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Society of Real Wealth Managers™ Member Directory
Meet the Board
Evelyn Jacks
RWM™, MFA™, DFA-Tax Services Specialist™
President, Knowledge Bureau
“In founding the concept of Real Wealth Management™, we developed an inter-advisory, multi-generational approach to family wealth management. The RWM™ is the strategist who enables this.”
Jean-Pierre Laporte
BA, MA, JD, RWM™
CEO, Integris Pension Management Corp
“My goal is to bring some specific skills and perspectives to the Real Wealth Management™ Society as a Pension Lawyer and as the CEO of a Pension Consulting Firm at the same time. We need the inter-disciplinary approach of pension management plan management to connect and with with financial advisors, actuaries, custodians and accountants to ensure the pension plan works as it should.”
Kristin Ramlal
PFP, CIM, FCSI, RWM™
Securities Specialist and Credential QTrade Advisor
“By joining the society of like-minded Financial Professionals, who understand the importance of Real Wealth Management and partner under the RWM™ Framework, I now truly feel that I can offer my clients holistic wealth advice and financial peace of mind”.
Alan Rowell
RWM™, MFA™, DFA-Tax Services Specialist™
CEO, The Accounting Place
“Integrating Real Wealth Management™ into our everyday activities results in the best overall advantage for the client, keeping money in their pockets where it belongs.”
Dr. Dean T. Smith
PH.D. CPA (Illinois), CPA (Ontario and Manitoba), CFP, STEP, RWM™
President, Cadesky U.S. Tax Ltd
“The silo approach simply does not work effectively. To ensure my client’s needs are properly addressed, I need to partner with other like-minded professionals. The Society of real Wealth Managers provides me with that opportunity”
Jennifer Snyder
RWM™
President, Doyenne Insurance and Estate Planning Ltd.
“It is so important to be able to network and be able to refer to people that understand the meaning of true collaboration and that is working together to achieve a common goal, the client’s overall financial well-being after taxes, fees and inflation.”
Members
Jenifer Bartman
CPA, CA, CMC, MFA™, RWM™
Founder, Jenifer Bartman Business Advisory Services
“Professional development and networking opportunities are integral to the creative thinking that is needed to advise companies well, in an increasingly competitive world. “
Marie DeLauretis
B.Comm, CFP, CFDS, RWM™, RIS
Certified Financial Planner, Delauretis Wealth Management Inc
“My desire was to align myself with a society that recognizes the significance of a team advisory collaboration for the ultimate benefit of the client.“
Diane Elliott
DFA-Tax Services Specialist™, RWM™
Owner, Millennium Tax Services
“To benefit from the meeting of the minds that comes from like-minded individuals work together to the benefit of everyone, clients included.“
Kristen Elliott
DFA-Tax Services Specialist™, RWM™
Millennium Tax Services
“We work with an array of specialist to insure that we approach day to day accounting, and the tax return in a holistic way.“
James P. Gunn
CFP, RRC, CEA, CPCA, RWM™
President,
Halton Wealth Management Inc.
“I am working with clients on addressing many issues that are affecting every aspect of their lives. My client base is multi layered and age diversified so the issues are wide ranging and sometimes unpredictable.”
Marina Jensen
RWM™, DFA-Tax Services Specialist™
“I incorporate the RWM™ approaching into my practice by ensuring that our clients’ personal taxes link with their corporate and estate tax planning for the best taxation results. I am participating with the Society of RWM™ because networking is important and I look forward to using the RWM™ Calculators.”
Stefanie Keller
CFP, RWM™
CEO, Stellar Wealth & Tax Solutions
“The RWM™ Model provides a holistic platform/process for integrating all aspects of financial planning. It is both the EQ and the IQ part of the process.”
Jeet Kumar
RWM™, MFA™- Business Services Specialist
The Accounting Place
“The Society of Real Wealth Managers™ brings together the individual specialties that provide the overall financial well-being of the client.”
Allan Norman
CFP, CIM, RWM™
Founding Partner, Atlantis Financial Inc
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“The Society of Real Wealth Managers™ brings together the individual specialties that provide the overall financial well-being of the client.”
Jackie Porter
CFP, EPC, RWM™
“My approach to financial planning includes taking a comprehensive approach. I want to hone my skills in planning and work with like-minded professionals.”
Philip J. Primeau
DFA-Tax Services Specialist™, MFA™, RWM™
President, TPC Tax Planning Centre Ltd.
“The quality and credentials of the members of the Society are impeccable and membership is an absolute necessity for continued success.”
Melissa Schaeffer
RWM™, DFA-Tax Services Specialist™
The Accounting Place
“Participating in RWM™ keeps me connected to the Financial World and it’s impact on my clients.”
Kareen Rekowski
MFA™, DFA-Bookkeeping Services Specialist™, RWM™
Kare Accounting Services
“The Society of RWM™ is a great fit for me and my work with my clients. It’s a fantastic way to collaborate with other professionals to share thoughts and ideas“
Abe Toews
CFP, CLU, CH.F.C, ICD.D,RWM™,
Beyond Wealth Consulting
“I look to the RWM™ Society Members for collaboration and sharing of information.”
Ian Wood
CFP, CLU, CHS, CIM, CEA, MFA™, RWM™
Vice President, Cardinal Capital Management Inc
“Participating in RWM™ keeps me connected to the Financial World and it’s impact on my clients.”
Doris Woodman-McMillan
DFA-Tax Services Specialist™, RWM™
President, Numbers Unlimited
“Participating in RWM™ keeps me connected to the Financial World and it’s impact on my clients.”
Beth Graddon
Marketing & Communications Manager, Knowledge Bureau
“Collaboration and effective communication with the right resources are importants part of any successful strategy in business and in life. The RWM™ model brings this to life in a way that’s often under-utilized in the tax and financial services industries. Once our students are exposed to the benefits of this approach, there’s no turning back in how they navigate the delivery of financial advice with their clients. As a client, it’s an approach that has also shaped my expectations of my own advisors.”
Allan Jacks
Senior Vice President, Business Development Knowledge Bureau
“I am excited to be enrolled in the RWM™ designation program. During my 47 + year career in various roles in the tax and financial service industry, I often witnessed the downsides of industry advisors working in silos. Financial professionals practising in a real wealth management model offer a multi-disciplinary approach to providing truly client-centric real wealth management service, after fees, taxes and inflation. The Society for RWM™ represents the culmination in recognizing and organizing this rapidly growing financial advice process. I only wonder what took it so long to get here?”
Barbara McRae
CMP, RWM™
Owner, Strategic Events
“By taking the RWM course, I better understand the need to work with trusted advisors who are collaborative. Working in a silos without communication doesn’t work when you are trying to build a wealth strategy for your family. By completing the RWM I know what to look for in working with professionals and the questions to ask my advisory team. I would highly recommend that for any family looking to accumulate wealth, ask your advisors whether they believe in a multi stakeholder approach and whether they are a member of the RWM Society.”
