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 CE Summits 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 literacy and one of Canada’s most prolific financial authors.  She has penned 53 books for consumers on tax and wealth management, many of them best-sellers, including her most recent, Essential Tax Facts, How to Make the Right Tax Moves and Be Audit-Proof, Too  and Family Tax Essentials, How to Build a Wealth Purpose with a Tax Strategy.  She has twice been named one of the Top 25 Women of Influence in Canada.

Evelyn has been influential in advising and commenting on tax and financial literacy policies.  She was appointed by former Finance Minister Jim 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.


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.  

Evelyn is also the Founder and President of Knowledge Bureau, Canada’s leading national post-secondary educational institute for professional development in the tax and financial services.  It is the publisher of over three dozen professional certificate courses leading to the prestigious RWM™ (Real Wealth Manager)MFA™ (Master Financial Advisor)  and DFA-Tax and Bookkeeping Services Specialist Designations and the new Executive Business Growth Specialist Program. 

Knowledge Bureau is celebrating its 15th year, having grown to become Canada’s only private educational institute to provide career training with specialization in tax, retirement, business building and succession as well as estate planning.  It has trained tens of thousands of advisors and communicates with close to 20,000 weekly. It is also a training partner to top national firms engaged in building highly informed professional advisors and works with small businesses to assist in achieving business growth goals.  

Evelyn 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.




Taxation, family wealth management, business building and succession planning, incapacity planning, retirement planning, women in business, strategic philanthropy