One Canada’s Top 50 Financial Advisors Hosts Distinguished Advisor Conference (DAC)

FOR IMMEDIATE RELEASE –   Modern day advisors need to learn a more proactive approach to both educating and assisting their assist clients through new conversations that are multi-generational in nature.  Evelyn Jacks, President of Knowledge Bureau is delighted that one of Canada’s top 50 financial advisors – David Christianson -  will help steer the audience in the right direction with his experience and wit again this year.

Since 2011, David Christianson has charmed DAC delegates with his humor and tremendous insights into making successful transitions in the changing landscape of professional services. In 2014, David was named as one of the Top 50 Financial Advisors in Canada by Wealth Professional magazine.

David Christianson has been a practicing financial planner and life advisor since 1982, specializing in helping clients identify and reach their financial and life goals, and then helping them manage all of their financial affairs. David leads the Christianson Wealth Advisors , building on a long career as a fee-for-service planner, advisor and investment counsel. In 2012, Knowledge Bureau published David’s unique book, Managing The Bull: A No-Nonsense Approach to Personal Finance, and he has been the 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. 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.

ABOUT THE DISTINGUISHED ADVISOR CONFERENCE (DAC):


The Distinguished Advisor Conference provides an incomparable education experience with outstanding thought leaders in the tax and wealth advisory industries. Under this year’s theme, Multi Generation Planning: Growing New Wealth and Relationships in a Digital World, delegates will be challenged to soar higher, think bigger, and drive their future value proposition and results.   


There is still time to join us  November 8-11, 2015, in beautiful Puerto Vallarta. For full conference and agenda details, visit https://www.knowledgebureau.com/index.php/dac2015 or call 1-866-953-4769.

ABOUT KNOWLEDGE BUREAU:

Knowledge Bureau is a national post-secondary educational institute and publisher focused on excellence in financial education for advisors and their clients. Through online courses and live learning events taught by industry leaders, over 10,000 professionals have earned the certification, diplomas and professional designations they need to fill knowledge gaps, excel in their careers and position their professional practices for change and growth.