Please Help Us Thank Our DAC 2017 Sponsors

Last week, the 14th Distinguished Advisor Conference (DAC) took place in beautiful Kelowna. Please help us thank and acknowledge the incredible sponsors that helped bring this event to fruition, and the many Knowledge Bureau graduates who have offered their ongoing support - check out all the incredible speakers, networking and fun in the photo gallery!

A huge thank you to all of the DAC 2017 sponsors:

• Title Sponsor Manulife
• Franklin Templeton Investments
• ivari
• AGF
• Harbourfront Wealth Management
• TFSA Maximizer
• Investment Executive
• Portfolio Strategies
• Home Trust
• Thomson Reuters
• IDFA

These organizations play a significant role in the financial services industry, and with their ongoing innovation and dedication to personal educational development at the highest standards with Knowledge Bureau.  They have brought their talented leaders to provide thoughtful presentations and supported our delegates with both time and money.  Bravo and thank you!

However, we would also like to take this opportunity to thank some of our graduates, including one that’s associated with a sponsor organization who also and holds a  Knowledge Bureau designation.

“My MFA^TM [Master Financial Advisor] designation, through the courses and updates, ensures that I am up to date with the constant change in our industry. The DAC conference and regular newsletters also ensure that I have the most current information and advice for my clients and the advisors in my branch.”
—Dean Cockell, Portfolio Strategies. MFA.

“In an ever-changing financial environment, our distinct knowledge in taxes as Distinguished Financial Advisors puts us in a special place among the crowd. It gives us credibility, but more importantly it deepens our belief in the value that we represent to our clients in financial planning.”
—Sophie T.K. Tse, DFA

“I work with many small business owners, in various stages of the business life cycle. The understanding I have gained of insurance planning, charitable gifting and other strategies has helped me to advise my clients with greater knowledge. The self-paced environment [of the MFA designation] really works for me.”
—Maureen Liviniuk, MFA

If you missed this year’s DAC, join us next year in beautiful, historic Quebec City! Or, our CE Summits travelling to four Canadian cities between November 21-28 offer additional educational opportunities.

©2017 Knowledge Bureau Inc. All Rights Reserved.

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