Canada 150: Financial Advice at the Crossroads of Change

Experts and visionaries from all sides of the financial services are now preparing their ground-breaking research for presentations at the Distinguished Advisor Conference, November 5-8 in beautiful Kelowna, British Columbia.

The 2017 Distinguished Advisor Conference is a must-attend! The DAC is Canada’s pre-eminent educational event for the top wealth advisors in the tax and financial services. Delegates and speakers focus on today’s key technical trends and business issues, addressing 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 that professional advisors do.

The prominent thought leaders at DAC reveal the strategic and practical applications that are required to steward family wealth. Experts and visionaries from all sides of the industry, including noted senior leaders and serious up-and-comers, will help you refresh your vision and execute on your mission.

Last year close to 200 delegates had an outstanding time in San Diego, California. DAC delegates join us from across Canada. One-quarter come from the tax accounting profession; the rest are investment, insurance and wealth planning specialists. This mix begets lively collaboration and engaged learning.

We invite you to join us in Kelowna at the stunning Grand Okanagan Resort. We are preparing amazing group activities for you - so you can forge important new business, educational and personal networks. Earn up to 15 CE/CPD credits. Join the Who’s Who in the industry. Come to experience education differently at a higher standard, in greater depth, with unique networking and socializing opportunities.

Please visit the web page  we have prepared especially for you to discover a list of fun and exciting Things to See and Do in Kelowna.

For more information, visit www.knowledgebureau.com or call toll free 1-866-953-4769 for personal assistance.

What attendees say:

“Very deep and thoughtful thinking about the future of the wealth management industry.” W. Simpson, Toronto, ON

“All around best conference for education and improvement. It will truly accelerate all elements of your business.” K. Hemmett, Winnipeg, MB

“Great networking, always learn something I can take back; made me re-think what I am doing.” D. Allard, Kelowna, BC

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