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After meeting Minghao Ji, from Bain & Company, at the UWMCC competition, I asked him if he would like to be a speaker at our class during a virtual coffee chat. Not only did he agree, but he also brought a private equity partner, Andrew Edwards, and a Waterloo alumnus, Cameron Capel, to help maximize our learning experience. This opportunity became a truly amazing interview.

Isolated cubicles and endless hours of routine number crunching – that’s the impression many people have of what working in tax entails. Through the Young Tax Professionals program, I learned how the profession continues to evolve with emerging technology and changing laws. What became crystal clear to me was that the opportunities in tax are truly endless and are not one-size-fits-all.

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I had the opportunity to lead our meeting with John Nicola, the Founder, Chairman & CEO of Nicola Wealth. With a background like no other, I found his insights, as well as the delivery of those insights to be extremely unique. With conviction, John spoke about some of the fundamental principles he abides by as he continues to grow his business.

Wednesday, July 8, 2020

Preparing for the global stage

Isaac, a 4th year AFM student met with SAF to talk about his experience with this program and how it prepared him for the recent CFA Institute Research Challenge (IRC). "Every student coming into SAF had heard about the 2016 team’s win on the CFA IRC international stage with Canadian Tire. As a result, I was always keen to represent Waterloo on a larger stage and knew this was a great opportunity."

Wednesday, July 8, 2020

The road to regionals

Mitchell, a 4th year AFM student met with SAF to talk about his experience with this program and how it prepared him for the recent CFA Institute Research Challenge (IRC). "It was the hard work and commitment that our team put in which ultimately made the difference. Our team members during that time were either on co-op or exchange and so it took a lot of planning and dedication for us all to stay connected."

Putting the knowledge I obtained from SAF to the test 

I spent my last co-op work term as a business finance co-op student at the Ontario Public Service, more specifically, the Ministry of Economic Development, Job Creation and Trade. I didn’t work directly with Premier Doug Ford, but I did receive a few emails from him!

From office to home, the new working reality amid COVID-19

To prospective UWaterloo students, I would like to share a recap of my Winter 2020 co-op experience as one that was very unexpected, yet valuable. The skills I developed as a student in the AFM program prepared me for the new working reality during my first work term.

Like many of us, Miljana Prelic, Performance Measurement Analyst at SAF is learning to adjust to the new remote workplace. A big difference for Miljana is that she has a new co-worker, Oliver, her toddler at home. We wanted to catch up and find out how she is managing the new normal and if she has any insights to share.