The Top 5 Reasons to Attend the Distinguished Advisor Conference

What are the top five reasons why busy people make time to attend conferences, just when they think they can least afford the time? You might be surprised by some of the reasons that people give us for attending the Distinguished Advisor Conference (DAC).

The Distinguished Advisor Conference (DAC) has established its reputation over the past 14 years as the most comprehensive and strategic educational conference available to tax and financial advisors. Do these benefits resonate with you?

Top Five Reasons for Attending the DAC Conferences:

Experts and visionaries from all sides of the financial services industry will help you refresh your vision and mission, and execute on the strategic and technical skills required to serve your clients in this time of significant change. DAC 2017 presents an unparalleled line-up of speakers who will share their insights, including:

• Blake Goldring, CEO & Chairman, AGF Management Ltd.
• Philip Petursson, Chief Investment Strategist, Manulife Investments
• Paul Bates, Senior Member, Capital Markets
• Kim Moody, Director, Canadian Tax Advisory, Moodys Gartner Tax Law LLP

In addition to the excellent speakers, here are some other compelling reasons why you should attend:

As an advisor in the industry, you have the opportunity to apply for—or nominate a friend for—these two prestigious awards:

1. DAC Young Advisors Award: The Distinguished Young Advisors Award is open to young advisors actively engaged in the financial services who have a minimum of five years’ experience in the industry and are under the age of 40. A completed application form, CV and written synopsis of their achievements under eight key criteria may be submitted to Distinguished Young Advisors Award before May 31, 2017. Click here to download the application form.

2. 2017 DAC Client Innovation Scholarship Award. This award recognizes outstanding achievement for those who have excelled in INNOVATIVE client services and is open to practicing advisors of all ages who have been actively engaged in the financial services industry for at least five years. A completed application form, CV and written synopsis of their achievements may be submitted to Distinguished Advisor Conference (DAC) Client Innovation Scholarship Award before July 31, 2017. To apply, complete the form at this link.

Delegates from our previous DACs have not only always taken advantage of all the learning opportunities, they have also taken advantage of all the fun! This year will be no exception. We’ll be visiting the Summerhill Pyramid Winery, taking a private hiking tour up Knox Mountain with a boxed picnic lunch, we’ll enjoy a private wine-and-food paired culinary class at Mission Hill Family Estate and we’ll even test our luck at the casino. For those who love sports, we’ll be having a curling funspiel and a sponge-ball street-hockey tourney (“Car!”). You can’t get more Canadian than that.

Of course, the DAC is excellent for all the networking opportunities. New attendees will enjoy the DAC First Timer’s Welcome Reception as well as the DAC Opening Reception. We’ll be celebrating the
Top Canadian Financial Professionals and mingling with this year’s recipients of the DAC Young Advisors Awards and Distinguished Advisor Awards. Also, the esteemed graduates of the Master Financial Advisor program will be recognized and will receive their pins during this event.

We’ll finish the DAC with a huge gala to celebrate Canada’s 150th anniversary. It will take place at an old apple packing plant, the Laurel Packing House. Conveniently located across the street from the Grand Okanagan Resort, it’s a unique location that highlights the area’s history. This year we will be holding a variety show, featuring entertainment and a sit-down dinner inspired by fresh local cuisine. Don’t miss this great evening of true Canadiana!

Be sure to visit our website often as we continue to build and update the agenda with outstanding networking opportunities that will introduce you to new peers and potential business colleagues from across Canada! Click here to see the current version of the agenda and information on keynote speakers.

DAC will be held at the beautiful Grand Okanagan Resort in Kelowna, BC, in the heart of the Rocky Mountains. It is also your opportunity to earn 15 CE/CPD credits from Knowledge Bureau, IIROC and Insurance Councils.

We would also like to thank our partners who help us to educate and influence Canada’s elite tax and financial advisors to serve multiple generations in a family.

Title Partner
Diamond Partner
Silver Partners
Mimosa Partner
Media Partner

Call us today at 1.866.953.4769, save on tuition fees and reserve your spot as seating is limited.

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