The Acuity Awards: Knowledge Bureau Graduates Recognized

Knowledge Bureau Graduates, Designates and instructors were recognized for their stellar achievements in continuing professional development and specialization of skills at the Acuity Conference for Distinguished Advisors in Montreal.  In addition, selected organizations and individuals were bestowed special awards that recognized the tremendous impact they make in their industries. Please join us in congratulations this year’s honourees and take a peek at the photos and videos of the celebrations!

Honor Roll.  Recognition of graduates who have attained 90% or better on their Knowledge Bureau certificate programs over the past two academic years ending June 30,  2024. Knowledge Bureau was  pleased to invite  156 graduates.  Congratulations!

TOP STUDENT

The individual with the highest average mark in 2024 throughout all programs taken.

PRIZE: Knowledge Bureau Scholarship: DAC 2025

WINNER: David Ohayon, MFA

Scholar Program Graduates.  These graduates are working successfully towards their DMA™ designation which requires 6 certificate courses taken from one of 5 areas of specialization: personal tax, corporate tax, accounting services, small business management services.  Knowledge Bureau is pleased to honor 22 active students with an average mark of 90% on their course completions

Outstanding Designates.  The top graduates in each of the DMA™(74) Specialist programs, the MFA-P™(128) and the RWM™(43)  Designation programs will be honored.  Present at the Acuity Awards ceremony were the following:

CELEBRATE OUR RECENT DESIGNATES

Favorite Instructor.  This is the instructor in Knowledge Bureau’s curriculum (online and at the CE Savvy Summits) who is rated the highest over the past year by their students. 

Knowledge Bureau is pleased to honor Carol Willes, LLB, MBA, LLM, TEP, FDFS™.  Play video.

FAVORITE INSTRUCTOR AWARD WINNER

Instructor with the most positive evaluations!

PRIZE: Knowledge Bureau Scholarship: DAC 2025

WINNER: Carol Willes, LLB, MBA, LLM, TEP, FDFS

Marquis Firm

The firm that has been most committed to educational excellence within their industry by enrolling in the most courses within Knowledge Bureau education programs.  Knowledge Bureau is pleased to honor three outstanding clients who have committed most significantly to lifelong learning pursuits in their profession:   The Award went to OneLife Wealth Management of Ottawa with 41 graduate certificates.   Play video.

Top Disruptors Award

The firm that has changed their operating model in the most impactful way to scale their multi-disciplinary practice:  Knowledge Bureau is pleased to honor Joanne Thomas, founder of Tax Link Canada who is expanding its network as an RWM practice in the north with 8 connected firms. Play video.

RWM Advisor of the Future Award

The firm that has most sustainably adopted the RWM™ program in their practice model.  Knowledge Bureau is pleased to honor Stefanie Kellar, CEO of Stellar Wealth & Tax. Play video.

Lifetime Achievement Award

The individual who has throughout their career been most influential in advancing their knowledge, skills, contacts and experience for high impact.  Knowledge Bureau is extremely pleased to honor Barbara Wigle, Bowyer Wigle, Inc. in Burlington, Ontario.

Winners receive complimentary admission to the awards dinner for themselves and their gifts and gift certificates towards the conference registration.  

Knowledge Bureau’s students are a diverse group. They may be seasoned tax professionals or starting out in new careers. They may be entrepreneurs seeking a solid understanding of the business world or part of a team of advisors learning how to hone the edge of their professional success.

Whatever their personal ambitions, our students all undertake a journey to become adept at serving highly-informed clients who value tax and financial advisors with knowledge and insight.

Knowledge Bureau’s educational programs are designed to help advisors transition in their meetings with wealthy clients—or those who are accumulating wealth—to multi-faceted financial solution providers. Our students graduate from their programs with the background and capability to communicate with a professional advisory team made up of accountants and lawyers.

FDFS AWARDS

These Distinguished Fellows are honored for their distinguished services as influential thought leaders, who have demonstrated a commitment to the noble cause of teaching and writing by engaging others in the high standards of knowledge they share. In doing so, they have also demonstrated an extraordinary commitment to shaping the future of the tax, accounting and financial services industries.