Multi Generation Planning: Submit Your Speaking Topic Now!

You are invited.... To make a difference in continuing professional development in the financial services in Canada at DAC 2015 - Multi Generation Planning: Growing New Wealth and Relationships in a Digital World.

The Distinguished Advisor Conference (DAC), November 8 – 11, 2015 is Canada’s pre-eminent educational event for wealth advisors in the tax and financial services. It addresses today’s main business issues from an academic perspective; reflecting on the outcomes of change in private sector forecasting, domestic and international tax law and economic policy making, as well as the regulations that affect the work of financial professionals.We would very much like to include business leaders to join us this year in Puerto Vallarta, the home of thousands of Canadian snowbirds.

The Opportunity

•  Contribute to the national dialogue on critical matters of interest to key business prospects at the event

•  Take advantage of this outstanding networking experience and think critically with our delegates

•  Have your firm participate in a national promotional campaign

This is a high profile event with a significant marketing footprint. Experts and visionaries from all sides of the financial services including noted senior industry leaders and serious up-and–comers have participated. We are on hand in program direction before the event to ensure your outstanding success in front of our delegates; at the event, to help ensure you meet, greet and maximize your sponsorship participation, and after the event, to help you expand the footprint, as described below:

Before the Conference:  You’ll participate in a national promotional campaign that runs from January to October to position your firm as a leading supplier of products and services supporting these outstanding delegates and firms.  Our polished marketing messages reach national audiences throughout Media Partner, Investment Executive and thousands of marketing messages each week throughout the extensive Knowledge Bureau Network, which receives over a million hits each year, includes over 400 media outlets, weekly e-blasts and twitter feeds, Facebook posts, weekly mentions in Knowledge Bureau Report, delivered to 10,000 advisors each week, monthly polls, Knowledge Bureau Website presence and  Regional Distinguished Advisor Workshop presence in four cities Toronto, Winnipeg, Calgary and Vancouver in June and October. We also have an extensive “By invitation” and mailing campaign which can feature your participation.

At the Conference:  We’ll put you in front of 200 of Canada’s top wealth advisory firms in the tax and financial services at the conference – a positive and comprehensive learning environment recognized for CE credit by most industry regulators and associations.  Your logo, company and speaker biographical information will appear in the prized DAC Journal of notes and insights, these business leaders and mentors take home with them to build strategic enterprises, new collaborations and networks.  Your brand will be seen on signs, PowerPoints and sponsor plaque presentations. 

After the Conference:  Our outstanding participants continue to influence audiences of tax and financial advisors across Canada as we replay key wisdom and pictures from the Distinguished Advisor Conference.  But most important, they’ll have access to the exclusive attendee list to build business strategies with.  In addition, we will work with you to develop ongoing private or co-branded educational programming online, in workshops or your own internal programs should you wish to do so.

The Participation Rates are Priceless – and amazingly Affordable:  Your firm will qualify for free registrations at the event (depending on sponsorship levels), and advantageous group rates for your teams. This is a fantastic recognition event for top performers on your team. Your channel of clients and teams of associates will qualify for preferred pricing on all Knowledge Bureau products for the entire year. We will provide you with print and digital marketing materials – news releases, invitations, brochures etc. to help you achieve your goals.

Please see the sponsorship and delegate information packages here or call us at 1-866-953-4768