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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.
Delivering lifelong learning
Waterloo’s School of Accounting and Finance partners with CPA Ontario and WatSPEED to deliver professional development courses
Professor Ken Vetzal and colleagues receive the 2021 Brockett-Shapiro Actuarial Journal Award
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.
Learning quickly and adapting under pressure
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.
Leaders in private equity advisory: A match made in transaction heaven
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.
Canada’s first degree to merge sustainability and financial management now on offer
The program will prepare a new generation of accounting and finance professionals to lead businesses through an era of environmental sustainability
Finding common ground for environmental, social and corporate governance (ESG) reporting
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.
Mike Garvey Alumni Lifetime Achievement Award
On a wintry day in 2019, the School of Accounting and Finance (SAF) celebrated alumni, donors, and scholarship winners at the annual SAF Awards Celebration event…one of the last in-person celebrations before the global pandemic.
Celebrating 25 years of tax research impact
The Waterloo Centre for Taxation in a Global Economy (Tax Centre) has taken a significant role in advancing and supporting tax research and education, not only at the University of Waterloo, but across Canada. As the Tax Centre enters its 25th year, Ken Klassen (MAcc ’89), Director of the Tax Centre and professor with the School of Accounting and Finance (SAF), sits down for a conversation about the Tax Centre's accomplishments and the influence that it has had on the accounting profession and the SAF curriculum.