Work resume
CA firm Maritimes 10 years
CA firm national 3 years
CA firm sole proprietor 20 years
Investment advisor 10 years
Work experience
Recently tax consultant fort McMurray 3 years seasonal
Preparing corporate estate and individual tax returns
Estate executor
Personal representative tax court of Canada
Advising tax-efficient investment plans
Advising will structures
Advising shareholder agreements
Preparing business plans
Preparing registered charity returns
Preparing non-resident tax returns
Acting as power of attorney for seniors with limited capacity
Education
Bachelor of Business Administration
Chartered Accountant (retired)
Licensed insurance sales ( retired)
Licensed investment advisor ( retired)
Licenced options trader (retired)
Work resume
Seasonal tax preparer national CA firm 5 years
Seasonal tax preparer local CA firm 10 years
Seasonal tax preparer accountant 5 years
Work experience
Prepared personal returns
Prepared t4 and summary for clients
Prepared monthly accounting for clients
Prepared requests for tax adjustments for clients
Prepared GST returns for clients
Prepared PST returns for clients
Education
Tax training with national CA firm
University accounting course
IncomeTaxPro.ca 601 Sherbrooke Rd Summerside PE, Canada Phone 902.436.5005