:05-11:15 AM

VIRTUAL GOAT YOGA AND MIMOSAS

11:15-11:55 AM

MANAGING THE ELEPHANT IN THE ROOM:

Addressing Mental Health for High Performance

Matt Johnson, Johnston Group

New data on the financial effect of the Pandemic crisis will provide bright insight on the financial impact of mental health at home and in the workplace. As a most trusted advisor, you have the opportunity understand the scope of programming available, to address the big new elephant hovering in the room and provide solutions and tools for your clients.

11:55-12:35 PM

HELPING WOMEN TAKE FINANCIAL REINS: Why It’s Back to Financial Basics

Christine Logan, Jackie Porter, Kristin Ramlal and Chris Valentine

Join our esteemed panel as they take it back to the basics to help you and your female client overcome barriers to embrace confident and successful investing in a volatile marketplace. You will be surprised that there are really only two important obstacles and why you may be missing out on engaging your ideal client.

12:35-1:15 PM

CLOSING KEYNOTE:

OVERCOMING LIFE’S HURDLES How to Pivot with Positivity and Resilience Into 2021

Canadian Olympian, 400 M Hurdles London 2012 and Amazing Race Finalist, Sarah Wells

Everyone is looking for the " right " next step as we move through the pandemic chaos. We want to take action, but our motivation and resilience may feel like it's at an all time low. The great news is the answer to building that up, comes in 3 simple steps: ASSESS, CHOOSE, ACT. This amazing young Olympian will help you ascend the hurdles in your life with renewed resilience and re-engage your competitive spirit with her energy, enthusiasm, and finely honed discipline to succeed.