DAC: Apply by May 31 and Help Us Celebrate Top Young Advisors

The Distinguished Advisor Conference (DAC) has established its reputation over the past 14 years as the most comprehensive and strategic educational conference available to tax and financial advisors.

We also love to celebrate innovative thought leaders – especially up-and-comers!  Please help us identify them: do not miss the opportunity to apply to—or nominate a friend for—these two prestigious awards::

1. DAC Young Advisors Award: Sponsored by Manulife. 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: Sponsored by Franklin Templeton. 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 Scholarship Award before July 31, 2017. To apply complete the form at this link.

We are forming our outstanding agenda now.  Please come back often to find out which experts and visionaries from all sides of the financial services industry 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. DAC 2017 presents an unparalleled line-up of speakers who will share their insights, including:

• Blake Goldring, CEO & Chairman, AGF Management Ltd., speaking on leadership in this era of change
• Paul Bates, Senior Member, Capital Markets, who will be speaking about the importance of building equity in your relationships
• Kim Moody, Director, Canadian Tax Advisory, Moodys Gartner Tax Law LLP, who will be speaking about the new Robo challenge facing the industry

Click here to see the current version of the agenda and information on the keynote speakers.

DAC will be held at the beautiful Grand Okanagan Resort in Kelowna, BC, in the heart of the Rocky Mountains. It is also your opportunity to earn 15 CE/CPD credits from Knowledge Bureau, IIROC and Insurance Councils.

We would also like to thank our sponsors who help us to educate and influence Canada’s elite tax and financial advisors to serve multiple generations in a family.

• Title Sponsor: MANULIFE
• Diamond Sponsor: FRANKLIN TEMPLETON INVESTMENTS
• Silver Sponsors: ivari, AGF
• Mimosa Sponsor: HOME TRUST
• Media Sponsor: INVESTMENT EXECUTIVE

Call us today at 1.866.953.4769, save on tuition fees and reserve your spot as seating is limited.

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