Episode from the podcastIntroduction to Wealth Management Services for the CPA Practitioner

Introduction to Wealth Management Services for the CPA Practitioner

Released Tuesday, 14th July 2020

Good episode? Give it some love!

Introduction to Wealth Management Services for the CPA Practitioner

Introduction to Wealth Management Services for the CPA Practitioner

Tuesday, 14th July 2020

Good episode? Give it some love!

Rate Episode

List

Podchaser Pro

In this special introductory podcast listen to John Waters, CPA, CA, CFP, TEP, Vice-President, Director of Tax Consulting Services at BMO Wealth Management and Joseph Micallef, CPA, CA, National Tax Leader Financial Services for KPMG.

Show More

Rate

List

Get this podcast via API

From The Podcast

In this special introductory podcast listen to John Waters, CPA, CA, CFP, TEP, Vice-President, Director of Tax Consulting Services at BMO Wealth Management and Joseph Micallef, CPA, CA, National Tax Leader Financial Services for KPMG provide their thoughts on what CPA practitioners need to know if they want to start offering Wealth Management Services. In particular the podcast will discuss the following: 1) Identify what wealth management services entail and what type of qualifications practitioners need before being able to provide wealth management services to their clients,2) Review over which types of client profiles might be beneficial for CPA practitioners to approach to offer wealth management services and how practitioners can execute the transition to providing wealth management services in their practice, and finally3) learn about what general restrictions practitioners need to be aware of in regards to providing wealth management services in Canada.

Join Podchaser to...

Rate podcasts and episodes
Follow podcasts and creators
Create podcast and episode lists
& much more

Do you host or manage this podcast?
Claim and edit this page to your liking.

,

Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More