DAC: Take A Strategic Look at The Crossroads of Change

At a time when governments are more closely monitoring changes in global GDP growth, the effects of protectionism, currency fluctuations, tax changes and sluggish business investment on the long-term financial well-being of Canadians, wealth advisors need to better understand new strategies for making tax-efficient investment recommendations to the families they work with.

The Distinguished Advisor Conference (DAC) has established its reputation as the most comprehensive and strategic educational conference available to tax and financial advisors over 14 years. The DAC will help you to accelerate all elements of your business plan and consolidate the trust of your clients as you explore the powerful changes in the financial services today.

Experts and visionaries from all sides of the financial services industries will help you refresh your vision and mission, and execute on the strategic and technical skills required to serve your clients in this time of significant change. Please visit our website often as we are building an exciting agenda with outstanding thought leaders.

As a distinguished advisor in your industry you can also enter two prestigious awards to be announced at the DAC:

1. DAC Young Advisors Award: The Distinguished Young Advisors Award is open to young advisors actively engaged in the financial services who have a minimum of five years’ experience in the industry and are under the age of 40. A completed application form, CV and written synopsis of their achievements under eight key criteria may be submitted to Distinguished Young Advisors Award before May 31, 2017. Click here to download the application form.
2. 2017 DAC Client Innovation Scholarship Award: This award recognizes outstanding achievement for those who have excelled in INNOVATIVE client services and is open to practicing advisors of all ages who have been actively engaged in the financial services industry for at least five years. A completed application form, CV and written synopsis of their achievements may be submitted to Distinguished Advisor Conference (DAC) Client Innovation Award before May 30, 2017. To apply, complete the form at this link.

But DAC is not just about Extreme Education . . . it’s also Extremely Fun Networking! Check out the truly Canadian activity agenda to introduce you to new peers from across Canada to do business with! DAC will be held at the beautiful Grand Okanagan Resort in Kelowna, B.C., located in the Okanagan valley. This beautiful venue offers everything from pristine lakes, orchards and vineyards and even a legendary lake monster—Ogopogo! There’s lots to see and explore during your visit to western Canada. It is also your opportunity to earn 15 CE/CPD credits from Knowledge Bureau, IIROC and Insurance Councils.

In 2016, close to 200 delegates had an outstanding time in San Diego, California. Please click here to find out what topics and keynote speakers you missed. Please also visit last year’s DAC photo gallery and sample the great atmosphere that was in San Diego during DAC.

Remember: visit us often on the DAC web page prepared especially for you to learn more about things to do and see in Kelowna. For more information, click here or call toll free 1-866-953-4769 for personal assistance.

Call us today to save on tuition fees and reserve your spot as seating is limited.

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