About Our Private Client Services

We are proud to help you on a private client basis

Evelyn Jacks, president of The Knowledge Bureau has over 25 years experience in developing, directing and delivering in-company programs for national companies, regulators and associations.

Our Distinguished Faculty are experienced instructors, authors, writers and speakers in the tax and financial services. The difference is important - because we bring to you professional, passionate speakers with 'feet on the street'. They know advisors and their challenges because they have been in practice too.

Together we can help you develop on a branded, co-branded or private label basis, the foremost educational programming, keynote or workshop performances, and technical content for your website or other publications or books about your unique value proposition to your client and theirs.

And because The Knowledge Bureau is a national certified post-secondary institution, we develop programs with certifiable competencies, to enable your advisors to demonstrate the important knowledge credentials so critical for positioning in demanding affluent markets.

We have worked with most major players in the tax and financial services including:

• Advisor's Edge
• Advocis
• BMO InvestorLine
• BMO Nesbitt Burns
• Bieber Securities
• Cannacord
• CI Funds
• CIBC World Markets
• Great West Life
• IIROC (formerly IDA) Membership Services
• Industrial Alliance
• London Life
• Manulife Financial
• RBC
• Schulich Executive Education Centre
• Standard Life
• Wellington West

For more information contact: