Program Directors for Your Internal Training

Call us to help you develop a certificate educational program that develops the skills of your advisors in a manner aligned to your unique value proposition in your marketplace.

We understand the link between marketing and the bottom line and what you have to do to help your sales forces distinguish themselves and maximize all the resources you have available internally to do so.

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Private Client Services, Attention: The Registrar
Toll Free in North America: 1-866-953-4769


December 1, 2008

It has been an absolute pleasure working with Evelyn Jacks and The Knowledge Bureau faculty over the past two years. As the key driver behind the creation and delivery of the BMO Nesbitt Burns’ Wealth Advisory 201 program, Evelyn and her team have consistently delivered some of the highest calibre training in the Financial Industry.

Evelyn’s commitment and passion for financial education is truly outstanding and readily apparent in every venture she undertakes. We look forward to an ongoing relationship with The Knowledge Bureau as an integral component of our success in training Wealth Advisors to become their clients’ ‘Most Trusted Advisor’.

Thank you Evelyn.

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

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