Graduate Success Stories

Widely regarded as one of the most challenging professional exams in Canada, the CFE spans three days and rigorously tests not only technical accounting knowledge but also problem-solving, critical thinking, and decision-making abilities.  

This makes Rebecca Lee's (MAcc ’23) 2023 Provincial Gold Medal win an extraordinary achievement—one that will undoubtedly illuminate her career for years to come.

As a Mathematics/Chartered Professional Accountancy student, Nitish Sharma (BMath '14) was part of the second team that led the development of the hEDGE Financial Services Conference. Hosted annually in the heart of Toronto's financial district, hEDGE offers University of Waterloo students a comprehensive look into both sell-side and buy-side finance through six pillars of capital markets: asset management, equity and debt research, investment banking, private equity, sales and trading, and venture capital. The brainchild of School of Accounting and Finance (SAF) students, the conference’s goal is to showcase the impressive finance talent that is present at SAF and to inform students about recruitment and networking opportunities. What is particularly inspiring about the large and successful conference is that it continues to be completely student-run to this day.

The Women in Accounting and Finance: Global Summit is an event that celebrates our female leaders and showcases their accomplishments in the field of accounting and finance. This year, though virtual, was a great opportunity to hear the unique and empowering stories of the panelists from around the globe.

As the world begins to transition back to business as usual, it is more important than ever to provide forums, such as the Women in Accounting and Finance events to serve as inspiration to current students and young alums in amplifying the importance of female leadership and perspectives in business. The 2021 Global Summit event for the Women in Accounting & Finance panel discussion brought together three School of Accounting and Finance (SAF) alums to share their career stories and answer questions from event attendees.

For Carol Leaman (MAcc ’89, CPA), the solid foundation in accounting from the University of Waterloo led her toward a winding, yet interesting and life changing career path of founding early-stage technology companies and leading them through to acquisition…four times over. From the wild rides of founding to the sale of the tech companies she’s led, Leaman has remained humble with the firm belief of creating an environment and culture that empowers everyone with knowledge, transparency, and honesty. Her latest start-up, Axonify, is a demonstration of Leaman exemplifying these qualities through her leadership which has translated into multiple years of recognition for Axonify as one of the best workplaces in Canada. Axonify was acquired last April by an American private equity firm to which Leaman has remained in the leadership role to take her passion project to the next stage of growth.

Globally, 2020 has been a year of unanticipated decision-making as organizations pivoted to ensure business success, often with very tight timelines. With the common theme of the global pandemic as the driving force of these strategies, the School of Accounting and Finance leveraged its annual Women In Accounting and Finance event to invite five SAF alumni from across the globe to share their stories and insights in managing and pivoting their teams, organizations, and personal lives through the global pandemic.

As the world slowly transitions back to in-person office environments, the newly appointed Executive Vice President and Chief Financial Officer for Sun Life, Manjit Singh, (BA ’93, CPA, CFA), is excited to implement digital and people focused strategies to lead Sun Life beyond the global pandemic. The School of Accounting and Finance (SAF) caught up with the Waterloo alum to learn more about his career and where he sees the future of the financial services industry.

As the President and CEO of Sun Life, Kevin Strain (MAcc ‘90) brings close to thirty years of insurance industry experience to his new role. Strain spent much of those years with Sun Life in various finance and business roles to advance his career to eventually assume the responsibility of Sun Life’s leadership. The School of Accounting and Finance (SAF) caught up with the very busy President and CEO to chat about his career, how he hopes to lead Sun Life beyond the global pandemic, and why he chooses to give back to Waterloo to help build future talent.

With the start of the fall term, our community is getting ready to return to campus, and so it is a great time to be introduced (or re-introduced) to some of our faculty and staff. Candid, enlightening, serious, and not-so-serious, our Q&A series allows the personalities of the faculty and staff members who make up the School of Accounting and Finance community to shine.

This week, we interview David Ha (MAcc ’09), Professor and MAcc Co-Director, who has been with the School for ten years. Fun fact: At Grad Ball when Ha was a university student at Waterloo, he was voted by his class as most likely to become a professor one day—guess they were spot on in their assessment! 

A pair of Waterloo alumni are helping families deliver math in a fun and engaging way.

Prodigy Game, developed by two University of Waterloo Engineering grads, has filled the resource gap for building math skills and confidence, especially during the present school-year interruption due to COVID-19.

To celebrate Canadian Beer Day, we caught up with Phil Hipkiss (BAFM ’10, CPA, CA), the co-founder of Block Three Brewing Company in St. Jacobs, Ontario. In addition to the craft brewery, Hipkiss is also CFO and VP of Finance for the hearing aid manufacturer, WS Audiology.

Hop, hop, hurray! Cheers to another SAF Alumni Story.

For many, gone are the water cooler and lunchroom conversations that while mundane, were important in staying connected with colleagues. Workplace rituals we’ve long taken for granted have been removed by the pandemic. You would expect that these changes could be detrimental to every company’s culture, however, employees like Siddhi Purohit (MAcc’08) are currently very impressed with their employer’s culture and the values exhibited during the pandemic.

Boris Bong (MAcc ’94, MSc Finance (UK), CPA), like many of his peers completed co-op work terms in the field of accounting throughout his undergraduate career. After attaining his CPA designation, Bong sought a career path beyond accounting and pursued a Master of Science in Finance at the London Business School (UK). He then built his finance career by working in Canada, the UK and Hong Kong for EY, Barclays Capital, Prudential plc, Search Investment Group, and JP Morgan Asset Management. SAF caught up with our accomplished alum to learn more about his career path and his insights and observations of the financial industry in Asia, where he now resides.

Since we last caught up with Arthur Wang (BAFM, MAcc ’13) in 2019, his career hasn’t slowed down one bit. As an estate planning specialist at RBC Wealth Management Financial Services, Wang has been focussed on building and expanding his team, and on pursuing professional development opportunities. Most recently, he’s obtained his Trust and Estate Practitioner (TEP) designation and Certified Financial Planner (CFP) designation.

Two points Susan Uthayakumar (MAcc ’95) wants to make clear: Sustainability is not just a trend, and climate change is not an ‘if’ but a ‘when’. As president of the Global Sustainability Business Division at Schneider Electric, Uthayakumar advocates for diversity and green practices in business to not only save our environment but to stay relevant in the marketplace.

When running due diligence on transactions and tax planning on multi-million-dollar deals, what exists between Jocelyn Blanchet (MAcc '00) and Benjie Thomas (PDAcc '98) is a desire to deliver the best with a unique camaraderie and mutual trust.

However, it wasn’t always like that. They were once professional competitors, which began with their time at the University of Waterloo.

The value and potential profitability of being environmentally conscientious has placed more accountability on corporations to be transparent about how they get to their bottom line. Consumers and investors, and increasingly, younger investors are wanting to align their investment choices with their own values of environmental sustainability, equity, and human rights.

Like many freshman university students, Dinesh Balakrishnan (MAcc ’14) did not have a definitive goal in mind for his career. One certainty was his vision to build a career focused on supporting others and providing value. “A vague goal but I felt it resonated with my core, gave me purpose, and started to define what ‘success’ meant to me.” Graduating from Waterloo’s accounting and finance programs may not seem like the most direct pathway to a career in helping others, so the School of Accounting and Finance (SAF) caught up with the 2020 SAF Young Alumni Award recipient to gain a better perspective of his circuitous career path.

In a year defined by the global pandemic, it is more important than ever to recognize and acknowledge those who have positively impacted our businesses and communities. Being named in 2020 as the School of Accounting and Finance’s (SAF) Alumni Achievement Award recipient, alum Pamela Steer (MAcc ’94, FCPA, FCA, CFA) is honoured by the recognition and will be using it as a way to benefit future students of SAF and the University.