Re-Discovery: Find Out How to Move Your Clients from Fragility to Stability

Four doctors, eight senior executives, 2 best-selling authors and several top wealth advisors:  The thought leadership is outstanding at Virtual DAC 2021, October 17-19. Program Director Evelyn Jacks is highly enthused: “It’s never a small feat, but this year we are thrilled to offer the richest program ever to help advisors help their clients rediscover their financial stride.” Check out the details and register at early bird rates by June 30.

• Why We Need to Do More: The Notion of Ethos with Special Guest Dr. Paul Bates
• Practice Management: The Greatest Recovery on Earth with Evelyn Jacks, President, Knowledge Bureau
• Investment Planning: What if Conventional Wisdom is Wrong? Featuring Dr. Jack Mintz
• Estate Planning: Intergenerational Wealth Planning with Trusts with Christine Van Cauwenberghe
• Cross-Border Tax Planning…Global Families: Beware the Multi-Million Dollar Tax Traps with Dr. Dean Smith
• Digital Disruption: Social Media Strategies for Leaders with Darrell Keezer
• Starting Points: Lessons Learned and How to Build on Them with Joe Glionna, President, Newcom Media
• Technology and Transformation: Digital Finance and Its Implications with Som Seif, CEO Purpose Investments
• Privacy, Security and the Small Business Owner with Kiran Thakkar, Ast. VP & Sr Business Compliance Officer, Canada Life
• Ask the Panel: Ethical Dilemmas with host Chris Logan, Head of Marketing Americas Franklin Templeton, and panelists:  Robyn Thomson, President, Castlemark Wealth and Doris Woodman McMillan, Numbers Unlimited
• Rebuilding Financial Health with Lori Lee, Regional Directory Key Accounts, Manulife Bank
• Managing Mental Health: Taking Care of Our Human Resources with Dr. Brian Shaw, Sports Psychologist to the Toronto Blue Jays
• Wealth Planning: Are Wealth Taxes on the Horizon? Featuring Kim Moody, CEO, Moody’s Tax Law
• Dare to Dream Big: Why the Future is Bright for Advisors in a New Economy with Jordy Chilcott, Executive VP, Wealth Strategies, Wellington Altus

At Virtual DAC 2021 everything is included! Stellar education, up to 30 CE credits, all the libations to make this your best conference ever… and more! Experience world class thought leadership and network with a national audience of tax, accounting, bookkeeping and financial professionals October 17-19.

Be sure to enrol by June 30 to take advantage of early-bird tuition fees!

For more details about the speakers and their sessions, visit the interactive, detailed agenda page and stay tuned for more information and speaker videos as they become available!