Q and A with the experts: Optimizing your retirement savings
Researcher provides insight into how pension holders can manage their investments to improve the odds that their retirement savings will last.
Researcher provides insight into how pension holders can manage their investments to improve the odds that their retirement savings will last.
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.
Waterloo’s School of Accounting and Finance partners with CPA Ontario and WatSPEED to deliver professional development courses
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.
Distinguished Professor Emeritus Peter Forsyth, Professor Ken Vetzal from the School of Accounting and Finance, and Graham Westmacott, portfolio manager at PWL Capital, have received the 2021 Brockett–Shapiro Actuarial Journal Award from ARIA — the American Risk and Insurance Association.
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 program will prepare a new generation of accounting and finance professionals to lead businesses through an era of environmental sustainability