Speakers - Business Builder Retreat

Share stories and experiences, together with great
personal and professional development!

 

Registration Form Agenda At A Glance Detailed Agenda     Partnership Package

 

 

EVELYN JACKS
Founder and President Knowledge Bureau

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.

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DANIEL COLLISON B.A., CFP, TEP
Managing Partner, Advice to Advisors

Sometimes it’s lonely at the top but it doesn’t have to be.  Business leader and author Dan Collison, asks you to consider three things as you think about building your business success:  (1)  Why do you do what you do?  (2) What is your aspirational passion statement? (3) Can I grow a business that has real market value?  Dan has examined three critical roles of today's World-Class Practitioner – The Tactical Technician, The Strategic Manager, and The Enduring Visionary in his book, The Financial Advisor's Guide to Excellence.  He shares his knowledge and insights with business builders like you to reconsider how to turn every aspect of business planning, management, and marketing into well-orchestrated, easy to implement, step-by-step processes.

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CLAUDIA DELGADO

Claudia Delgado draws inspiration from her South and North American native roots and ancestral Hawaiian traditions to share her precious learnings during her yoga classes. She is trained and certified in Yin yoga, chair yoga, and parent-child yoga. She also teaches meditation and Hatha Flow. Motivated by her search for mind-body balance, Claudia has practised yoga for several years and is determined to help each person she meets on their journey towards global health.

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JENIFER BARTMAN, CPA, CA, CMC
Jenifer Bartman Business Advisory Services

Founder & Principal of Jenifer Bartman Business Advisory Services, providing advisory and contract executive services to companies in the early, financing, growth, and transition stages of development. Service areas include business and succession planning, growth strategies, financing readiness, executive coaching, and performance improvement.  Jenifer is well known for her venture capital and early stage financing expertise, having been an executive in the industry and an advisor to many young companies.

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JULIE ISABEL

Physiotherapy was the first career Julie devoted herself to for 10 years. In 2004, she chose to gear her practice towards naturopathy, a life philosophy which includes healthy eating, movement, breathing, and sleep hygiene on a daily basis to strive for better balance. Her passion for wellness led her to teaching yoga. Julie Isabel’s approach is both simple and comprehensive, uniting the body and spirit to promote self-reflection with gentleness and kindness.

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PHILIPPE RICHER LL.B.
Teffaine Labossière Richer Law Group

Philippe is committed to ensuring and enhancing the long-held tradition of excellence and service Teffaine Labossiere Richer has always provided for its clients. Philippe received his law degree from the University of Manitoba Faculty of Law (Robson Hall). He is a member of the Canadian Bar Association (Manitoba Division) and the Chambre de commerce francophone de St-Boniface (CCFSB).

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MARJOLAINE LEBLANC

Marjolaine Leblanc has been teaching yoga in the Quebec City region since January 2007. A few years ago, she chose to focus he practice on Thai Yoga and therapeutic yoga, which consists in using yoga techniques to guide people through their journey towards a state of balanced overall health. A woman of heart with a very open mind, Marjolaine finds inspiration in the beauty of everyday life and the people who cross her path.

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JOANNE SIGURDSON
B.Comm (Hons), Executive Leadership Coach and Certificate Course Author

Joanne is the author of a certificate course in the Knowledge Bureau’s Executive Business Builder Program, entitled Leadership, Culture and Continuity.   The purpose of this course is to help the student, a leader or aspiring leader, better understand how to develop and grow their leadership skills, build the culture that is required to achieve their vision and business goals, and ensure continuity of their organization by developing an effective team around them. Students are engaged in learning what is required to ensure the continuous improvement and continuity of their organizational structure and working relationships to position for on-going growth, stability, and equity development in the enterprise. 

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ALAN ROWELL
RWM, MFA, DFA-Tax Services Specialist

Alan Rowell has achieved his Master Instructor Certification with Knowledge Bureau by participating in a number of required milestones. The first is the completion of a designation with Knowledge Bureau (in fact Alan is a triple designate: he has the MFA™ (Master Financial Advisor) and DFA-Tax Services Specialist™ and RWM™ (Real Wealth Manager) designations.

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DEAN COCKELL
BRANCH MANAGER PORTFOLIO STRATEGIES

Over the years, Dean has become known as “the man with a practical straight forward approach to financial planning.” He is well known for his ability to conceptualize, execute and communicate innovative solutions to both individual and business financial institutions

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