Economic Statespersons: Leadership at the Next Level

EVELYN JACKS, DMA™, RWM™, MFA-P™, FDFS™, Founder and President, Knowledge Bureau introduces the 2024 Fellows of Distinguished Financial Services and Provides the Vision for their Special Mission.

Knowledge Bureau has defined economic statespersonship as the diplomacy of skilled, respected and experienced leaders to influence economic justice by bringing their wisdom to others, and has recognized leaders who have aspired to these ranks.   “We are extremely proud to introduce you to the Fellows of Distinguished Financial Services who hold the exclusive FDFS™ initials behind their name,” said Evelyn Jacks, President of Knowledge Bureau.

“Our honored FDFS™ recipients epitomize excellence in their field of endeavors, as well as a passion for sharing knowledge and negotiating fair, and wise outcomes within their Circles of Influence. “  Please read more about these honorees below:

The FDFS™ Hall of the Fellows of Distinguished Financial Services – Last Year’s Honorees  

This Year’s Honorees will be announced at the exclusive, private St. James Club, Montreal.

Why Statespersonship is so impactful today.  Never before have taxpayers been as challenged by rapidly changing tax and economic policy driven by massive government debt and technological change.  In particular, taxpayer rights to plan affairs within the framework of sound, fair, equitable and simple tax law have been significantly eroded with recent federal budgets that have passed with retroactivity. 

Canadians’ investment, retirement, succession and estate planning opportunities – and the health of the economy -  also have been eroded on an unprecedented level - all during fragile, post-pandemic, inflationary times. Debt and debt financing costs are swoon-worthy; so are new spending estimates. The new powers given to bureaucracies over taxpayers are concerning, as well. 

The FDFS™ certification mark is awarded to worthy recipients, based on a criteria of demonstrated thought leadership in sharing knowledge through education, writing, lectures, coaching and mentorship relating to tax, accounting, financial literacy, economic, wealth management and  financial services. 

The Fellows of Distinguished Financial Advisors share an ongoing commitment to thought leadership with their fellow FDFS™ award winners.  In 2024, their annual opportunity is at the Acuity Conference for Distinguished Advisors (DAC) participating in the “RWM™ Off the Record” Brunch and the FDFS™ Awards, both on Sunday November 10, 2024 at the St. James Club.     There is no charge for Fellows to attend the two events. 

A reduced fee is provided for advisors who wish to attend the entire conference with an early registration offer that ends September 30. Checkout the official DAC conference site and full agenda here: To Attend DAC at Special FDFS™ Rates contact carol.scott@knowledgebureau.com or call us at 1-866-953-4769 for personal registration assistance.

For other potential attendees:  If you are not already motivated to influence tax and economic change for the betterment of all Canadians, come to take in the inspiring agenda at the Acuity Conference for Distinguished Advisors in Montreal November 10-12.  Together with fellow regenerative thinkers, visionaries and influencers, you’ll be gently nudged to focus on a new direction: how to amplify your talents and leadership skills to the level of collaborative statespersonship and use diplomacy and set the stage for change!

For the interactive DAC Agenda and speaker topics visit the official website often!    

Thank you to our distinguished sponsors for making this celebration possible!