Young Advisor Award: Honouring Our Change-Makers

Young advisors are the future of an industry that’s rapidly transforming, and Knowledge Bureau will be honoring an up-and-coming change-maker at November’s Distinguished Advisor Conference in Quebec City. Nominations for the Distinguished Young Advisor Award are being accepted until August 31, 2018.

One of last year’s recipients, Jonathan Earle, Financial Advisor at Bell Financial and Manulife Securities Incorporated, outlines the importance of recognizing the achievements of young advisors and the contribution that they make to the future of an industry that’s being influenced by great change. He says, “Change in the financial services industry continues to accelerate on all fronts – products, regulations and technology – with no signs of slowing. This is challenging, but for young advisors it also presents a tremendous opportunity for those with strong value propositions (that is, providing comprehensive, holistic advice) to stand out. The opportunity is amplified as many veteran advisors start planning their retirement.” 
 
Jonathan adds, “I was honored to win the DAC Distinguished Young Advisor Award because it celebrates eight metrics of success rather than simply sales production, and I believe this is truly reflective of what’s going to make up the next generation of valued advisors. Furthermore, the recognition was well received by clients, prospects and colleagues, which has benefited me greatly. Pretty exceptional conference too!”

One of 2016’s award recipients, Lindsay Sawyer Fay, says, “Receiving the Distinguished Young Advisor Award was a tremendous honour and validation of my decision to devote myself to client-focused, needs-based planning. The credibility and comfort it conveys to new families as we engage with them in the planning process is invaluable. I’m able to prominently display in our office that I’ve been recognized by such a widely respected organization, The Knowledge Bureau, and the standards it sets for our industry and profession.”

Knowledge Bureau is so proud of these young advisors, and the difference they’re making in transforming the future of the industry. Nominations for the 2018 award are still being accepted until August 31. Submit your applications now!

Also, be sure to register for DAC before September 15 to take advantage of early-bird rates. And don’t forget to check out the first annual Business Builder Retreat, a great experience that will help you further develop your leadership skills and network with other current and future change-makers! Agendas are available here.

At these events, you’ll join approximately 200 delegates from across Canada for a rich educational experience and an outstanding time networking with other like-minded advisors who’ll quickly become new friends and colleagues. Meet a great mix of people from the tax accounting profession, as well as investment, insurance and wealth planning specialists. This diversity in our audience guarantees lively collaboration and engaged learning by the multiple stakeholders who participate in stewarding family wealth.

Stay tuned to KBR next week when we’ll be featuring DAC speaker Helene Chatelain from Ivari, who will be speaking about an issue very relevant to younger advisors working with clients in their own peer group, in a session focused on “Insuring Younger Clients and Newcomers to Canada.” Be sure to follow our social media pages for additional speaker features for upcoming live events!

Read a few of our previous KBR speaker features here:

Caroline Ouellette: “Thought Leadership from on Olympian: Diversity and Inclusion in the Workplace”
Dean Smith: “Know Your Cross-Border Client: Avoiding Tax Consequences and Liabilities”
Dr. Michael Geist: “Cyber-Attacks Increase 80%: Dr. Michael Geist Addresses the Risk at DAC”
Dr. Jack Mintz: “DAC 2018: Dr. Jack Mintz to Address Canada’s Competitiveness”
Sophie Orru: “Thank You to Our DAC Partner: Franklin Templeton Investments”
Shoshana Green: “Canada’s Economic Future: Immigration is Essential for Growth”

Also, take advantage of the unique networking experiences, like the Walking Tour of Old Quebec. You won’t want to miss this exceptional chance to really appreciate the French culture and the origins of our Canadian history. The tour will include highlights of the old city including: the Citadelle Walls and Fortifications, the Parliament and Terrasse Dufferin, the Plaines d’Abraham and Panoramic Stairs, The Place-Royale and Petit-Champlain and a stop for coffee and French pastries. Register for this event, and other exclusive DAC experiences, online by visiting our new activity page.

Additional educational resources:

Tap into your leadership potential. Enroll in the MFA – Executive Business Growth Services Specialist Program.

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