Society of Real Wealth Managers™ Directory

Society of RWM™

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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™
Canada Life Securities Ltd

“By joining the society of like-minded Real Wealth Managers™ (RWM™), with varying financial expertise and who collaborate under the Real Wealth Management Framework, I truly feel that I can offer clients holistic wealth advisory to enable 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. “


​Doug Buss

CLU, CPCA, CFP, CEA, RWM™
President, Your Style Financial Inc

“I help business owners, their employees and families achieve their dreams by taking a holistic approach to financial planning. We look at all areas of investment, insurance, tax & estate planning. I want to work with like-minded advisors to help our clients accumulate, grow, preserve and transfer their wealth.”


Marian Chan

EPC, RWM™
Certified Financial Planner,
Marian Chan Insurance & Financial Services Ltd


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.“


​Jan Fraser

CFP, CLU, CEA, RWM™
Senior Financial Planner
Fraser & Partners

“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.”


​Tammie Gilbert

CPB, RWM™
Owner
TMG Business Services

” I joined the Society of RWM™ to network with like minded people and to learn valuable techniques. I can take the knowledge and skills learned and apply them to giving our clients value added services to help them grow.”


​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.”


Doug Nelson

B.Comm(hons), CFP, CLU,MFA™, CIM, RWM™
President, Nelson Financial Consultants

“Participating in RWM™ keeps me connected to the Financial World and it’s impact on my clients.”


Derek G. Nicoll

CFP,CHS RWM™
Partner, Finuity Wealth

“A client’s wealth management and financial planning needs are best met when they can trust that all of their advisors are working in collaboration and cohesively to serve their best interests.“


​Allan Norman

CFP, CIM, RWM™
Founding Partner, Atlantis Financial Inc

“The Society of Real Wealth Managers™ brings together the individual specialties that provide the overall financial well-being of the client.”


Vongsa Phommarath

MFA™ RWM™
GVP Business Services

“Assisting individuals to accumulate wealth is complicated work. Effective advisors need to understand tax, business, finance and investment. I really need to rely on the updated information from a reliable educational organization.”


​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.”


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“


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.”


Stephanie Stewart

CFP, CLU, CIM, CIWM, CEA, DMS, FMA, FCSI, RWM™, TEP, Certified financial planner
Affluence Partners Inc

“Participating in RWM™ keeps me connected to the Financial World and it’s impact on my clients.”


Mark Taucar

CFA, RWM™
Portfolio Manager, Accilent Select

“Participating in RWM™ keeps me connected to the Financial World and it’s impact on my clients.”


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.”


Joanne Thomas

DFA-Tax Services Specialist™, RWM™
CEO, Tax Link Canada

I joined the Society of Real Wealth Managers™ to be part of a group of professionals who have their client’s best interest at the forefront and continue learning to ensure that they can provide that service.”


Robyn K Thompson

CFP, CIM, FCSI, RWM™,
President, Castlemark Wealth Management Inc

“This is a challenging time for building wealth, saving for retirement, and planning yourestate. The need for tailored wealth management solutions has never been greater. The Society of Real Wealth Managers provides a platform for collaboration amongst the industry’s thought leaders and decision makers. Together we are stronger.”


Chris Valentine

MFA™, DFA-Tax Services Specialist™, RWM™
Financial Security Advisor,
One Life Wealth Management Inc

“I have learned so much from Evelyn and Knowledge Bureau and I am pleased to have the opportunity to help others.”


Theresa Wever

MFA™, CFP, EPC, RWM™
Branch manager & Financial Advisor,
Wever Financial

“Belonging to the Society of RWM™ allows me to work with like minded professionals to continue to help our clients have the best possible tools available to them to improve their overall goals and aspirations for their own wealth and their family’s wealth.”


Blair Whitford

CFP, RWM™, BCom
Founder, LocusMD Inc

“I joined the Society of RWM™ to help foster and cultivate the sharing of ideas in order to maximize the effectiveness of our calling as Real Wealth Managers™ - which is to help people improve their lives through better financial decision making.”


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.”


Knowledge Bureau Partners


​Alan Gordon

Director of Operations, Knowledge Bureau


​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.”