Evelyn Jacks

Evelyn Jacks

MFA™, DFA-Tax Services Specialist™, President, Knowledge Bureau

As Founder and President of Knowledge Bureau, I am excited about our potential to become your educational home for continuing professional development in the tax and financial services.

Our “Distinguished Advisor Programs” include comprehensive online courses, the Distinguished Advisor Workshops and the Distinguished Advisor Conference.  But it’s our friendly, highly qualified team of educational consultants and expert instructors that will make the difference:  helping you make the best educational decisions for your time and money.

Evelyn is Canada’s most respected educator in tax and financial services and one of Canada’s most prolific financial authors. Evelyn is also the Founder and President of Knowledge Bureau, Canada’s leading national post-secondary educational institute for continuing professional development in the tax and financial services.  Evelyn has been influential in advising governments on tax and financial literacy policies.  She is also a well-known national commentator, keynote speaker and budget analyst who has written thousands of articles as well as 52 books on tax and wealth management. She was recently named one of the Top 25 Women of Influence in Canada for the second time.

        

Evelyn is Canada’s most respected educator in tax and financial literacy and one of Canada’s most prolific financial authors.  She has penned 52 books for consumers on tax and wealth management, many of them best-sellers, including her most recent Family Tax Essentials, How to Build a Wealth Purpose with a Tax Strategy.  She was recently named one of the Top 25 Women of Influence in Canada for the second time.

Evelyn is also the Founder and President of Knowledge Bureau, Canada’s leading national post-secondary educational institute for continuing professional development in the tax and financial services.  Knowledge Bureau is the publisher of over two dozen certificate courses leading to the prestigious MFA™ (Master Financial Advisor)  and DFA-Tax and Bookkeeping Services Specialist Designations.  Under her direction, Knowledge Bureau is the only business school of its kind providing core specialization opportunities in tax, retirement, business succession and estate planning for advisors in family tax and wealth management practices.

Evelyn has been influential in advising governments on tax and financial literacy policies.  She was appointed by former Finance Minister Flaherty to the Federal Task Force on Financial Literacy, and by the former Premier of Manitoba, Gary Filmon, to the Lower Tax Commission, to advise on the direction of the provincial tax regime.  Recently she has co-founded the Manitoba Financial Literacy Forum in partnership with the Manitoba Securities Commission, dedicated to increase financial literacy in that province.

She is also a well-known national commentator, keynote speaker and budget analyst who has written thousands of articles, most recently in MoneySense Magazine, and for the Toronto Stock Exchange.  Throughout her career, Evelyn has spent countless hours volunteering her time on news, talk shows and chat lines from coast-to-coast explaining rights and opportunities in filing tax returns to millions of Canadians.  She tweets @evelynjacks.

Evelyn has been a role model for women in business, being amongst the first to gain national prominence as a tax and financial author and educator.  A leader in the business community,  she is a past President of The Manitoba Club, Western Canada’s oldest private business club.

She was awarded the prestigious Rotman School of Business Canadian Woman Entrepreneur of the Year Award and was recognized internationally with a Business Leadership Award by the Canadian Embassy in Washington, D.C.  She has twice been recognized as Manitoba’s Woman Entrepreneur of the Year.  She has also received the YM-YWCA "Business Woman of the Year" award and has been recognized as an Inspiring Woman by the Winnipeg Free Press.