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Meet the Members of the Society of Real Wealth Managers™
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
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.”
