Last updated: April 26 2017

DAC 2017: Don’t Miss Canada’s Pre-Eminent Educational Event for Top Wealth Advisors

The Distinguished Advisor Conference has established its reputation over the past 14 years as the most comprehensive and strategic educational conference available to tax and financial advisors. Experts and visionaries from all sides of the financial services industry will help you refresh your vision and mission, and execute on the strategic and technical skills required to serve your clients in this time of significant change.

This is what our attendees say: "All around best conference for education and improvement. It will truly accelerate all elements of your business." - K. Hemmett, MB

As an advisor in the industry do not miss an opportunity to enter — or nominate a friend — to these two prestigious awards:

  1. DAC Young Advisors Award: The Distinguished Young Advisors Award is open to young advisors actively engaged in the financial services who have a minimum of five years’ experience in the industry and are under the age of 40. A completed application form, CV and written synopsis of their achievements under eight key criteria may be submitted to Distinguished Young Advisors Award before May 31, 2017. Click here to download the application form.
  2. 2017 DAC Client Innovation Scholarship Award. This award recognizes outstanding achievement for those who have excelled in INNOVATIVE client services and is open to practicing advisors of all ages who have been actively engaged in the financial services industry for at least five years. A completed application form, CV and written synopsis of their achievements may be submitted to Distinguished Advisor Conference (DAC) Client Innovation Scholarship Award before July 31, 2017. To apply complete the form at this link.

Please visit our website often as we are building and updating the agenda with outstanding networking opportunities that will introduce you to new peers and potential business colleagues from across Canada! Click here to see the current version of the agenda and information on keynote speakers.

DAC will be held at the beautiful Grand Okanagan Resort in Kelowna, B.C., in the heart of the Rocky Mountains. It is also your opportunity to earn 15 CE/CPD credits from Knowledge Bureau, IIROC and Insurance Councils.

Last year close to 200 delegates had an outstanding time in San Diego, California. Please click here to find out what topics and keynote speakers you missed last year. Please visit also our last year DAC photo gallery and sample the great atmosphere delegates enjoyed in San Diego during DAC.

We would also like to thank our sponsors who help us to educate and influence Canada's elite tax and financial advisors who serve multiple generations in a family.

Title Sponsor – MANULIFE

Diamond Sponsor – FRANKLIN TEMPELTON INVESTMENTS

Silver Sponsors – ivari,  AGF

Mimosa Sponsor – HOME TRUST

Media Sponsor: INVESTMENT EXECUTIVE

Call us today at 1.866.953.4769, save on tuition fees and reserve your spot as seating is limited.

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