Acuity 2024: Special Post-Conference Report

With a score of 2.8 out of three stars, the 2024 Acuity Conference for Distinguished Advisors officially wrapped up in Montreal this week and was met with rave reviews from our attendees! 100% of attendees said they would recommend this conference to others.  Thought leaders, newsmakers and news breakers from across Canada moved the needle in the direction of system change as delegates explored the theme, Safe Havens:  Securing Financial Freedom and Wealth Potential.  Says Evelyn Jacks, President of Knowledge Bureau, “The prevailing consensus pointed to the need to remove obstacles, including regulatory overreach, and to do so with the power of multi-disciplinary collaboration and connection.”   

Note: statistics are based on completed and submitted session and event evaluations by attendees.

The thought leaders present at the conference took advisors on a journey of discovery. 

Check out the Acuity 2024 Wrap up video to get a feel for the conference experience, and pictures of this year’s event!

NEXT YEAR:  JOIN US IN PUERTO VALLARTA NOVEMBER 23-23. Register now!

Why Attend? Our Delegates Say it Best!

“The conference program, the speakers, the meals and evening events, together with the level of professionalism exhibited by all organizers and staff just gets better every year! The whole event exceeded my expectations and objectives. There is a wealth of relevant information, not to mention networking opportunities, that encompass all financial advisory fields and topics. And it is also a lot of fun!” – Maureen Carse, Tax Services Specialist™

“Thought-provoking content and an opportunity to discuss possibilities for adapting and growing in an ever-changing world. I am interested in industry trends and innovation and want to continue to support the development of real wealth managers. This conference provided lots of discussion about possibilities and the RWM mindset.” – Jan Fraser, RWM™

“It was a great couple days of learning and mingling with people in the industry.  The Birks hotel the St James Club and the Rialto theater were simply perfect for the conference, and Montreal is a special city. It is a great learning experience and I am always interested in talking to other people in our business.” – Chris Valentine, MFA™, DMA-Tax Services Specialist™, RWM™

“Relevant topics. very useful. Reminder of some things we know and also exposure to new issues and challenges and navigating our changing environment.” - Janice Brown

“Very knowledgeable presenters and designates. The Acuity Conference for Distinguished Advisors is It ‘is a wholistic meeting of top advisors that helps.” – Sheree James

“If you want to stay current this conference is ideal. Covers several topics. Also great for networking.” – Jennifer Profitt, Bookkeeping Services Specialist™

“Excellent.  Most of the speakers provided a lot of value.  The networking opportunities amongst the attendees and organizers was excellent! Established connections with a couple of key industry players that could help me improve my advisory practice.” – Thomas Moore

“Always learn something and networking important. Thoroughly enjoyed this conference. Lots of things to think about before the start of tax time” – Susan Anderson, Tax Services Specialist™

“It's a great event for meeting like-minded people, building a network  of professionals to collaborate with and create lasting relationships.  The presentations always deliver nuggets of information that can be implemented within my practice that benefits me and my clients.” – Kareen Rekowski, MFA™, DFA-Tax Services Specialist™, RWM™, FDFS™

“Always, always take something relevant away from each speaker. Knowledge that can always be used, shared, learned, leveraged.  Approachable attendees and speakers.” – Clark Taylor

“Great educational and networking resource. Main networking tool for me annually.” – Phil Primeau, DMA™- Tax Services Specialist

“DAC offers a great exchange of ideas from a neutral source!” – Michelle Crouse

“Great Conference! I was able to expand knowledge and get new concepts from experts.” – Alex Ortiz

A huge Thank You To Our 2024 Partners in Education! Learn more about each of the organizations that partnered with us for Acuity 2024 on our Sponsor page and browse their thought leadership sessions in the detailed agenda.