DAC Acuity 2023: 20th Anniversary Award Winners Announced

The 2024 DAC Acuity Conference wrapped up in Banff today where thought leaders from coast-to-coast gathered to discuss the theme Imagine:  Break Free to Embrace Transformative Change.  In celebration of Knowledge Bureau’s 20^th anniversary, the national financial educational institute handed out a series of awards to individuals, academics and firms in the tax accounting and financial services to recognize excellence in holistic tax and wealth management practices.  A new designation, the Fellows of Distinguished Financial Services (FDFS™) was also awarded to close to 100 deserving individuals.

These organizations and individuals epitomized a lifelong commitment to sharing education, stewardship and advocacy for their clients’ financial futures and were honored at a gala event athe Banff Springs Hotel in front of a sold-out delegate audience.  Next year’s event will be held in Montreal November 10 to 12. 

20^th ANNIVERSARY AWARD WINNERS – CONGRATULATIONS!!

FDFS AWARDS

In recognition of your distinguished service as an influential thought leader, you have demonstrated a commitment to the noble cause of engaging in high standards of professional excellence to shape the future of your industry.

Leah	Anderson
Rick	Atkinson
Jenifer	Bartman
Deborah	Belden*
Corey	Bickerton*
Teresa	Black Hughes*
Senator Patricia	Bovey*
Doug	Buss*
Tim	Cestnick*
Judith	Chambers*
Dave	Christianson
Dean	Cockell*
Diane	Colton
Marie	DeLauretis*
Tony	Demarin
Tina	DiVito
Mandeep Singh	Duggal*
Jan	Dymond
Marcia	Elaschuk*
Nicola	Elkins
Diane	Elliott*
Christina	Fazio*
Barry	Ferguson*
Lysa	Fitzgerald
Lori	Fogle
Larry	Frostiak*
Steven	Furtado*
Alan	Gordon*
Dr. Michael	Graham
Duane	Green
Walter	Harder*
Dennis	Hettinger*
Margaret	Hodgson*
Karen	Hudson
Marco	Iampieri
Dr. Robert	Ironside*
Allan	Jacks*
Evelyn	Jacks*
Thomas	Junkin*
Stefanie	Keller*
Mick	Kelly*
Lewis	Kent
Sara	La Gamba
Jean-Pierre	Laporte
Cathy	Lees
Christine	Logan*
Tony	Mahabir*
Rudy	Mezzetta
Dr. Jack	Mintz*
Kim G C	Moody*
Gord	Murray
Paul	Nazareth
Doug	Nelson*
Massimo	Nini*
Brad	Offman
Gordon	Pape
Jackie	Porter*
Richard	Pyper*
Kristin	Ramlal*
Kareen	Rekowski*
Jose	Riquelme*
Alan	Rowell*

20^TH ANNIVERSARY MARQUIS CLIENT AWARD - Student with the most courses completed who is not an Instructor.

PRIZE:  Knowledge Bureau Scholarship: $500 on any program

WINNER: Vongsa Phommarath, MFA™- Business Services Specialist, MFA™- Executive Business Growth Specialist, RWM™

MILLIONTH CERTIFICATE AWARD WINNER

Student who has earned the 1,000,000 certificate issued by Knowledge Bureau.

PRIZE: Knowledge Bureau Scholarship: CE Summits (value $790)

WINNER: Carolynn Thompson (50 modules completed)

FAVORITE INSTRUCTOR AWARD WINNER

Instructor with the most tenure with Knowledge Bureau and a student favorite!

PRIZE: Knowledge Bureau Scholarship: DAC 2024 (value $2,500)

WINNER: Walter Harder, DFA- Tax Services Specialist™,
DFA- Bookkeeping Services Specialist™, RWM™

THE NEW MOVERS AND SHAKERS AWARD

An organization in the tax, bookkeeping or financial services which has embraced the RWM™ (Real Wealth Management) philosophy with all of their advisors and who have demonstrated rapid growth.  This year we honor a firm with new growth in 4 provinces:  Alberta, British Columbia, Manitoba and Nova Scotia.

WINNER: u-One Wealth Management Corp. Ltd.

INDUSTRY CHANGE MAKERS AWARD

A Positive Disruptor for Change in the tax and financial services industry, this firm proactively advocates for change to steward sustainable wealth for their clients with an integrated approach to tax efficient investment, retirement and estate planning while driving change in the community at large through advocacy and education. This year we recognize the amalgamation of the Accounting Place and R N Croft Financial Services as a new change maker which is proactively embracing Real Wealth Management Practices.

WINNER:  R N CROFT FINANCIAL SERVICES

DISTINGUISHED MASTER ADVISOR AWARD

Celebrating Lifetime Achievements:  Most Designations Achieved!

WINNER: Patrick Page, DFA- Tax Services Specialist™,
MFA- Retirement and Succession Services Specialist™, RWM™, MFA™- Business Services Specialist

THE IMAGINE - ADVISOR OF THE FUTURE AWARD WINNER

Designate with the Highest Average Marks throughout all programs taken with Knowledge Bureau over the past 15 years who has demonstrated the ability to adapt to transformative change in her career as a Tax Services Specialist, by embracing a holistic Real Wealth Management approach to client services.  

WINNER: Allison Loureiro, DFA: Tax Services Specialist™, RWM™
(96.22%)

HONOR ROLL:  TOP DESIGNATION GRADUATES – 95% or more

PRIZE:  A FULL SCHOLARSHIP TO ONE 2024 CE SUMMIT EVENT

January 17 Advanced T1 Update (Virtual)

January 24 Advanced T1 Update (Toronto)

January 26 Advanced T1 Update (Calgary)

May 22 Budget, Retirement and Estate Planning Update (Virtual)

September 18 Audit Defence for Tax and Financial Advisors (Virtual)

DISTINGUISHED GRADUATES 2023

Present with us at the DAC in Banff Nov 12 - 14

PRIZE:  A FULL SCHOLARSHIP TO ONE 2024 CE SUMMIT EVENT

January 17 Advanced T1 Update (Virtual)

January 24 Advanced T1 Update (Toronto)

January 26 Advanced T1 Update (Calgary)

May 22 Budget, Retirement and Estate Planning Update (Virtual)

September 18 Audit Defence for Tax and Financial Advisors (Virtual)

Join us next year for the 2024 Conference for Distinguished Advisors in Montreal!

 Stay tuned for more coverage of the event in Knowledge Bureau Report.