Meet this Year’s Advisor of the Future – Stefanie Keller, CFP, RWM™, FDFS™

At the Acuity Conference for Distinguished Advisors in Montreal November 10-12, an award will be given to The Advisor of the Future. This is an individual who epitomizes the adoption of a new model to best serve the needs of multi-generation families through their commitment to educational achievement and high standards of conduct. We are so pleased to announce that this year’s Advisor of the Future Award Winner is Stefanie Keller, CFP, RWM™, FDFS™ and CEO of Stellar Wealth and Tax Solutions.

We invite you to watch this video interview with Stefanie, who shares how making an impact in the day-to-day work with clients and finding connection with them is central to the important work she does at Stellar Wealth and Tax Solutions every day.  She also shares the role a Knowledge Bureau education has played in helping her reach her professional goals.

We appreciate you sharing your story with us Stefanie, and congratulations!

Check out all of this year’s honourees below:

DAC ACUITY 2024 AWARD WINNERS – CONGRATULATIONS

FAVORITE INSTRUCTOR AWARD WINNER

Instructor with the most positive evaluations!

PRIZE: Knowledge Bureau Scholarship: DAC 2025

WINNER: Carol Willes, …

MARQUIS CLIENT AWARD

The firm that has been most committed to educational excellence within their industry by enrolling in the most courses within Knowledge Bureau education programs.

PRIZE: Knowledge Bureau Scholarship: DAC 2025

WINNER: One Wealth Management, Chris Valentine, …

INDUSTRY CHANGE MAKERS AWARD

the firm that has changed their operating model in the most impactful way to scale their multi-disciplinary practice.

PRIZE: Knowledge Bureau Scholarship: DAC 2025

WINNER: TaxLink Canada, Joanne Thomas, …

MOVERS AND SHAKERS AWARD: RWM FIRM OF THE FUTURE

The firm that has most sustainably adopted the RWM™ program in their practice model

PRIZE: Knowledge Bureau Scholarship: DAC 2025

WINNER: Derek Nicoll, …

ADVISOR OF THE FUTURE AWARD WINNER

The individual who epitomizes the adoption of a new model to best serve the needs of multi-generation families through their commitment to  educational achievement and high standards of conduct.

PRIZE: Knowledge Bureau Scholarship: DAC 2025

WINNER: Stellar Professional Corp., Stefanie Keller, …

LIFETIME ACHIEVEMENT

The individual who has throughout their career been most influential in advancing their knowledge, skills, contacts and experience for high impact.

PRIZE: Knowledge Bureau Scholarship: DAC 2025

WINNER: Barbara Wigle, …

DISTINGUISHED GRADUATES

CELEBERATE OUR GRADUATES

PRIZE:  A FULL SCHOLARSHIP TO ONE 2025 CE SUMMIT EVENT

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.