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When it comes to enhancing and updating your skills, there is never a downside to a refresher. That’s what Diane Elliott, who is four courses into her Distinguished Financial Advisor (DFA) – Tax Services Specialist, strongly believes.
The 2015 Distinguished Advisor Conference agenda is coming together nicely. Come think strategically with hundreds of top advisors from across Canada who strive to embrace the challenge of building on client relationships from afar.
The number of family businesses in Canada is growing! Yet, there are real issues around succession, business valuation and the financing of heirs that advisors and their clients need to be discussing now.