Last updated: October 10 2019

Thank You DAC Sponsors

If the weather and flu season is already getting you down, remember it’s not too late to join us in sunny Puerto Vallarta for the Distinguished Advisor Conference.  We’d like to take this special opportunity to thank our wonderful sponsors who have made it possible for the outstanding educational sessions and speakers to deliver cutting-edge insights at the event. Most importantly, the networking events are outstanding. Your next big business opportunities await you.

Here’s an overview:

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On Sunday, November 10, we’ll kick things off and welcome you to México with the following:

  • FIRST TIMERS’ RECEPTION hosted by Moodys Gartner Tax Law (6:00-7:00 PM) – Calling all first-timers at DAC! Join us for this very special welcome. The DAC is all about great education and great networking and we want to make sure you have a chance to shine at both. The dress code is business casual, and the event is open to first-time attendees, partners, and paid guests. 
  • DAC WELCOME TO MÉXICO RECEPTION hosted by Portfolio Strategies (7:00-9:00 PM) – Make your way to the Beachside Pergolas for some great food, entertainment, and the opportunity to meet other attendees and speakers as we thank our sponsors and the 2019 recipient of the DAC New Advisor Award. There will be mariachi, plenty of delicious food stations, cocktails, and great company. It’s a great way to open the conference. The dress code is business casual and the event is open to all attendees, partners, and paid guests. 
  • MOVIE NIGHT DAC STYLE (9:00-11:00 PM) Pull up a lawn chair, grab some popcorn and a drink under the stars with ocean breezes and a great movie. It’s time to watch The Grizzlies. If you haven’t seen this tremendously inspirational and highly-acclaimed Canadian movie, this is your opportunity to watch it on the beach. Get ready to meet the real-life protagonist on which this outstanding and gripping story is based, Russ Sheppard, who will also present to you on Day 3 of DAC. Sponsored by Knowledge Bureau

DAY 1 Monday, November 11 – We would like to sincerely thank our outstanding sponsors and their special guests:

7:45 – 8:00 a.m.

KRISTIN RAMLAL

PFP, CIM, FCSI Securities Specialist

WELCOME and opening remarks with your Master of Ceremonies

 

8:00 – 8:45 a.m.

EVELYN JACKS

MFA, DFA-TSS, President, Knowledge Bureau

RESILIENCE: The Secrets to Creating Wealth in Times of Change

8:45 – 9:35 a.m.

DUANE GREEN

President and CEO,

Franklin Templeton Canada

BIG CHANGES ARE COMING: What Does It Mean for the Advisor of the Future?

9:35 – 10:20 a.m.

TONY MAHABIR MBA, CMC, RRC, CIM, CFP, CEO Canfin Financial Group of Companies

STRATEGIC ALLIANCES: How to Build a Cross Border Network

11:00 – 11:45 a.m.

DAN COLLISON

President Advice2Advisors

MODERN PROSPECTING THEORY: It Starts with Confidence and Ends with Tax!

 

11:45 – 12:30 p.m

HUSSEIN HALLAK

CEO

Next Decentrum

RESHAPING YOUR WORLD: Blockchain, Cryptocurrency and Cybersecurity

The After-Ed Events : After a great breakfast, mimosa breaks, and plenty of learning, be sure to join us for these fun networking events around the pool:

  • THE SPLASH. . . A Poolside Meet and Greet with Partners and Speakers (3:30-4:30 PM) – Join us poolside for this informal gathering. Spark up a conversation and get to know more about other DAC attendees and partners.
  • DINE AROUND PUERTO VALLARTA (5:30-10:00 PM) Attend this optional attendee-pay dinner event and savour the beautiful, warm Puerto Vallarta sunset watching over the ocean vistas. There will be cocktails followed by dinner overlooking the twinkling lights of the city. Join your colleagues for a fantastic dinner at one of Puerto Vallarta’s top restaurants at Grand Miramar. (hotlink)

DAY 2 Tuesday, November 12 A Super Big Thanks to our Speaker – Sponsors

7:45 – 8:00 a.m.

DEAN COCKELL

MFA, CIFP, EPC,

Portfolio Strategies

HIGHLIGHTS OF MONDAY’S SESSIONS with your Master of Ceremonies

8:00 – 8:45 a.m.

MICHAEL NUSCHKE

CFP

Director

Focus on Mexico

MOVING TO MEXICO: Know the Essential Money Matters

8:45 – 9:30 a.m.

DR. DEAN SMITH

Ph.D., CFP, TEP, CPA, CA President Cadesky Tax

GLOBAL TAX COMPETITIVENESS: The Compliance Issues You Need to Know

9:30 – 10:15 a.m.

KRISTIN RAMLAL

PFP, CIM, FCSI Securities Specialist

STOCK INCENTIVE AND BENEFIT PLANS: How They Fit in a Real Wealth Management Plan

10:45 – 11:30 a.m.

JEAN-PIERRE LAPORTE

CEO

Integris Pension Management

MARK TAUCAR

Portfolio Manager

Accilent Capital Management Inc.

CREATING INCOME WITH NEW PERSONAL PENSION PLANS

11:30 – 12 :30 p.m.

LYSA FITZGERALD

AVP

Manulife Bank

PATRICK GILL

RVP

Manulife Bank

DEBT + SAVINGS: Unleash the Secret to Cash Flow Efficiency for Your Clients

 

After-Ed. After the education – More unwinding and celebrating!

Join us for:

  • ATV/ZIPLINING TOURS (12:45-4:45 PM) Are you craving an adrenaline rush? Then look no further than the ATV and Ziplining Tours at Canopy River, an optional event you can participate in for an extra fee. Choose between 2 hours of exhilarating ziplining across the Sierra Madres mountains to the bottom of the canyon followed by a donkey ride back to home base. Or ATV across the longest swing bridge in México and carve through dirt trails and winding mountain roads, ending your ride with an exhilarating swim in the waterfalls.

 

  • GRADUATION CEREMONY AND RECEPTION FOR KNOWLEDGE BUREAU DESIGNATES hosted by Cadesky Tax (6:30-7:30 PM) – This by-invitation-only reception honours the achievements of the graduates of the RWM™, MFA™ & MFA-P™, and DFA-Tax and Bookkeeping Specialist Designations™. Both grads and undergrads of these prestigious programs are invited to come and applaud their peers as they receive their due recognition, share stories, and hear what’s coming up for them at Knowledge Bureau. A special graduation portrait and interviews with the designates will highlight this glitzy event. Be prepared to drink champagne !

 

  • OLÉ – DAC TROPICAL FIESTA DINNER AND AFTER PARTY (7:30-10:30 PM) – It’s time for some fun –add some tacky to your glitz, Fiesta Style! Pull out your most memorable beach party outfit – trendy or tacky, it’s your choice! Then add a little glitz to it and you are ready to party! Laugh your way through a hilarious evening of pi ñata bashing, margarita making, and taco tasting under the stars. It’s going to be a memorable evening, with lots of great food, conversation, and maybe even a conga line or two, so bring your dancing shoes! There will be prizes for the best outfits and other surprises, too. You’ll love our DAC - Mexican Variety Show as well.

DAY 3 – Wednesday, November 13, a Bi Shout-Out to our Speaker - Sponsors:

7:45 – 8:00 a.m.

ALLAN JACKS

Sr VP

Knowledge Bureau

HIGHLIGHTS OF TUESDAY’S SESSIONS with Your Master of Ceremonies

8:00 – 8:45 a.m.

DAN KELLY President

CFIB

POWERFUL COMPETITORS: The Rise of Small Business in the New Gig Economy

8:45 – 9:30 a.m.

JOANNE SIGURDSON

Executive Coach & Business Consultant

JENIFER BARTMAN Founder & Principal

Jenifer Bartman Business Advisory Services

LEADERSHIP REQUIRED: Defusing the Family Business Time Bomb

9:30 – 10:15 a.m.

TERRI WILLIAMS

CFP ®

FINANCIAL CAPACITY: Working with Clients Who May Not Have It

10:45 – 11:30 a.m.

KIM GC MOODY

FCA, TEP,

Moodys Gartner Tax Law LLP

STRATEGIC PHILANTHROPY: Are you Missing an Important Role?

11:30 – 12:15 p.m.

RUSS SHEPPARD

J.D., Rockies Law Corp

THE GRIZZLIES: Building Momentum for Powerful Change

12:15 – 12:30 p.m.

CLOSING Remarks with Evelyn Jacks

 

After-Ed and Pre-Journey to the Cold . Learn how to incorporate a little bit of Mexican flare into your life upon return to Canada with:

  • MEXICAN COOKING CLASS (1:00-4:30 PM) – Attend this optional paid event to encounter the authentic aromas, spices, life, culture, folklore and history of beloved México and the magnificent flavours of our authentic home cuisine.

Once again, thank you to our sponsors! Learn more and register for the optional events online , and learn more about the events included in your tuition fees by visiting the detailed agenda . If you aren’t already registered for DAC , do so now so you don’t miss out on these great opportunities!

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