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.”

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. “

​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.”

Marian W.M Chan

EPC, RWM™
Director, Financial Advisor
Marian Chan Insurance & Financial Services Ltd

“I employ the tools provided by RWM™ when I give the guidance to my clients. With this enhanced knowledge, it gives me more confidence to meet with my clients”

​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.”

​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.”

Derek G. Nicoll

CFP,CHS RWM™
Partner, Finuity Wealth

“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.”

Vongsa Phommarath

CFP,CHS RWM™
GVP Business Services

“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.“

​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.”

​Doug Nelson

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

“I believe in the importance and power of thoughtful planning. The key is to never make assumptions but instead to always understand the math. When you go broad and deep in your analysis, you will always be surprised what you find.”

​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.”

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“

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.”

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.”

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.”