Jenifer Bartman

Specialty: Management, Venture Capital

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Business Valuation for Advisors

Fundamentals of Succession Planning

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MASTER Your Investment in the Family Business – How to Increase After-Tax Wealth

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The Family Business: How to Master Your Clients' Investment to Preserve All the Wealth

Paul Bates, CMA

Specialty: Sales Force Development

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Paul Bates on CHCH TV Feb 19, 2009

Paul Bates on CHCH TV Mar 19, 2009

Paul Bates on CHCH TV Mar 5, 2009

Andrew Brash

Specialty: Mountains and Motivation

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Enzo Calamo

Specialty: Gracious Family Living

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

Specialty: Investments

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Client-Centred Practices

Videos by David Christianson, BA, R.F.P., CFP, TEP

Building Your Client-Centred Practice

Case Study: Transition Family Wealth with Substitute Decision-Makers

Legacy Planning

Richard Croft

Specialty: Portfolios

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Daryl Diamond

Specialty: Retirement

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Nicola Elkins

Specialty: Strategic Philanthropy

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Investment Strategies in Charitable Giving

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MASTER Your Philanthropy – How to Maximize Your Strategic Giving

Larry Frostiak

Specialty:

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MASTER Your Investment in the Family Business – How to Increase After-Tax Wealth

Jim Gray

Specialty: Communications Skills

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The Power of the Story

Paul Grimes

Specialty: Insurance Educator

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Life Insurance: Strategic Investment Planning with Universal Life

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Strategic Planning with Universal Life

Merge Gupta-Sunderji, MBA, CGA, CSP

Specialty: Leadership
Generational differences

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Robert Ironside

Specialty: Financial Literacy

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Portfolio Construction for Real Wealth Management

Financial Literacy: Assessing Risk and Return

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Interest Rates & Market Prices

Leading Investment Strategies for Turbulent Times

Evelyn Jacks

Specialty: Personal Tax

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Elements of Real Wealth Management

Introduction to Corporate Tax Preparation

Tax Preparation for Proprietorships

Introduction to Personal Tax Preparation Services

Advanced Tax Preparation and Research

Tax-Efficient Retirement Income Planning

Tax Planning for the Small Business Owner

Books by Evelyn Jacks

Guide to Cottage Succession Planning

Essential Tax Facts: 2010 Edition

MASTER Your Taxes – How to maximize your after-tax returns

Essential Tax Facts: 2009 Edition

Essential Tax Facts: 2008 Edition

Essential Tax Facts: 2007 Edition

Essential Tax Facts: 2006 Edition

Make Sure It's Deductible - Fourth Edition

Get Your People to Work Like They Mean It

Videos by Evelyn Jacks

About The Knowledge Bureau

Essential Tax Facts Book Launch

Excellence in Financial Education

Leading With Knolwedge

MASTER Your Taxes Book Launch

Trusted Tax Advisors

John Mill LL.M.

Specialty: Tax Havens

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Cross Border Taxation

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Cross Border Taxation

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

Specialty: Succession
Real Wealth Management™

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Advising Family Businesses

Portfolio Risk Manager

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MASTER Your Retirement – How to fulfill your dreams with peace of mind

Videos by Douglas V. Nelson, B.Comm, CFP, CLU, MFA

Advising Family Businesses

Are You In Sync With Your Entrepreneurial Clients?

Enthuse Your Way to Success!

Gordon Pape

Specialty: Sustaining Wealth

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John Poyser

Specialty: Estate Planning

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Death of a Taxpayer

Use of Trusts in Tax and Estate Planning

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Guide to Cottage Succession Planning

Alan Rowell, DFA, Tax Services Specialist

Specialty: Entrepreneurial Coaching
Taxation Strategies

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Business Leaders Need Leaders: Making the Numbers Work on Business Succession

Distinguished Advisor Program

Jim Ruta, BA RHU EPC

Specialty: Super Effectiveness

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MASTER Your Money Management – How to manage the advisors who work for you

Ron Thiessen

Specialty: Personal Growth

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