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Last updated: July 10 2024
Check It Out: 13 Great Sponsors at the 2024 Acuity Conference for Distinguished Advisors
Have you added your company’s logo to the list of esteemed partners at this year’s Acuity Conference for Distinguished Advisors? There is still time to promote your good work nationally and join this illustrious group. Get in by September 30!
Learn more on the Official 2024 Sponsor page – including how you can become a distinguished partner and put your brand in front of this highly-engaged audience in Montreal November 10-12 at the 2024 Acuity Conference for Distinguished Advisors. Then, join us in thanking this year’s sponsors!
Click below to see (and share!) the official sponsor profiles on the 2024 Acuity Conference for Distinguished Advisors Website. To learn more about these organizations, click “Learn More” in their profile! Register by September 30.
"I am thrilled to partner with the Knowledge Bureau at this event because of their outstanding reputation in providing top-notch educational resources and expertise in the financial and tax industry. Together, we can deliver valuable insights to empower attendees and make a positive impact on their financial knowledge and future success. " - Mandeep Duggal, President, Pro Tax Block
Platinum Sponsor | BCV Asset Management
Founded in 2007, BCV Asset Management Inc. (‘BCV’) is a portfolio management firm dedicated to building and protecting client wealth. We offer customized investment portfolios within Separately Managed Accounts.
Platinum Sponsor | New Outlook Wealth
Since its founding in 2020 by Michael van Lierop and a team of seasoned financial planners in Manitoba, New Outlook Wealth (NOW) has grown rapidly - making its first acquisition in 2022 in Winnipeg, and expanding into Saskatchewan. NOW is headquartered in Winnipeg, with regional offices in Brandon and Regina.
Gold Sponsor | Franklin Templeton
From large institutions to individual investors, each of our clients want the same thing; to achieve their financial goals. And for more than 75 years, we’ve helped them do exactly that. Everything we do at Franklin Templeton is focused on delivering our clients better outcomes. And that’s why millions of clients in more than 155+ countries have entrusted us with their investments, making us one of the world’s largest independent asset managers.
Gold Sponsor | Frostiak & Leslie
We specialize in working with owner-manager and family run enterprises in and throughout Manitoba, Alberta, British Columbia, Ontario and Nova Scotia. Through our association as the exclusive Winnipeg member of the Tax Specialist Group we have access to an extensive network of expertise across the country.
Gold Sponsor | Harbourfront Wealth Management
We power purpose-driven independent advisors to help Canadians achieve financial independence. Our mission is to demonstrate value and enrich Canadians’ trust in the essential relationship between advisor and investor.
Home Trust began in 1977 to help Canadians achieve their financial goals. We have grown to become a leading financial services institution in Canada, but that’s not what matters most to us. What matters is the mortgage broker who was able to help someone who wouldn’t otherwise qualify for a mortgage to purchase their first home. Or the business for self customer who was able to expand their operations. Or the newcomer to Canada with big dreams of building a new life. The stories of our customers — those who turn to us, who put their hopes in us, who rely on us every day to find a way forward — are our motivation to succeed.
Johnston Group provides employee benefit solutions to over 30,000 Canadian businesses, ranging from one employee to 10,000 or more. A simple mission guides us: to put people first so that, together, we can work and live in thriving communities. Supporting Canadian companies and their people is a responsibility and privilege that we take very seriously.
As a boutique, independent tax-specialist firm, we believe each client should receive truly excellent service and advice, which is why our partners work directly with you to ensure delivery of the highest standard. We provide specialized tax services for private businesses, owner-managers, multi-jurisdictional families and businesses, multi-national corporations, and high net worth individuals in Canada, the United States, and internationally.
At Canada Life, we’re focused on improving the financial, physical and mental well-being of Canadians. Our customers across Canada trust us to provide for their financial security needs and to deliver on the promises we make.
Bronze Sponsor – Dean Cockell (Portfolio Strategies)
Dean Cockell is the Branch Manager for Portfolio Strategies in Winnipeg. He holds his Certificate in Financial Planning (CIFP) and also holds his EPC Designation as a charter member of the Canadian Initiative for Elder Planning Studies.
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.
