Last updated: April 26 2016

Dave Christianson Sets a High Bar as MC of DAC 2016

Over the past 12 years the Distinguished Advisor Conference (DAC) has set a high bar for leaders in the professional financial services by encouraging strategic thought in their provision of wealth management advice.

It’s a tall order to introduce and guide the brilliant minds on stage, and done masterfully by David Christianson, BA, R.F.P., CFP, TEP, CIM—back by popular demand as Master of Ceremonies at this year’s event in San Diego, Nov. 6 – 9.

“We are delighted to welcome David back as our MC of this important education conference,” says Evelyn Jacks, President of Knowledge Bureau and Founder of DAC. “Dave’s keen understanding of the wealth advisory industry, his experiential wisdom and his sharp wit have added grace, polish and humor, to the delight of the delegates.”

All of us at Knowledge Bureau and the attendees at DAC appreciate David’s special talents as MC, and the feeling is mutual; filling this role is an annual highlight for David as well, who had this to say about last year’s conference: “DAC 2015 was the best conference I have ever attended. The useful learning, the emotional connection made by the speakers, the high level of information and the relevance to my practice were all best ever. I can’t recommend it more highly!” A high bar indeed!

David, a recipient of Fellow of FPSCTM Distinction has been a practicing financial planner and life advisor since 1982, specializing in helping clients to identify and reach their financial and life goals, and then manage all of their financial affairs. His credentials are impressive:

  • He has built his services at Christianson Wealth Advisors on a long career as a fee-for-service planner, advisor and investment counsel.
  • In 2014, David was named as one of the Top 50 Financial Advisors in Canada by Wealth Professional magazine. He was named a Fellow of the FPSC 2013 by the Financial Planning Standards Council; and awarded Independent Financial Advisor Team of the Year, STEP Private Client Awards, Society of Trust and Estate Practitioners, London, UK, 2010 and 2011.
  • In 2012, the Knowledge Bureau published David’s unique book, Managing The Bull: A No-Nonsense Approach to Personal Finance. (Review here: http://bit.ly/14NJtzT)
  • Personal finance columnist in the Winnipeg Free Press since 1994.
  • David was lead author of both the Code of Professional Ethics and the Professional Standards of Practice for the Institute of Advanced Financial Planners.
  • Author of the certificate course, The Structure of the Client Centered Practice (2002, Knowledge Bureau).
  • MC of the Distinguished Advisor Conference, 2011-2016.

David has hosted a radio show and has been a featured guest on radio and TV countless times. He is also sought after for speaking engagements spanning a wide variety of professions and associations, including Advocis, I.A.F.P., STEP, YPO, consumer groups and fund dealers.

   

He is also a rock star of considerable note: he plays a mean bass guitar, and a high point in his career was playing on stage with the band The Commitments in Dublin, Ireland. In addition, Dave has been an annual competitor and occasional winner (as well as a founding board member) at Winn$tock, the Winnipeg financial services industry battle of the bands, which has raised almost $900,000 for worthy causes since 2004.

David and all of us at Knowledge Bureau look forward to welcoming you at DAC 2016, November 6-9 in beautiful San Diego. For more information and to register, click here.

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