DAC Acuity 2023: Meet Our Bronze Sponsors and Media Partners

Don’t miss the opportunity to mingle with members of our DAC 2023 bronze partner organizations in Banff this November 12-14. We’re pleased to welcome back Fraser and Partners, Manulife Bank, The Institute, and Investment Executive and Advisors’ Edge as our exclusive media sponsor for our 20^th anniversary extravaganza! Final registration deadline for tuition savings: October 30.

Check out the DAC Acuity interactive agenda and register here: https://learn.knowledgebureau.com/courses/dac-2023-imagine

Fraser & Partners

For the past 30+ years, we’ve been on a mission to inject the “life” into financial planning. We work collaboratively with clients, guiding an integrated process that allows them to discover their own financial life planning solutions from a completely objective perspective. To remain client-centered, we’ve evolved from a national financial services franchise in 1987; to joining a flat fee mutual fund dealer in 2004; to our current financial life planning model offering separate securities services through Aligned Capital Partners. We’ve made bold changes to realign with a changing industry and accommodate the needs of our clients. There are more changes to come, and we’re excited about the future!

One of our core values as a firm is continuous learning. Through the Knowledge Bureau, team members have earned designations including Real Wealth Manager and DFA-Tax Service Specialist. The Distinguished Advisor Conference (DAC) not only provides quality educational content but also connects us with other like-minded professionals.

Manulife Bank

We look forward to sharing Manulife Bank’s secret sauce with advisors looking to develop meaningful client relationships. We look forward to sharing strategies that help Canadians feel financially secure so they can focus on what brings them joy.

The Institute

The Institute for Advanced Financial Education (The Institute), provides a platform of standards and advanced knowledge through designation programs and accreditation services. With over 5,000 CLU, CHS, CH.F.C., and PFA designates in good standing across Canada, The Institute is the leading designation body in Canada for financial services practitioners in the specialty areas of Advanced Estate, Wealth Transfer, and Living Benefits.

Knowledge Bureau is also pleased to welcome back Advisors Edge and Investment Executive as our exclusive Media Sponsor!

Advisor’s Edge magazine provides practice management ideas and strategies to IIROC and MFDA advisors who want to put their clients first. The magazine and website, Advisor.ca, offer practical action items and tools to take into client meetings. Readers walk away with ideas and strategies to implement over years for continuous improvement. AE primarily covers practice management, tax and investments.

Launched in 1989, Investment Executive is Canada’s newspaper of record for financial advisors, planners and executives. Investment Executive focuses on professionals who sell and provide advice around financial products and helps them determine what they need to know to do a better job for their clients. IE primarily covers financial news and analysis, regulatory developments and industry trends, both online and in print.