Canada 150: Financial Advice at the Crossroads of Change

After the highly acclaimed DAC 2016 in San Diego, the location of the 14th Distinguished Advisor Conference (DAC) was announced. Following tradition, advisors will be visiting a retirement haven that their clients frequent; this time in beautiful Kelowna, B.C., November 5-8, 2017.

Registrants are urged to reserve their spots early and take advantage of early-bird tuition reductions until February 15, 2017. Pre-Christmas Bonus! Register by December 15 for one free night at the resort.

The theme of DAC 2017 is Canada 150: Financial Advice at the Crossroads of Change.  Plan on enjoying the wisdoms of some of Canada’s most prolific educators, financial leaders, writers and motivational speakers.  The DAC is Canada’s pre-eminent educational event for the top wealth advisors in tax and financial services. The reviews have been outstanding again this year:

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

“Great content, fabulous speakers.”   M. Crouse, Bridgewater, NS

“I like the focus on how our clients can gain if we do the right job and there is no reason we should not do the right job.”   M. Caldwell, Kingston, ON

Prominent thought leaders at DAC reveal the strategic and practical applications that are required to steward family wealth. Check out the interviews done with this year’s noted experts and visionaries from all sides of the industry, starting next week.

Be sure to visit the photo gallery as well. This year close to 200 delegates had an outstanding time in San Diego, California. Professionals from the areas of tax accounting, investment, insurance and wealth planning participated in almost 20 thought-provoking and informative sessions. This mix of specialists begets lively collaboration, engaged learning and great networking opportunities.

Make a great decision and come to DAC 2017. If you are a musician, consider joining the DAC Canada 150 bands.  Extreme sports meisters (especially curling fans) will love the networking activities we have planning! Mark your calendar today: Nov 5-8, 2017, at the beautiful Grand Okanagan Resort in Kelowna, B.C. Remember, take advantage of early-bird tuition savings until February 15, 2017.

Sponsor and speaker applications are now being accepted as well. Please review the sponsorship application form. What our sponsors: have said about DAC:

“Manulife is pleased to continue the legacy that Standard Life began as title sponsor of the Distinguished Advisor Conference since its inception. To move forward, one cannot stand still. The DAC conference provides a forum for advisors to learn, share, and evolve their businesses while experiencing relevant and timely content at the highest level of professionalism.” Barbara Foy-Pilchner, National Vice President, Key Accounts, Manulife Investments

"Great format, great locations, great content. . . and perhaps most importantly great people. Year after year the DAC conference continues to be one of the highlights on our calendar. Bravo!" Todd Hynes, Vice-President Sales, ivari

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