Puerto Vallarta, Mexico
November 9 & 10

2019 Business Builder Retreat Speakers

​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

Dean has earned the MFA (Master Financial Advisor) Designation and Certification. He is also a member of The Canadian Institute of Financial Planners, has a Certificate in Financial Planning (CIFP) and holds his EPC Designation as a charter member of the Canadian Initiative for Elder Planning Studies.

​Evelyn Jacks

MFA, DFA-TSS
President
Knowledge Bureau

Evelyn is Canada’s most respected educator in tax and financial literacy and one of Canada’s most prolific financial authors, having written 53 books, many of them best-sellers. Her most recent are: Essential Tax Facts, How to Make the Right Tax Moves and Be Audit-Proof, Too and Defusing the Family Business Time Bomb . Evelyn appears regularly in MoneySense Magazine, on BNN, CBC and regional media.

You don’t want to miss her compelling session entitled:Resilience – The Secrets to Creating Wealth in Times of Change.

Alma Aguilar

A native Californian, Alma grew up in Los Angeles where she began practicing yoga with Ellen Voehringer and Terri Pitts. Since her first class, she felt the soothing and calming effects of this ancient and powerful tool and wanted to make it
accessible to anyone interested in more peace of mind.

With over 25 years of diverse experience in teaching, Alma is qualified to draw from various practices and incorporate them into a rich and satisfying experience.Alma’s classes, privates and workshops are dedicated to yoga beginners and inflexible students.

At BBR Alma will be leading Stretch & Kvetch to get your day started in a positive light.

​Daniel Collison

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

Daniel Collison is the Managing Partner with financial education firm Advice2Advisors, which trains, mentors and coaches financial advisors of all tenures. Dan is a CFP, a Member of the Society of Trust and Estate Practitioners (TEP), and a member of the Financial Therapy Association (FTA).

At DAC, Dan will speak on the topic of MODERN PROSPECTING THEORY.

​Joanne Sigurdson

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

Joanne Sigurdson is the author of a certificate course in the Knowledge Bureau’s MFA- Executive Business Growth Program, entitled Leadership, Culture and Continuity.

Joanne Sigurdson is an optimistic seasoned Executive Coach and Business Consultant focused on assisting Executives and Business Owners grow their leadership skills to achieve their personal and professional goals. She has successfully worked with numerous businesses to help them establish and implement a plan for taking their organization to the next level.

Marcella Castellanos

A native of California of Mexican descent, Marcella is a certified holistic health coach and a diabetes prevention lifestyle coach. After having healed from gall bladder disease using plant medicine and a mind, body, spirit approach, Marcella believes everything is interconnected. Through her coaching, classes and workshops, Marcella seeks to help others rediscover what is found in nature for increased capacity to heal and live more fulfilled lives. She advocates for simple aromatherapy techniques for practical use in everyday situations including our personal lives and work life.

Workshop title: Workplace Essential Oils 101 Learn about the benefits and properties of two essential oils to reduce anxiety and help enhance your life and work for improved creativity and focus.

Jenifer Bartman

CPA, CA, CMC
Founder and Principal
Jenifer Bartman Business Advisory Services

Jenifer Bartman is the Founder & Principal of Jenifer Bartman Business Advisory Services, assisting companies in transition (i.e., early, financing, growth, and succession stages). 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.

She is the instructor of four certificate courses in the Knowledge Bureau MFA™ programs and is the lead instructor for the MFA™-Executive Business Growth Program . She has also been a speaker at both The Distinguished Advisor Conference (DAC) and The Distinguished Advisor Workshop ( CE Summits ) series and has co-authored the recently released Defusing the Family Business Time Bomb with Evelyn Jacks.

At DAC, Jenifer will be joined by Joanne Sigurdson to discuss: Leadership Required, Defusing the Family Business Time Bomb.

Lynette Suchar

Lynette is an E-RYT 500 yoga teacher who has been teaching classes, workshops, retreats, festivals, and trainings for 13 years. She focuses on restoration practice, which she feels we all need in our busy lives. Lynette is certified in vinyasa, restorative, yin, and nidra systems of yoga. She currently teaches in Mexico and Canada.

Mindfulness, simply put, means to pay attention on purpose in an accepting way. Through the practice of yoga nidra we learn to pay attention to the present moment as we gently relax and release physical, emotional, and mental tension and stress from the body. By slowing down we can become more efficient, resilient, and creative in all areas of our lives.

At BBR. Lynette will show you the mindfulness techniques you need to help you in your daily life.