Last updated: September 13 2016

Introducing DAC 2016 Sponsors

This year, the Distinguished Advisor Conference is for and about the Top Guns - the leaders of tomorrow in the tax and financial services - and we are pleased to introduce our Top Gun Sponsors who make three days of thought-provoking speakers and topics possible. RSVP by September 30.

Please click on this link and then on each sponsor’s logo to learn more about their substantive value propositions, and use the same link to check out the DAC agenda and to register by September 30.

TITLE SPONSOR	Manulife is a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. We operate as John Hancock in the U.S. and as Manulife in other parts of the world. We provide strong, reliable, trustworthy and forward-thinking solutions for our customers’ significant financial decisions. Our international network of employees, agents and distribution partners offers financial protection and wealth management products and services to millions of clients. We also provide asset management services to institutional customers. Assets under management by Manulife and its subsidiaries were approximately C$934 billion (US$718 billion) as at June 30, 2016.
DIAMOND SPONSOR	Franklin Templeton is a global leader in asset management serving clients in over 150 countries. We run our business with the same prudence we apply to asset management, staying focused on delivering relevant investment solutions, strong long-term results and reliable, personal service. This approach, focused on putting clients first, has helped us to become one of the most trusted names in asset management.
SILVER SPONSOR	Welcome to ivari. For over 80 years we have been providing Canadian families with quality, affordable protection options and the knowledge they need to make informed decisions about their protection needs. In 2015 alone we paid $346 million in claims to over 3,000 beneficiaries – that was 99.7% of claims received! Our financial strength along with the ratings of our parent company, Wilton Re, are strong and stable. Our rating with A.M. Best has been upgraded to A (Excellent) while Standard & Poor’s rating remains consistent at BBB+ (positive outlook). All of our invested assets are investment grade, with average quality being A+. Wilton Re maintains a rating of A+ from Fitch with an outlook of Stable, and A+ from A.M. Best with an outlook of Positive.
SILVER SPONSOR	The Accounting Place is unique. We cut through all the information and deal with what matters most to small to medium-size businesses and individual Canadian taxpayers—that is,how much money you can keep in your pocket. Services include: Wealth Management, Accounting, Corporate Tax, Personal Tax and Audit Defence - CRA.
SILVER SPONSOR	Alitis is a new generation Portfolio Manager, using a pension-style approach in our portfolios. Our key difference is that we include meaningful allocations of Alternative Investments to our portfolios, similar to the world’s leading pension and endowment funds.
SILVER SPONSOR	Bishop Communications Inc. is The BIG Idea Company. Our team of coaches help people invent new disruptive BIG Ideas. Over the past 30 years, more than 5,000 entrepreneurs, companies, and organizations from around the world have completed The BIG Idea Adventure, a step-by-step coaching process that helps you create BIG Ideas and bring them to the marketplace. The company is located in Toronto.
MIMOSA SPONSOR	Home Trust Company is one of Canada’s leading trust companies. Home Trust is a federally regulated trust company carrying on business across Canada. Originally incorporated in Ontario in 1977 as Home Savings and Loan Corporation, the Company was continued under the Trust and Loan Companies Act (Canada) on March 9, 2000. Home Trust is a wholly owned subsidiary of Home Capital Group Inc., a publicly held company that trades on the TSX under the symbol HCG. Home Trust is also a member of the Canada Deposit Insurance Corporation and Visa Canada.
MEDIA SPONSOR	Investment Executive and Finance et Investissement (its Francophone sister publication) are Canada’s news source for financial advisors. IE & FI offer insightful, hard-hitting news and analysis for financial professionals — stockbrokers, financial planners, insurance representatives, personal bankers and mutual fund salespeople. These print and digital publications reach more than 250,000 Canadian financial professionals.
MFA/DFA SPECIALIST LUNCHEON SPONSOR	Founded in 1994, Portfolio Strategies Corporation is an investment firm that specializes in providing support to ethical, independent financial advisors who are dedicated to giving their clients the very best in professional, customized, non-biased financial and lifestyle advice. With Mutual Funds, Exempt Market and Insurance products, Portfolio Strategies offers a wide array of investment strategies to help clients and their advisors manage risk while providing advisors with the tools, training and resources that are required to stay competitive and help clients to achieve their financial goals. Since its founding, the firm has grown into one of the largest independent investment firms in Canada, with over $2.7 billion in assets under administration and more than 290 advisors servicing clients in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario and Quebec.
PROGRAM DIRECTOR	Knowledge Bureau™ is Canada’s leading national educational institute for continuing professional development in the tax and financial services, focused on providing the cutting-edge knowledge, skills and credentials required by advisors to help clients make tax-efficient financial decisions.


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Introducing DAC 2016 Sponsors

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