The Distinguished Advisor Conference Young Advisors Award Winners Announced

Knowledge Bureau and Manulife are pleased to announce that Lindsay Sawyer Fay of E. Sawyer Financial in Winnipeg, Manitoba and Darren Ryan, a financial advisor with Ryco Financial in St. John’s, Newfoundland have been selected as the 2016 winners of The DAC Young Advisors Award.

Lindsay and Darren have each received a complimentary registration to the Distinguished Advisor Conference (DAC) , this year being held November 6-9 in San Diego, California as well as three complimentary nights at the conference hotel. They will participate on stage at the event, offering thought leadership on the future of their industry from their perspective, including: unique approaches to their client base; the obstacles they face and how industry education, mentorship and collaboration have helped them to become the “Top Guns of Tomorrow”.

“Congratulation to both Lindsay and Darren, two outstanding and truly deserving winners of the DAC Young Advisors Award,” said Evelyn Jacks, President, Knowledge Bureau and Program Director for DAC. “There were numerous outstanding candidates, however Lindsay and Darren demonstrated that they have the potential to soar higher in the financial services industry to achieve brilliant success in their futures. ”

“Advisors interested in thinking deeply and strategically about the key issues that will affect the growth and succession of their businesses will want to register now for the upcoming DAC conference to hear perspectives and insights from 18 outstanding industry leaders, including these two up-and-coming top performers,” said Jacks.    “Their presentations will inspire other, young advisor teams and will afford seasoned advisors opportunities to view their existing practices – and potential successors – in a different light.  The networking opportunity is also stellar. ”

“We would like to congratulate this year’s winners of the DAC Young Advisors Award,” said Barbara Foy-Pilchner, Vice President National Accounts, Manulife Investments.   “At Manulife we believe in the value of advice which is why we support organizations such as Knowledge Bureau and their Distinguished Advisor Conference.  DAC provides a forum for advisors to increase their knowledge base, deepen their understanding of industry best practices and provide Canadians with sound financial advice.  Through our sponsorship of the DAC Young Advisors Award, we aim to encourage the next generation of advisors to pursue excellence in their field.”

   

ABOUT THE DAC YOUNG ADVISORS AWARD

Outstanding young advisors 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
ABOUT LINDSAY SAWYER FAY
Lindsay Sawyer Fay is the owner of her family's Financial Planning firm, E. Sawyer Financial, where she is a financial planner and oversees the day to day operations.  She is an active volunteer and currently one of the Vice-Presidents of the Rady JCC, chair of the Rady Fitness Committee and board member of the St. James Scholarship Foundation. She is a past vice-chair of the Young Associates, past chair of the Winnipeg Commerce Club, former board member of the Jewish Federation, former JPEG chair (Winnipeg Young Adult Division), past JPEG Combined Jewish Appeal Cabinet member & former Winnipeg Jewish Theatre board member.  She is also a volunteer moderator on the IVF.ca website dedicated to helping men & women who are having difficulty in building their families.

 

ABOUT DARREN RYAN

Darren was born and raised in St. John's, NL and holds both a science degree and MBA from Memorial University. After completing his education, he joined the financial services industry and built a practice that focuses on risk management, tax-planning, and investments. Now, a CFP® professional, Darren’s specializes in working with professionals, namely physicians and self-employed business owners.  Darren is a member of Advocis and serves on the Newfoundland Chapter's board as the sponsorship chair. He has also been recognized as the top living benefits advisor in Atlantic Canada in 2015 with Manulife, and the top advisor in Atlantic Canada with Manulife Bank in 2015.

 

ABOUT MANULIFE INVESTMENTS

Manulife Investments, a division of Manulife, builds on 125 years of Manulife’s wealth and investment management expertise in managing assets for Canadian investors. Manulife Investments offers a variety of innovative solutions to fit any stage of life, including segregated fund contracts, mutual funds, annuities and guaranteed interest contracts.

ABOUT KNOWLEDGE BUREAU

Knowledge Bureau™ is Canada's leading national post-secondary educational institute for continuing professional development in the tax and financial services. It is focused on providing the knowledge, skills and confidence practitioners need to navigate the rapidly changing tax and economic environment their clients face in building sustainable wealth.  Its network of graduates in certificate courses, diploma and designation programs spans to thousands across Canada. For more information see https://www.knowledgebureau.com/index.php/about-us/.

For more information:  call 1-866-953-4769, email reception@knowledgebureau.com  or visit www.knowledgebureau.com/dac.

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