Jenifer Bartman

Specialty: Management, Venture Capital

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Fundamentals of Succession Planning

Business Valuation for Advisors

Books by Jenifer Bartman

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

Videos by Jenifer Bartman

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

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

Nicola Elkins

Specialty: Strategic Philanthropy

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Investment Strategies in Charitable Giving

Books by Nicola Elkins

MASTER Your Philanthropy – How to Maximize Your Strategic Giving

Paul Grimes

Specialty: Insurance Educator

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Life Insurance: Strategic Investment Planning with Universal Life

Videos by Paul Grimes

Strategic Planning with Universal Life

Robert Ironside

Specialty: Financial Literacy

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Financial Literacy: Assessing Risk and Return

Portfolio Construction for Real Wealth Management

Videos by Robert Ironside

Interest Rates & Market Prices

Leading Investment Strategies for Turbulent Times

Evelyn Jacks

Specialty: Personal Tax

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Elements of Real Wealth Management

Tax-Efficient Retirement Income Planning

Tax Planning for the Small Business Owner

Introduction to Corporate Tax Preparation

Introduction to Personal Tax Preparation Services

Advanced Tax Preparation and Research

Tax Preparation for Proprietorships

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

Videos by John Mill LL.M.

Cross Border Taxation

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

Specialty: Succession
Real Wealth Management™

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Financial Literacy: Assessing Risk and Return

Advising Family Businesses

Portfolio Risk Manager

Portfolio Construction for Real Wealth Management

Elements of Real Wealth Management

Tax-Efficient Retirement Income Planning

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

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!

John Poyser

Specialty: Estate Planning

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Death of a Taxpayer

Use of Trusts in Tax and Estate Planning

Books by John Poyser

Guide to Cottage Succession Planning