Last updated: October 10 2019
If the weather and flu season is already getting you down, remember it’s not too late to join us in sunny Puerto Vallarta for the Distinguished Advisor Conference. We’d like to take this special opportunity to thank our wonderful sponsors who have made it possible for the outstanding educational sessions and speakers to deliver cutting-edge insights at the event. Most importantly, the networking events are outstanding. Your next big business opportunities await you.
Here’s an overview:
On Sunday, November 10, we’ll kick things off and welcome you to México with the following:
DAY 1 Monday, November 11 – We would like to sincerely thank our outstanding sponsors and their special guests:
7:45 – 8:00 a.m. KRISTIN RAMLAL PFP, CIM, FCSI Securities Specialist |
WELCOME and opening remarks with your Master of Ceremonies
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8:00 – 8:45 a.m. EVELYN JACKS MFA, DFA-TSS, President, Knowledge Bureau |
RESILIENCE: The Secrets to Creating Wealth in Times of Change |
8:45 – 9:35 a.m. DUANE GREEN President and CEO, Franklin Templeton Canada |
BIG CHANGES ARE COMING: What Does It Mean for the Advisor of the Future? |
9:35 – 10:20 a.m. TONY MAHABIR MBA, CMC, RRC, CIM, CFP, CEO Canfin Financial Group of Companies |
STRATEGIC ALLIANCES: How to Build a Cross Border Network |
11:00 – 11:45 a.m. DAN COLLISON President Advice2Advisors |
MODERN PROSPECTING THEORY: It Starts with Confidence and Ends with Tax!
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11:45 – 12:30 p.m HUSSEIN HALLAK CEO Next Decentrum |
RESHAPING YOUR WORLD: Blockchain, Cryptocurrency and Cybersecurity |
The After-Ed Events : After a great breakfast, mimosa breaks, and plenty of learning, be sure to join us for these fun networking events around the pool:
DAY 2 Tuesday, November 12 A Super Big Thanks to our Speaker – Sponsors
7:45 – 8:00 a.m. DEAN COCKELL MFA, CIFP, EPC, Portfolio Strategies |
HIGHLIGHTS OF MONDAY’S SESSIONS with your Master of Ceremonies |
8:00 – 8:45 a.m. MICHAEL NUSCHKE CFP Director Focus on Mexico |
MOVING TO MEXICO: Know the Essential Money Matters |
8:45 – 9:30 a.m. DR. DEAN SMITH Ph.D., CFP, TEP, CPA, CA President Cadesky Tax |
GLOBAL TAX COMPETITIVENESS: The Compliance Issues You Need to Know |
9:30 – 10:15 a.m. KRISTIN RAMLAL PFP, CIM, FCSI Securities Specialist |
STOCK INCENTIVE AND BENEFIT PLANS: How They Fit in a Real Wealth Management Plan |
10:45 – 11:30 a.m. JEAN-PIERRE LAPORTE CEO Integris Pension Management MARK TAUCAR Portfolio Manager Accilent Capital Management Inc. |
CREATING INCOME WITH NEW PERSONAL PENSION PLANS |
11:30 – 12 :30 p.m. LYSA FITZGERALD AVP Manulife Bank PATRICK GILL RVP Manulife Bank |
DEBT + SAVINGS: Unleash the Secret to Cash Flow Efficiency for Your Clients |
After-Ed. After the education – More unwinding and celebrating!
Join us for:
DAY 3 – Wednesday, November 13, a Bi Shout-Out to our Speaker - Sponsors:
7:45 – 8:00 a.m. ALLAN JACKS Sr VP Knowledge Bureau |
HIGHLIGHTS OF TUESDAY’S SESSIONS with Your Master of Ceremonies |
8:00 – 8:45 a.m. DAN KELLY President CFIB |
POWERFUL COMPETITORS: The Rise of Small Business in the New Gig Economy |
8:45 – 9:30 a.m. JOANNE SIGURDSON Executive Coach & Business Consultant JENIFER BARTMAN Founder & Principal Jenifer Bartman Business Advisory Services |
LEADERSHIP REQUIRED: Defusing the Family Business Time Bomb |
9:30 – 10:15 a.m. TERRI WILLIAMS CFP ® |
FINANCIAL CAPACITY: Working with Clients Who May Not Have It |
10:45 – 11:30 a.m. KIM GC MOODY FCA, TEP, Moodys Gartner Tax Law LLP |
STRATEGIC PHILANTHROPY: Are you Missing an Important Role? |
11:30 – 12:15 p.m. RUSS SHEPPARD J.D., Rockies Law Corp |
THE GRIZZLIES: Building Momentum for Powerful Change |
12:15 – 12:30 p.m. |
CLOSING Remarks with Evelyn Jacks |
After-Ed and Pre-Journey to the Cold . Learn how to incorporate a little bit of Mexican flare into your life upon return to Canada with:
Once again, thank you to our sponsors! Learn more and register for the optional events online , and learn more about the events included in your tuition fees by visiting the detailed agenda . If you aren’t already registered for DAC , do so now so you don’t miss out on these great opportunities!
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