Register Now to Celebrate at the 2024 Acuity Conference in Montreal!

Are you ready to celebrate and network with the best thought leadership in the tax and financial services at the 2024 Acuity Conference for Distinguished Advisors? Don’t miss the final opportunity for early-bird savings and reserve your spot by September 15, your tuition includes the Wine and Cheese Meet & Greet (exclusively for KB Designates), the Opening Reception and Knowledge Bureau Awards Dinner on Sunday, November 10. Then on November 11, you’re invited to join us the beautiful Rialto Theatre for the Acuity Gala for Distinguished Advisors. Details below:

Check out the online agenda, and our illustrious speakers and sponsors – and be sure to register by the September 30 early-bird deadline to join us in Montreal for the 2024 Acuity Conference for Distinguished Advisors!

Sunday, November 10 at 6:00 pm.

Designated Specialist Wine & Cheese hosted by Dean Cockell

Designated Specialist Wine & Cheese Meet and Greet. Exclusively for KB Designates and FDFS™, hosted by Dean Cockell, Branch Manager, Portfolio Strategies.

About Dean Cockell - Portfolio Strategies

Dean Cockell is the Branch Manager for Portfolio Strategies in Winnipeg. Dean has become known over the years as, “The Man with a practical straight forward approach to financial planning.”He is known for this ability to conceptualize, execute and communicate innovative solutions to both individual and business financial institutions.

Dean Has attained his MFA (Master Financial Advisor) designation and has been awarded FDFS (Fellow of Distinguished Financial Services.) He is also a member of The Canadian Institute of Financial Planners.

Dean is considered an authority on individual financial and retirement planning. His experience and education have covered a broad spectrum of management skills encompassing visionary leadership; public media relations; training and development; corporate and strategic planning; marketing and sales management;

Opening Reception & KB Awards Dinner and Ceremony – 7:00pm

This year's honourees are invited to attend the dinner with our compliments and stay for the rest of the conference and graduate VIP rates. All 2024 Acuity Delegates are invited to come celebrate!

DMA™, RWM™ & MFA-P™ GRADUATE, DESIGNATE AWARDS

THE FDFS™ AWARDS

OPENING KEYNOTE: THE VISION FOR ECONOMIC STATESPERSONSHIP

Never before has Canada needed the influence of experienced leaders from the highest ranks of the tax accounting and financial services more than today.

Taxpayer rights to plan affairs within the framework of sound, fair, equitable and simple tax law have been significantly eroded with recent federal budgets that have passed with retroactivity. Canadians’ investment, retirement, succession and estate planning opportunities – and the health of the economy - have been eroded on an unprecedented level, all during fragile, post-pandemic, inflationary times. Debt and debt financing costs are swoon-worthy; so are new spending estimates. The new powers given to bureaucracies over taxpayers are concerning, as well.

Knowledge Bureau defines economic statespersonship as the diplomacy of skilled, wise, respected and experienced leaders to influence economic justice by bringing their best to others.

If you are not already motivated to influence tax and economic change for the betterment of all Canadians, take in Evelyn’s opening keynote. Together with fellow regenerative thinkers (see below for a pictorial of last year’s distinguished Fellows), you’ll be nudged to focus on a new direction: to amplify your talents in collaborative statespersonship and diplomacy and set the stage for change!

Closing Keynote with Tony Mahabir on Transcending Your Leadership Role.

Tony Mahabir

MBA, CMC, CIM, RRC, RWM, CFP, FDFS™, CEO, Private Wealth Manager, CANFIN WEALTH MANAGEMENT

TONY MAHABIR – is a Professor of Finance & Management Studies within the Faculty of Business at Humber Institute of Technology and Advanced Learning for The Bachelor of Commerce & Finance degree programs. He lectures on numerous courses: Managerial Accounting, Enterprise Resource Management, Business Communications, The FP Canada approved Advanced Certified Financial Planning course, Retirement Planning, Risk Management and Estate Planning programs.

Beyond the classroom, he is a Director of Canfin Private Wealth (a Portfolio Manager for High Net Worth & Affluent Clients) and CEO of Canfin Wealth Management an entity that delivers comprehensive and integrated wealth services on their WM360º Platform.

Tony believes that we all have a role to play beyond work, if we want a better profession. He does his part by serving as the Chair for The Canadian Institute of Financial Planning (CIFP) and by serving as president of CIFA, a Geneva based global voice for The Convention of International Financial Advisors which has general consultative status with the United Nations on economic and social development issues. This unique opportunity allows him to learn from professionals around the world while also promoting a Canadian perspective on the evolving financial planning profession in our country.

Tony became the recipient of FP Canada Fellow Distinction (2012), which formally recognizes individuals who have made a significant contribution to furthering FP Canada’s mandate to lead the advancement of professional financial planning in Canada.

CANFIN

Founded 28 years ago, CANFIN began providing comprehensive, integrated wealth management services to businesses and their employees, professionals, and individuals. Services include creating wealth, distributing wealth, managing, and preserving wealth. We ensure that success in each area integrates with systematic harmony. Coordinated with our team of professional analysts, asset managers, and tax specialists, our credentialed advisors develop custom-tailored solutions based on each client’s unique circumstance. Whether our advisors are portfolio managers, financial planners, or product specialists, we ensure that clients will always experience our full-service wealth solutions on our WM360º Platform. Please visit our website www.CANFIN.COM to learn more.

Monday, November 11

The Acuity Gala for Distinguished Advisors.

Gala Sponsor: HomeTrust

The Acuity Gala for Distinguished Advisors and their guests in the beautiful Rialto Theatre! Cocktails, Dinner, Entertainment and Dancing! Join in for a memorable evening celebrating the music & dance of the 20’s, 30’s, 40’s, 50’s, and 60’s! Featuring The Canadian Acrobatic Swing Dance Champions and the ACUITY DANCE WITH THE STARS COMPETITION!

6:30 Delegates arrive for Cocktails – with the music of the 20’s to set the tone!

Meet the Swinging Air Force from Studio 88 Swing - the many times Canadian, American and International Acrobatic Swing Dance Champions and choreographers to the French version of Dancing with the Stars (Les Dieux de la Danse)!

7:00 Dinner and Dinner Show - Dances of the 20s, 30s, 40s, 50s, 60s. The Orchestra takes you through the evolution of the music and dance from the 1920s "Charleston" to the 1960s "Rock n Roll". Dancers will perform various acrobatic swing dances throughout the show to selected songs with the band featuring various costumes through the decades.

8:30 – 8:45 Dessert & Coffee and Swing Dance Lesson/Demonstration. The dancers get into the crowd and show those interested how to dance – it’s not that hard! Get a flavor for the acrobatics and tricks our two volunteers have learned to do!

8:45 – 9:00 Dancing with the Stars Competition Judge our illustrious volunteer delegates, will do a short routine with one of the pro dancers.

9:00 – 10:30 Audience Participation, Music, Dancing - The Band and DJ continue playing music until end of event

DRESS: You choose your own Vintage Style: The 20’s, 30’s, 40’s, 50’s, or 60’s

Reserve your transportation to the Rialto Theatre here.