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Engage with us in a learning journey towards your limitless potential!

We love to share knowledge with you! Our team is inspired by the success of our outstanding students: dedicated professionals who strive to continue learning on a lifelong academic pathway in financial services!

Vision

We provide World Class Professional Development so you can provide high value financial services.

Mission

To unleash your limitless potential through lifelong learning

Meet Our Team and Their Superpowers

”I am passionate about raising standards of professionalism in the tax, accounting, bookkeeping and financial services. I also have a keen spidey sense and find inspiration in opportunities that are not always obvious to others.

I love our mission, the people I work with,
our clients and the potential to soar higher and together really make a difference to the millions of Canadians who are trying hard every day to build sustainable wealth
for the future so that they can have financial peace of mind for their families.”

—EVELYN JACKS, FOUNDER AND PRESIDENT

In National Communications &
Live Education Planning

BARBARA MCRAE, EXECUTIVE PROJECT MANAGER

“I have been working with Knowledge Bureau for over 17 years. It’s amazing to see how the organization has evolved and grown throughout that time. My superpowers: As the chief cat herder, I am calm and organized. I love the puzzle of logistics and collaboration and making it all fit.”

BETH GRADDON, MARKETING & COMMUNICATIONS MANAGER

“Big picture strategic thinking, creative communications, an open-minded approach to everything and adaptability are my superpowers. At Knowledge Bureau, now more than ever, our potential to make a positive impact is evident. I love the innovative environment that encourages participation and strategic input from the whole team. The dynamic, challenging, innovative, never-lets-you-get-bored-environment keeps everyday interesting!”

Operations, IT and Enterprise Solutions

ALAN GORDON, DIRECTOR OF OPERATIONS

“Knowledge Bureau began with a vision to raise the standard within the tax and financial services industry. This has a potential impact on everyone. That is why I joined. I bring my superpowers to that vision: Team engagement, the ability to understand multiple perspectives, critical thinking, patience and a great sense of humor!”

DALE LACOMBE, MANAGING DIRECTOR, ENTERPRISE SOLUTIONS

“I really enjoy helping our customers build their business and achieve their objectives by aligning our services with their initiatives. I develop solutions that are right, give great presentations and with my high energy I am always ready to step up.”

In the Publishing Department

WALTER HARDER, MASTER INSTRUCTOR

“In my multiple roles of author, mentor, teacher, researcher, editor, problem solver, I love tax,teaching and being an expert resource. I also love building new things. Knowledge Bureau offers me a unique opportunity to do the things I love and am good at.”

TERRI CHEVREFILS, MANAGER, PUBLISHING

“The efficient organization of multiple ideas and tasks and the ability to execute them. I also love listening to students and translating their needs into a realistic educational path and giving them the confidence to want to grow.

I work at Knowledge Bureau because everyone here is valued for their individuality and celebrated for their ability. KB gives me the opportunity to be ambitious and goal-oriented every single day and I love working with talented people who share the passion that I have to succeed for and with this company”

In the Sales and Business Development Department

AL JACKS, SR. VP, BUSINESS DEVELOPMENT

“My superpowers: creativity, empathy and perseverance. My passion: helping great people and great organizations. Knowledge Bureau is a great company doing great things. My goal here is to envision and create new growth opportunities by recruiting and mentoring our Educational Consultants, new clients, sponsors and corporate partners and ensuring that they all are provided the resources to do great things so they can meet and exceed their personal and business objectives.”

CAROL SCOTT, DIRECTOR OF STUDENT RELATIONS AND REGISTRAR

“I am a great team leader, I enjoy assisting students and building relationships with a great team of people. I I am passionate about supporting students to help them make the right educational decision for their time and money and I love working on improving our service approach to new and existing students.”

About

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Pathways to Success

Conferences & Workshops Wealth Management Courses Retirement Planning Courses Gift Planning Courses Income Tax Courses Executive Business Growth Courses Bookkeeping Courses Corporate Tax Courses

Contact

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The RWM™, MFA™, MFA-P™, DFA-Tax Services Specialist™ and DFA-Bookkeeping Services Specialist™ designations are registered certification marks of Knowledge Bureau, Inc.