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

Examining the 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 to show financial advisors how to turn every aspect of technical planning, business management, and marketing and prospecting, into well-orchestrated, easy to implement, step-by-step processes.  In taking this quantum leap, the financial advisor makes a critical decision:  can I grow a business that has market value?  

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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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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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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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