Over the span of her esteemed career, Evelyn Jacks has dedicated herself to helping men and women with their continuing personal knowledge in tax and financial matters. Evelyn is a well-known featured guest commentator on national television, print and radio. She is also one of Canada’s most prolific financial authors, with over 50 books on a wide range of topics, including personal tax, small business and family wealth management.
Her commitment to professional development through financial education has brought her recognition and respect. Twice she has been named one of the Top 25 Women of Influence in Canada. She was awarded the prestigious Rotman School of Business Canadian Woman Entrepreneur of the Year Award and recognized internationally with a Business Leadership Award by the Canadian Embassy in Washington, D.C.
Evelyn is also influential in advising and commenting on tax and financial literacy policies. She served on Canada’s Federal Task Force on Financial Literacy and appointed to Manitoba’s Lower Tax Commission to advise on the direction of the province’s tax regime.
Jean-Pierre Laporte, BA, MA, JD is CEO of INTEGRIS Pension Management Corp. and a pension lawyer. He has written extensively on pension matters and is often called as an expert witness before the House of Commons Standing Committee on Finance. For his work on improving pension legislation in Canada, he was awarded the Queen Elizabeth II Diamond Jubilee medal in October 2012.
Kristin is a proud young professional woman in wealth advisory, with over 15 years’ experience in the financial services. Her experience includes Canadian/US personal banking and lending, retail and institutional investment account management, portfolio analysis/construction, security research and trading, and financial and estate planning. She is an IIROC Licensed Securities Specialist and has a growing passion for holistic wealth advisory. Kristin is a firm believer in the important of
financial education and is committed to a multi-stakeholder approach to real wealth
Kristin has been involved in numerous Knowledge Bureau educational courses and live events including the CE Summits (2016-Present), DAC (2018-Present), Real Wealth Manager Course, Real Wealth Manager Board Member (2019) and presenter for DAC (2019).
She holds a University of Manitoba Bachelor Commerce Honors Degree, Majoring in Actuarial Mathematics and Finance as well she holds the Personal Financial Planning (PFP) and Chartered
Investment Mangers (CIM) Designation Completion (2010 and 2012) and became a Fellowship of the Canadian Securities Institute (FCSI) (2018).
Her accomplishments include being a Great-West Lifeco Bi-Annual National Conference Qualifier (2016 and 2018). She has been a speaker at numerous National GWL Events and Conferences since 2015. In 2018, Kristin was recognized as Knowledge Bureau’s Young Distinguished Advisor Award Winner and was featured in Investment Executive and the Winnipeg Free Press.
She is a believer in the holistic
multi-stakeholder real wealth management approach and the value it brings to Canadian families looking to accumulate, grow, protect, and transition their wealth efficiently in their lifetimes, considering fees, taxes and inflation. She is a dedicated advocate for the importance of financial education of all
Canadians which aligns with Knowledge Bureau’s vision and mission.
Philippe’s career in law began later in life. After high school, he joined the Armed Forces where he served 8 years. Then, following his service, he worked in sales for twelve years. It wasn’t until his own marriage came to an end and he experienced a divorce, that he felt compelled to be a positive part of the legal industry; someone more approachable, accessible and affordable.
Determined this was his new calling, Philippe quit his job and went back to school. A risky move for anyone, but his determination and focus were of great benefit to him in law school, as he was soon the recipient of the Yude M. Henteleff Award in Human Rights
and Civil Liberties, the H. I Corne Prize (Awarded to the student with the highest standing in ‘Problems in Contract and Torts’) and was a finalist for the Manitoba Bar Association ‘Solomon Greenberg Prize in Advocacy’. Philippe joined Teffaine Labossiere Richer in 2014.
Philippe is the original author of the certificate Business Law Course in
the Executive Business Builder Program offered by the national educational
institute, Knowledge Bureau.
In law school, Philippe recieived the Yude M. Henteleff Award in Human Rights
and Civil Liberties, the H. I Corne Prize (Awarded to the student with the highest standing in ‘Problems in Contract and Torts’) and he was a finalist for the Manitoba Bar Association ‘Solomon
Greenberg Prize in Advocacy’.
Philippe has served on the board of the Association des juristes francophones du manitoba (AJEFM), and the Francophone Chamber of Commerce of St-Boniface in Manitoba where he is currently president.
Largely due to his background prior to law, Philippe is excited to make law more
accessible. Law can be intimidating and
many feel that it falls exclusively within the domain of lawyers. Philippe feels, that while lawyers play an important role, law in a broad sense should be better understood, accessed, and
fashioned by the end users.
Mark Taucar, CFA manages discretionary clients through ACCILENT SELECT Discretionary Management. A unique offering that allows those qualified to be licensed as Advising Representatives (ARs), Associate Advising Representatives (AARs), Dealing Representatives (DRs) to engage with clients and provide streamlined, cost sensitive discretionary management. Mark has built discretionary referral platforms for notable Portfolio Managers across Canada and has engaged with
referral agents for the construction of streamlined referral operations which
enhance scalability, profitability, portfolio design and compliance. He has also managed successful investment strategies on behalf of thousands of individual clients that include pensions. Mark is also a faculty member of Knowledge Bureau.
Dr. Dean Smith, PHD, CFP, TEP, CPA, CA is a partner with Cadesky and Associates LLP and the President of Cadesky U.S. Tax Ltd. Cadesky is a boutique accounting firm which provides only taxation services. Dean has been involved with expatriate tax work for over 23 years assisting companies moving employees around the world. Clients also include private individuals who have multiple jurisdictional filings. Dean is also an instructor and writer with Knowledge Bureau.
After a 19-year career as an advisor and Portfolio Manager for IIROC firms, Jennifer started her own business, Doyenne offering Insurance and Estate Planning, licensed in MB and ON
and Portfolio Management, licensed in MB, ON and QC.
Jennifer has been recognized as a 2018 Finalist for the Women-Led Advisory Team of the year as well as a 2019
Finalist for Female trailblazer of the year at the Wealth Professional Awards.
Jennifer has participated in numerous projects with Knowledge Bureau both as Faculty and as a student. From her experience, Evelyn Jacks and the team at Knowledge Bureau are meticulous in their approach to education and thinking strategically about the needs of the financial services industry from the various stakeholders’ points of view.
(Come back often as new details are released)
Information on the detailed content of the course is on the Emergency Pandemic Benefits Response Course page.
When an unexpected trigger event occurs, and time is limited, how can the Real Wealth Management Framework help our clients maintain financial peace of mind
- Virtual CE Summit Speaker Kristin Ramlal, on one reason you can’t miss taking the course.