Wealth Planning | Scotland Wealth Management@ Scotia Wealth Management
Ottawa, Ontario, Canada
Vivek Thareja
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Chartered Professional Accountants of Canada (CPA Canada)
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FlashIntel GPTVivek Thareja is a highly skilled accountant with 9.7 years of experience in financial accounting, tax, and tax returns. He is proficient in Microsoft Office, Caseware, and QuickBooks. Currently, he works at Deloitte LLP in Ottawa, Canada. Vivek has previously worked at Scotia Wealth Management and Deloitte in the United Kingdom, gaining expertise in total wealth planning and general management. With a strong background in finance and leadership, Vivek is a valuable asset in the field of accounting.
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About
A graduate of York University with an Honours Bachelor of Commerce (Specialization in Accounting) and a Chartered Professional Accountant, presently working at Deloitte LLP
Work Experience
Wealth Planning | Scotland Wealth Management
Financial Services
Vivek Thareja's Professional Milestones
- Manager (2014-03-01~): Implemented a new management system, improving efficiency and productivity across the organization.
- Wealth Planning | Scotland Wealth Management (2022-04-01~): Maximized portfolio performance through strategic planning and optimized wealth management techniques.
Education
Skill
Accounting
Financial Accounting
Tax Accounting
Tax Returns
Microsoft Office
Caseware
Accpac
Quickbooks
Outlook
Management
Finance
Corporate Finance
Leadership
Data Analysis
Financial Analysis
Income Tax
Tax
Auditing
Financial Reporting
Certification
Colleagues
Melissa Hogendoorn
product owner specializing in brokerage operations
Alyson Kelly
Executive Assistant | Vice President | Senior Portfolio Manager | Head Of Multi-Agement Management
Amine El Bakkouri
private banker at scotiawealth | crédit spécialiste for high net worth individual and families | working with business owner to achieve they’re financial goals
Todd Barnes
senior vice president & head scotiamcleod
Sierra Nunno
wealth advisor scotiamcleod | president of ywib calgary | lacrosse coach
Other Named Vivek Thareja
Frequently asked questions
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We found 1 Vivek Thareja's phone numbers
Vivek Thareja's social media include: Linkedin,
Vivek Thareja works for Scotia Wealth Management
Vivek Thareja's role in Scotia Wealth Management is Wealth Planning | Scotland Wealth Management
Vivek Thareja works in the industry of Financial Services
Vivek Thareja's colleagues are Melissa Hogendoorn,Alyson Kelly,Amine El Bakkouri
Vivek Thareja's latest job experience is Wealth Planning | Scotland Wealth Management at Scotia Wealth Management
Vivek Thareja's latest education in Chartered Professional Accountants of Canada (CPA Canada)
