DAC Acuity 2023: 20th Anniversary Award Winners Announced

The 2024 DAC Acuity Conference wrapped up in Banff today where thought leaders from coast-to-coast gathered to discuss the theme Imagine:  Break Free to Embrace Transformative Change.  In celebration of Knowledge Bureau’s 20th anniversary, the national financial educational institute handed out a series of awards to individuals, academics and firms in the tax accounting and financial services to recognize excellence in holistic tax and wealth management practices.  A new designation, the Fellows of Distinguished Financial Services (FDFS™) was also awarded to close to 100 deserving individuals.

These organizations and individuals epitomized a lifelong commitment to sharing education, stewardship and advocacy for their clients’ financial futures and were honored at a gala event athe Banff Springs Hotel in front of a sold-out delegate audience.  Next year’s event will be held in Montreal November 10 to 12. 

20th ANNIVERSARY AWARD WINNERS – CONGRATULATIONS!!

FDFS AWARDS

In recognition of your distinguished service as an influential thought leader, you have demonstrated a commitment to the noble cause of engaging in high standards of professional excellence to shape the future of your industry.

 
Leah Anderson

Rick

Atkinson

Jenifer

Bartman

Deborah

Belden*

Corey

Bickerton*

Teresa

Black Hughes*

Senator Patricia

Bovey*

Doug

Buss*

Tim

Cestnick*

Judith

Chambers*

Dave

Christianson

Dean

Cockell*

Diane

Colton

Marie

DeLauretis*

Tony

Demarin

Tina

DiVito

Mandeep Singh

Duggal*

Jan

Dymond

Marcia

Elaschuk*

Nicola

Elkins

Diane

Elliott*

Christina

Fazio*

Barry

Ferguson*

Lysa

Fitzgerald

Lori

Fogle

Larry

Frostiak*

Steven

Furtado*

Alan

Gordon*

Dr. Michael

Graham

Duane

Green

Walter

Harder*

Dennis

Hettinger*

Margaret

Hodgson*

Karen

Hudson

Marco

Iampieri

Dr. Robert

Ironside*

Allan

Jacks*

Evelyn

Jacks*

Thomas

Junkin*

Stefanie

Keller*

Mick

Kelly*

Lewis

Kent

Sara

La Gamba

Jean-Pierre

Laporte

Cathy

Lees

Christine

Logan*

Tony

Mahabir*

Rudy

Mezzetta

Dr. Jack

Mintz*

Kim G C

Moody*

Gord

Murray

Paul

Nazareth

Doug

Nelson*

Massimo

Nini*

Brad

Offman

Gordon

Pape

Jackie

Porter*

Richard

Pyper*

Kristin

Ramlal*

Kareen

Rekowski*

Jose

Riquelme*

Alan

Rowell*

Jim

Ruta*

Frank

Ryan

Lindsay

Sawyer Fay

Henry

Shew*

Melissa

Shin

Scott

Showers

Keeley

Simpson*

Dr. Dean

Smith*

Jennifer

Snyder*

Daniel

Sonkodi

Mark

Taucar

Robyn

Thompson

Chris

Valentine

Christine

van Cauwenberghe*

Gerry

Vittoratos

Susan

Watkin

Barb

Wepruk

Carol

Willes*

Terri

Williams

Ian

Wood

Doris

Woodman McMillan

Helen

Xu

Connie

Zhu


20TH ANNIVERSARY MARQUIS CLIENT AWARD - Student with the most courses completed who is not an Instructor.

PRIZE:  Knowledge Bureau Scholarship: $500 on any program

WINNER: Vongsa Phommarath, MFA™- Business Services Specialist, MFA™- Executive Business Growth Specialist, RWM™


MILLIONTH CERTIFICATE AWARD WINNER

Student who has earned the 1,000,000 certificate issued by Knowledge Bureau.

PRIZE: Knowledge Bureau Scholarship: CE Summits (value $790)

WINNER: Carolynn Thompson (50 modules completed)


FAVORITE INSTRUCTOR AWARD WINNER

Instructor with the most tenure with Knowledge Bureau and a student favorite!

PRIZE: Knowledge Bureau Scholarship: DAC 2024 (value $2,500)

WINNER: Walter Harder, DFA- Tax Services Specialist™,
DFA- Bookkeeping Services Specialist™, RWM™


THE NEW MOVERS AND SHAKERS AWARD

An organization in the tax, bookkeeping or financial services which has embraced the RWM™ (Real Wealth Management) philosophy with all of their advisors and who have demonstrated rapid growth.  This year we honor a firm with new growth in 4 provinces:  Alberta, British Columbia, Manitoba and Nova Scotia.

WINNER: u-One Wealth Management Corp. Ltd.


INDUSTRY CHANGE MAKERS AWARD

A Positive Disruptor for Change in the tax and financial services industry, this firm proactively advocates for change to steward sustainable wealth for their clients with an integrated approach to tax efficient investment, retirement and estate planning while driving change in the community at large through advocacy and education. This year we recognize the amalgamation of the Accounting Place and R N Croft Financial Services as a new change maker which is proactively embracing Real Wealth Management Practices.

WINNER:  R N CROFT FINANCIAL SERVICES


DISTINGUISHED MASTER ADVISOR AWARD

Celebrating Lifetime Achievements:  Most Designations Achieved!

WINNER: Patrick Page, DFA- Tax Services Specialist™,
MFA- Retirement and Succession Services Specialist™, RWM™, MFA™- Business Services Specialist


THE IMAGINE - ADVISOR OF THE FUTURE AWARD WINNER

Designate with the Highest Average Marks throughout all programs taken with Knowledge Bureau over the past 15 years who has demonstrated the ability to adapt to transformative change in her career as a Tax Services Specialist, by embracing a holistic Real Wealth Management approach to client services.  

WINNER: Allison Loureiro, DFA: Tax Services Specialist™, RWM™
(96.22%)


HONOR ROLL:  TOP DESIGNATION GRADUATES – 95% or more

PRIZE:  A FULL SCHOLARSHIP TO ONE 2024 CE SUMMIT EVENT

January 17 Advanced T1 Update (Virtual)

January 24 Advanced T1 Update (Toronto)

January 26 Advanced T1 Update (Calgary)

May 22 Budget, Retirement and Estate Planning Update (Virtual)

September 18 Audit Defence for Tax and Financial Advisors (Virtual)

 

First Name

Last Name

Designations

Dale

Albright

MFA-Retirement Income Services Specialist

Sharon

Anderson

DFA-Tax Services Specialist

Gerry

Belec

MFA-Retirement Income Specialist

David

Blaeser

MFA-Retirement Income Services Specialist

Scott

Boassaly

RWM

Ching Yun Ivan

Chen

MFA-P: Philanthropy

Allison

Loureiro

DFA-Tax Services Specialist

Andree

Mclean

MFA-Retirement Income Services Specialist

John

Shields

MFA-Retirement Income Services Specialist

Heather

Strickey

MFA-P: Philanthropy

Kelly

Taylor

MFA-Small Business Management Program

Alexandra

Zilbert

MFA-P: Philanthropy

Kelly

Zinger

MFA-Retirement Income Services Specialist

 

DISTINGUISHED GRADUATES 2023

Present with us at the DAC in Banff Nov 12 - 14

PRIZE:  A FULL SCHOLARSHIP TO ONE 2024 CE SUMMIT EVENT

January 17 Advanced T1 Update (Virtual)

January 24 Advanced T1 Update (Toronto)

January 26 Advanced T1 Update (Calgary)

May 22 Budget, Retirement and Estate Planning Update (Virtual)

September 18 Audit Defence for Tax and Financial Advisors (Virtual)

 

First Name

Last Name

Designations

Johanne

Brelis

DFA- Tax Services Specialist

 

Mark

Bull

MFA-P: Philanthropy

 

Daniel

Correia

MFA-P: Philanthropy

 

Segbeayah (Felix)

Djogbessi

DFA- Tax Services Specialist,  MFA- Corporate Tax Services Specialist

 

Alvin

Fernandez

RWM

 

Anna

Fike

DFA- Accounting Services Specialist

 

Celia

Fortaleza

RWM

 

Jeet

Kumar

MFA- Business Services Specialist, RWM

 

Ashley

Mayr

DFA- Tax Services Specialist, RWM

 

Sean

McDermid

RWM

 

Melissa

Pasahol

RWM

 

Jonathan

Pedersen

DFA- Tax Services Specialist

 

Patrick

Yasay

RWM

 

 

Join us next year for the 2024 Conference for Distinguished Advisors in Montreal!

 Stay tuned for more coverage of the event in Knowledge Bureau Report.