Knowledge Bureau Faculty

Kudos for Knowledge Bureau Faculty

Praise for Evelyn Jacks

It's been a joy working with you all at The Knowledge Bureau ! The depth of your knowledge and accessibility to so many high quality professional presenters, is wonderful. Besides which, I think Evelyn is just great! Thanks for everything!

David Walker, President, Walker Planning

Praise for Merge Gupta-Sunderji, MBA, CGA, CSP

As a key contact in arranging to have Merge come to our community, I found that she was dependable, well-organized, and professional. She has been to our area twice, and we would not hesitate to have her back again.

Timiskaming Heart Health Coordinator, Kirkland Lake ON

Praise for Merge Gupta-Sunderji, MBA, CGA, CSP

Our employees attending found Merge to be enthusiastic, articulate, and her manner of teaching was easily understood. She had the attention of everybody in the room almost immediately.

General Manager, Peavey Industries Canada

Praise for Merge Gupta-Sunderji, MBA, CGA, CSP

The feedback from Merge's sessions is always outstanding. She is a dynamic speaker who is in tune with her audience. She uses humor appropriately, and is very successful at creating situations for participants to be interactive during the full day sessions. We always have a Waiting List for her class.

Senior Training Consultant, Fisher-Price Inc.

Praise for Merge Gupta-Sunderji, MBA, CGA, CSP

Merge is a meeting planner’s dream come true! I would have no hesitation in recommending her as a keynote speaker or workshop facilitator for your next conference, convention, or tradeshow. She doesn’t just deliver packaging, the content is always rich. Her platform skills and subject knowledge will ensure that you get rave reviews from your attendees.

Vice President, Promotional Products Association of Canada

Praise for Merge Gupta-Sunderji, MBA, CGA, CSP

Merge was inspirational and engaging. All the participants I spoke to had nothing but glowing comments. One participant even wistfully mentioned that she wished she could do the day all over again.

Vice President, IAAP (Int'l Assoc. of Administrative Professionals), Durham Chapter

Praise for Merge Gupta-Sunderji, MBA, CGA, CSP

Merge's presentation was indeed very well received by our staff, and the information she shared made, and continues to make, a difference ...

Human Resources Manager, Elementary Teachers' Federation of Ontario

Praise for Evelyn Jacks

Evelyn’s delivery to her audiences has always been concise and professional and she thoroughly covers the topic areas that are addressed to her. She also excels in responding to listeners who have called in to ask questions during open-line shows. She is clear, articulate and demonstrates that she knows her business inside and out. I would certainly recommend Evelyn as an excellent choice to speak at any event where her knowledge and expertise is required.

Doug Blair, Publicist, McGraw-Hill Ryerson

Praise for Paul Bates, CMA

“Paul is a stimulating thought-provoking speaker who draws on a wide variety of source material and weaves it all together into a coherent strand carrying his own unique stamp. He is articulate‚ incisive and never self-righteous in his message.”

Praise for Evelyn Jacks

Fantastic!

Debbie Liddle
Ancaster, Ontario

Praise for John Poyser

“When we arrange professional training sessions for our financial planners, we have two goals: to increase expertise and to create enthusiasm. When we arrange education events for clients, we have two goals: to increase understanding and to make it entertaining. John has conducted education sessions and guest speaking engagements for our firm and uncategorically attained all of those goals for us. He has a clear and often unique way to making technical points readily comprehensible. . .an exceedingly engaging speaker.“

Shaun Humphries,
Assante Financial Management Ltd.

Praise for Jim Gray

"I’ve had the privilege of participating in several of Jim’s sessions. Each time I learn more about speaking like a leader."

Scott Rogers
Associate Director – Scientific Operations
Novartis Ophthalmics

Praise for Gordon Pape

“Gordon Pape has helped many Canadians achieve financial success by mixing investing savvy with good ol' common sense. I've enjoyed his books immensely!“

David Chilton,
author of The Wealthy Barber

Praise for Gordon Pape

“Gordon Pape's insights for building a fulfilled life and financial independence can help you create wealth or save your way to a million dollars. It's better than just hoping to win or inherit it.“

Sandra Foster,
author of You Can't Take It With You and Who's Minding Your Money

Praise for John Poyser

John Poyser's presentation exceeded my expectations. He delivered the topic of estate planning in a very engaging manner that was easy to understand with lots of actionable ideas.

Sharon Carty,
AVP Training & Development, Mackenzie Financial

Praise for John Poyser

“John is a striking speaker. He makes the audience laugh, focuses them on key points, and engages the audience's interest in discussing what would otherwise be dull areas (tax aspects of estate planning). His content is thoughtfully organized and is both original and accurate. The client feedback has been exceedingly favorable.“

Michael Craig,
Berkshire Group

Praise for Daryl Diamond

We are happy to report that the CAIFA 2002 National Conference was a remarkable success. Your efforts were an invaluable and intregal part of that program. You made a critical contribution to the program’s content. We would like to thank you personally for the time and energy you invested in making CAIFA 2002 a world-class event.

CAIFA

Praise for Daryl Diamond

Best presentation I have ever been to
The ABSOLUTE BEST technical presentation I have ever been to...and I have seen a lot!
Best presentation I have been to for content and entertainment. I paid attention from start to finish and this is a rarity
Wonderful, creative and attention grabbing

CAIFA Attendees

Praise for Evelyn Jacks

Excellent as always. We consider this of great benefit to our staff.

B. Mitchell
Calgary, AB.

Praise for Daryl Diamond

“Your contribution to the CAIFA Ontario School was absolutely outstanding both in the break out sessions and especially for your two platform presentation. . .not only very interesting and informative, but extremely inspirational as well. Attendees have once again rated you amongst our top three speakers this year with requests to have you back again. Your gifted talents as a speaker combined with your outgoing and approachable nature certainly make you one of our most popular speakers.”

Kevin J. MacDonald,
Chairman, Ontario School

Praise for Jim Gray

"As a leader, I greatly value Jim’s communications counsel."

Hugh Verrier
Chairman
White & Case LLP

Praise for David Christianson, BA, R.F.P., CFP, TEP

We truly appreciate your presence at our meeting! We always enjoy your presentations and learn from them. Thank you once again for being such a strong contributor to our meeting!!!! It is a pleaseure to work with you.

Shelley MacLise, SDM, Investments
Credential Financial Ltd.

Praise for Andrew Brash

Andrew Brash, I deeply respect your decision to help a fallen climber rather than push for the peak. And if, as so many other people are saying, your actions epitomize Canadian ethics, bless you and bless Canada for instilling such good, human ethics in its citizens. One more reason for many of us in the U.S. to feel a great deal of respect for Canada and Canadians. Canadians SHOULD be proud of Andrew Brash!

Chris Herb
Durango, Colorado

Praise for Evelyn Jacks

“Evelyn Jacks is one of the few people I know who can make sense of our quirky tax system. But her real strength is that she enables the rest of us to understand it too.”

Gordon Pape,
Editor and Publisher, Internet Wealth Builder.

Praise for Jim Gray

"Jim provides excellent communications advice — insightful, strategic and productive."

Sean Finn
Executive Vice-President, Corporate Services and Chief Legal Officer
CN

Praise for David Christianson, BA, R.F.P., CFP, TEP

What a pleasure it was to have you participate in our annual conference. You were very well received; your light comedic style and the ease in which you speak make your presentations informative, yet enjoyable. Our group gained much insight and knowledge from your presentation on ethics. In particular it spurred the association on to tackle and improve our own code of ethics and standards of business practices this coming year—a great feat for us.

Brenda Molnar, Executive Co-ordinator
Federation of Canadian Independent Deposit Brokers

Praise for Jim Gray

"Jim has consistently proven his ability to prepare leaders to deal effectively with the most challenging media situations."

Christopher Holz
Former Communications Director
Office of the Ontario Minister of Energy

Praise for Douglas V. Nelson, B.Comm, CFP, CLU, MFA

Doug reached our advisors by getting across new, important information about the workings of a family business with a lot of astute insight - so they could grasp it, remember it, and use it. He truly offered practical ideas that work to deliver profitable bottom-line results. Doug's seven successful groundbreaking strategies, combined with real-life examples, provided the practical steps needed to establish and nurture enduring relationships with families and their businesses.

It was simply an excellent and well-thought out exposition of the professional family dynamic.

David Hawkins
Fund Trade

Praise for John Poyser

“Too many financial advisors focus on the message, but the delivery of the messenger is so much more important. If you can get people to loosen up a little, you'll be dealing with a much more receptive audience. . .Poyser's approach helps break the ice with clients and help them overcome their reluctance to talk to spouses or families about estate planning.”

Investment Executive article June 2002
Geoff Kirbyson

Praise for Jim Gray

“We have had the pleasure of working with Jim Gray as a Keynote speaker and in partnership with The Knowledge Bureau, within the BMO Nesbitt Burns Wealth Advisory 201 program. Jim’s presentation on ‘How Leaders Speak’ truly resonates with the audience and drives home the poignant points of effective communication and the power of a good presentation. Jim delivered as he taught! Thank you, Jim.”

Lori Campbell
Head of Wealth Advisory Consulting
Wealth Group, BMO Nesbitt Burns

Praise for Evelyn Jacks

Thank you once again for being a guest on Holder Overnight. It's always a pleasure to have you on the air, especially around tax time, to help our listeners through the maze of preparing their taxes. I would also like to thank you for supplying to us copies of two of your books Tax Savings For The Long Run and The 30-Minute Tax Solution so that we could give them out as prizes on the show. I'm sure they will be most appreciated by the winners. Continued successes with all you do and thank you once again for all your time and trouble.

Peter Anthony, Host
Holder Overnight, CJAD 800 AM Radio, Montreal

Praise for John Poyser

“John’s presentations are not only educational, but entertaining. The high value client evening proved to be one of our most successful events. The comments from the audience were all positive and included praise for taking a complicated subject and making it fun and understandable. We would recommend John to other firms.“

Esther Bast,
Investors Group

Praise for Evelyn Jacks

Excellent delivery with great “real” examples.

Bryce Yorke
Kingston, Ontario

Praise for Evelyn Jacks

The Knowledge Bureau and Evelyn Jacks always provide us with the tools to assist in having a successful tax season.

Crystal Volpe
London, Ontario

Praise for John Poyser

“John is an exceptional communicator. He combines his vast technical knowledge with home-spun humour, effective analogies and illustrations to make his points. He breaks traditional rules by involving the participants in the event, thus holding their attention and increasing comprehension and retention of material. I have recommended John as a speaker to a number of professional associations and show producers, all of whom have been thrilled with the outcome.“

David B. Christianson,
Macdonald, Shymko & Co. Ltd.

Praise for Evelyn Jacks

We have used Evelyn Jacks as a presenter on a number of different occasions in the past here at Mackenzie Financial. Her knowledge of available different tax strategies is comprehensive. She is able to deliver either a one hour key note or a full day workshop event and keep the audience interested. I can always count on the Knowledge Bureau to provide speakers who are not only experts in their respective fields but who can deliver their subject matter in a lively and entertaining way.

Sharon Carty, AVP Training & Development,
Mackenzie Financial

Praise for Evelyn Jacks

Love listening to Evelyn talk taxes! Love the passion in her teaching and the charisma she extend to a topic that can be quite dry.

Szilvia Jones
Meaford, Ontario

Praise for Evelyn Jacks

Vibrant, excellent speaker who knows her subject.

S. Carreiro
Montreal, Quebec

Praise for John Poyser

“Great speaker! Great presentation! Very knowledgeable and funny! I enjoyed the humourous approach to a serious topic. Exceptionally well done!!”

Attendees’ comments at the Canadian Association of Pre-retirement Planners
National Conference

Praise for Evelyn Jacks

Excellent voice projection, great attention to detail and control of time and audience in a firm but comical manner.

J. Landriault
Peterborough, Ontario

Praise for Daryl Diamond

“Informative and moving presentation. It comes across that in addition to offering a thorough and complete retirement planning service, you also care a great deal for your clients.”

Cathy Barber,
President, CAIFA Victoria

Praise for Jim Gray

"Jim contributes a great deal of value to our organization."

Philip Vincelli
Principal
Parisella, Vincelli Associates Consulting Group Inc.

Praise for Douglas V. Nelson, B.Comm, CFP, CLU, MFA

“The presenter was excellent. Very good comments received for the planners around his knowledge and enthusiasm. All planners found the “Three Circles” very powerful and several have already used with their business clients.”

RBC Investments Financial Planner

Praise for Paul Bates, CMA

“Interesting perspective“

Recent Workshop Attendees

Praise for Paul Bates, CMA

“Good job tying business and technology together“

Recent Workshop Attendees

Praise for Paul Bates, CMA

“Very insightful“

Recent Workshop Attendees

Praise for Daryl Diamond

“Daryl Diamond: Excellent!“

Recent Workshop Attendees

Praise for Paul Bates, CMA

“Polished, entertaining, and valuable content“

Recent Workshop Attendees

Praise for Evelyn Jacks

Very informative. Lots of tips and procedures to help me with clients in preparing their tax and retirement needs.

Joey LeBlanc
Rocky Mtn. House, Alberta

Praise for Evelyn Jacks

Fabulous and knowledgeable speaker

Melissa Hewitt
Sarnia Ontario

Praise for Jim Gray

"With his emphasis on speaking like a leader, Jim has helped our people significantly improve their presentation skills."

Vanessa Judelman
Senior Manager, Learning and Development
Ontario Teachers’ Pension Plan

Praise for Jim Gray

"Jim’s sessions are focused, practical – and invaluable."

Peter Kahnert
Senior Vice President,
Corporate Communications
Raymond James Ltd.

Praise for Andrew Brash

I am a Canadian teaching in Singapore. I proudly related this story to the Australian teachers on staff. One was moved to tears. She feels Andrew Brash will be made a hero in Australia for this act of altruism. Well done Mr. Brash

Grant Walker
Singpore, Sinapore
(Quotes from CBC News, May 2006)

Praise for David Christianson, BA, R.F.P., CFP, TEP

Your presentation at the Free Press’s Smart Money Fair was at the same time entertaining and extremely informative. Use of music and humour go a long way when the subject matter is sensitive. You have a wonderful stage presence and kept the audience interested from the beginning to the end. The attendee feedback forms indicate those in attendance felt the same way.

Marnie Strath, Manager
Special Projects, The Free Press

Praise for Evelyn Jacks

Thank you for taking the time out of your busy schedule to address our group at the recent Equinox Spring Summit. Your keynote address was very interesting and informative and enjoyed by the attendees. I am pleased to advise that you personally received an average rating of 4.5 out of 5 in the five cities attended. Overall, the Spring Summit meetings received great ratings by the attendees and you certainly contributed to this success. Great job!

Caron Czorny
Sr. VP Sales and Marketing, Equinox Financial Group

Praise for Evelyn Jacks

Just excellent and very informative.

S. Merten
St. Catharines, Ontario

Praise for Evelyn Jacks

Great! Will definitely come again.

Amanda Jobin
Sudbury, Ontario

Praise for Evelyn Jacks

“Ms Jacks draws on her expertise in a way that makes the argument for self-employment in this tax-oppressed country almost compelling“

Jonathan Chevreau
The National Post

Praise for Evelyn Jacks

“The day you opened your small business is the day you stepped up to the plate to play ball with Canada Customs and Revenue Agency. In characteristic friendly style, Canada's foremost tax author lays out the rules of the game so that you and your family can minimize stress and maximize deductions. Prepare to be surprised and rewarded.“

Michael Kane
The Vancouver Sun

Praise for Evelyn Jacks

Evelyn is very organized, uses lots of stories which is helpful to understand the material.

Mahad Mohamed
Toronto, Ontario

Praise for Evelyn Jacks

“To turn taxes into treasure, tax author and national treasure Evelyn Jacks has penned Tax secrets for Tough times. This is an essential guide for those faced with making critical decisions in times of personal crisis, but also for anyone who recognizes you can make and save money by learning more about tax planning.“

Michael Kane
Vancouver Sun

Praise for Evelyn Jacks

Top Notch! See you next year!

Mike Solnes
Vancouver, BC.

Praise for Daryl Diamond

“Participant feedback indicated you are an exceptional speaker and the content of the presentation was excellent, relevant and helpful. The information was presented in a meaningful and manageable way with relevant and useful philosophy and tools. Thank you once again for attending our conference and I would recommend your talents and enthusiasm as a speaker to any financial organization looking to educate & motivate their staff.”

John Fries
Vice-President, Sales, Credential Group

Praise for Evelyn Jacks

“Lots of great ideas, insights.

Neel Roberts
Vulcan, Alberta

Praise for Evelyn Jacks

Quiet, confident manner and high knowledge level—very professional!

Mary Snyder
Waterloo, Ontario

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