New Advisor Award: Nominations Accepted Until September 15

Nominate someone you know for the DAC New Advisor Award today! 

This prestigious recognition goes to an outstanding advisor of any age, who is established in a collaborative wealth management practice in the tax, accounting, bookkeeping or financial services.   The winner receives a scholarship to the Distinguished Advisor Conference, October 16 – 18 in Niagara Falls, three complimentary nights at the conference hotel, national coverage of their achievements and an opportunity speak to and network with some of the most influential thought leaders in the financial services today.  Nominations will be accepted until September 15.

Previous winners include:

Frank Ryan, Brandon Silbermann, Keeley Simpson, Lindsay Sawyer-Fay and Darren Ryan, Jon Earle, Joseph Alfie, Kristin Ramlal, Steven Furtado and Lewis Kent who is this year’s Master of Ceremonies at DAC Acuity.

One of 2016’s award recipients, Lindsay Sawyer Fay, says, “Receiving the Distinguished Young Advisor Award was a tremendous honour and validation of my decision to devote myself to client-focused, needs-based planning. The credibility and comfort it conveys to new families as we engage with them in the planning process is invaluable. I’m able to prominently display in our office that I’ve been recognized by such a widely respected organization, The Knowledge Bureau, and the standards it sets for our industry and profession.”

Darren Ryan, an insurance and financial services professional in St. John’s, NL, shares his thoughts about attending the Distinguished Advisor Conference: “I attend two or three conferences every year, and made the excellent decision to include DAC. It was by far the most well-run conference I have attended to date. The broad range of advanced financial topics and high-profile speakers kept me engaged, while the camaraderie I established with other like-minded advisors has ensured that my first DAC conference will definitely not be my last.”

ABOUT THE DAC NEW ADVISOR AWARD: A new advisor – 5 years or less in the industry - will demonstrate outstanding achievements in the following areas:

1. KNOWLEDGE AND SKILLS: outstanding service satisfaction in managing family wealth
2. REFERRABILITY: demonstrated excellence in exceeding expectations in providing services
3. INDUSTRY COLLABORATION: a commitment to an inter-advisory approach to services
4. PROFESSIONAL DEVELOPMENT: excellence in breadth of professional development activities
5. COMMUNITY LEADERSHIP: participation in leadership at work and/or in the community
6. BUSINESS LEADERSHIP: demonstrated skills in working with a team to grow the practice
7. INNOVATION: “out of the box” thinking in practice management and client base development
8. BUSINESS GROWTH AND RETENTION: demonstrated business growth and retention rates

This award is open to new entrants in the tax, accounting and financial services industry, regardless of age. Advisors who have been in the industry for 5 or fewer years may apply, by completing the online application before September 15, 2022.

For more information about the speakers on the program, their topics and the venue, please call 1-866-953-4769 or visit the DAC website.

Knowledge Bureau™ is a widely respected, financial education institute and publisher which has welcomed thousands of students from the various financial services to its online and in-class programs.

Our mission is to provide world class financial education to those seeking continuing education and professional development in business and finance.  Proficiency in personal, corporate, trust, business, strategic giving and estate planning are amongst the specialized certificate courses available. 

Founded in 2003 by tax expert, award-winning financial educator and best-selling author, Evelyn Jacks, our world-class education solutions also address workplace training needs for small businesses and large enterprises.  Knowledge Bureau is recognized by the Employment and Social Development Canada.  Tuition fees are tax deductible if over $100. 

Professionals may also choose Knowledge Bureau to attain ongoing CE/CPD Credits and advance professional careers by demonstrating new skills leading to the MFA™ (Master Financial Advisor) Designations, the MFA-P™ Philanthropy Designation, the Distinguished Financial Advisor™ Designations and the RWM™ (Real Wealth Manager) Designation.

For more information see www.knowledgebureau.com or call 1-866-953-4769.