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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

“In my role as founder and president of Knowledge Bureau, I am excited by our collective passion at to share knowledge with outstanding people who want to be at the top of their game and soar higher by actively engaging in their professional development. We are proud to share our superpowers with you—and look forward to hearing more about yours!” —EVELYN JACKS, FOUNDER AND PRESIDENT

In National Communications and Live Education Planning

BARBARA MCRAE, EXECUTIVE PROJECT MANAGER

Top superpowers: “I love organizing, collaborating and thinking! Having been a part of Knowledge Bureau for 15 years now, I am really proud to be part of the team and to see how far we have grown and evolved.

BETH GRADDON, MARKETING & COMMUNICATIONS STRATEGIST

Top superpowers: “Big picture strategic thinking, creative communications and adaptability are my superpowers. I love the dynamic, innovative environment that encourages participation and strategic input from the whole team at Knowledge Bureau.

Operations, IT and Enterprise Solutions

ALAN GORDON, DIRECTOR OF OPERATIONS

Top superpowers: “I am great at team engagement, critical thinking and I have an inherent problem-solving approach that enables me to understand multiple perspectives and is underscored with great patience.

DALE LACOMBE, MANAGING DIRECTOR, ENTERPRISE SOLUTIONS

Top superpowers: “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.”

RUSKIN JOHNSON, PROJECT MANAGER, LMS

Top superpowers: “I love making nonsense look pretty! I also love helping technology haters understand, learn and love it. Being new to Canada, my new superpower is surviving –50 degrees without having my brain freeze!

In the Publishing Department

CHRISTINE STEENDAM, ASSISTANT PUBLISHER

Top superpowers: “Grammar Gremlins beware: I hold the Red Pen of Doom! I love wordsmithing: there is nothing more exciting to me than helping develop an idea and see it take shape into something real and tangible.”

WALTER HARDER, MASTER INSTRUCTOR

Top superpowers: “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.”

In the Sales and Business Development Department

AL JACKS, SR. VP, BUSINESS DEVELOPMENT

Top superpowers: “I envision and create new growth opportunities for Knowledge Bureau, recruiting and mentoring our Educational Consultants, new clients, sponsors and corporate partners. In a great company doing great things, my creativity, empathy and perseverance help me to propel sustainable corporate momentum and innovative, new growth opportunities.

CAROL SCOTT, DIRECTOR OF STUDENT RELATIONS AND REGISTRAR

Top superpowers: “I am a great team leader, I enjoy assisting students and building relationships with a great team of people.

SHARON CLEVELAND, MFA-RETIREMENT AND SUCCESSION SERVICES SPECIALIST, RWM (REAL WEALTH MANAGER) AND MFA-P (PHILANTHROPY) PROGRAMS

Top superpowers: “I am a great listener, I help our students and our team make the very best decisions and I get great satisfaction knowing I have a strong purpose here at Knowledge Bureau, my work family.

GINA MARANAN, EDUCATIONAL CONSULTANT, DFA-BOOKKEEPING SERVICES SPECIALIST PROGRAM

Top superpowers: “I provide excellent student services and have a great passion to help people meet their goals, and to complete their academic path in continuing professional development leading to specialization.”

KELLY MALLOY, EDUCATIONAL CONSULTANT, NEW AND PROSPECTIVE STUDENTS

Top superpowers: “I am driven to help people reach the next step in their education to gain the best knowledge to help their clients with. I do that with positivity and modesty.”

NANCY JONES, RELATIONSHIP MANAGER

Top superpowers: “I am a great team player who gives great customer service by fully engaging people in conversations to find out what their needs are.

ALAN ROWELL, CATALYIST, THE RWM SOCIETY

Top superpowers: “Tenacity, like a ‘dog with a bone’ I won’t let go until completed or defeated! I have a keen diametric thought process; the ability to view a problem or question from multiple directions simultaneously; plus I am very entrepreneurial. . . the that end, my favorite question is “What If?

In the Accounting Department

ZAY AQUINO, MANAGER, ACCOUNTING, ADMINISTRATION AND HR

Top superpowers: “I have vision, patience and understanding and the power to improve and fix things. I love seeing challenges that push me out of my comfort zone and motivate me to accomplish great things.

CHARRIZ MILLAN, ACCOUNTING ASSISTANT

Top superpowers: “I am a number cruncher – I really enjoy working with numbers and doing calculations! I have a great work ethic and I work here because I love what I do, knowing I am contributing to the satisfactory experience of our clients.