Charlie Mcvean Email & Phone Number

Toronto, Ontario, Canada

Toronto, On

DEBT MANAGEMENT/CREDIT COUNSELLING • Customer Service• Debt Management Services, provide options to individuals with financial difficulty• Credit Counselling Services, budgeting• Review of previous tax returns when dealing with CRA tax driven. Personal & Directors Liabilities • Review Equifax and TransUnion Credit Report and help remove negative comments • Provided assistance with re-establishing creditGENERAL BOOKKEEPING• Maintain books and records… Show more DEBT MANAGEMENT/CREDIT COUNSELLING • Customer Service• Debt Management Services, provide options to individuals with financial difficulty• Credit Counselling Services, budgeting• Review of previous tax returns when dealing with CRA tax driven. Personal & Directors Liabilities • Review Equifax and TransUnion Credit Report and help remove negative comments • Provided assistance with re-establishing creditGENERAL BOOKKEEPING• Maintain books and records, financial statement• Process accounts payable & receivable documentation electronically and on paper• Process bank reconciliations and financial reports to verify practice of proper due diligence• Process payroll, electronic deposit and employee pay adjustments; Remit source deductions• Processed journal entries, online transfers, and payments• Collections of outstanding accounts• Personal Income Tax Preparation• Complete and remit GST/HST returns Show less

Mississauga, Ontario, Canada

Estate Administrator, Credit Counsellor

Toronto, Ontario, Canada

• Conduct initial interview • Prepared and review all relevant BIA documentation: • Statements of Affairs• S.170 Reports• Court Orders and Affidavits• Certificates of Discharge• Trustee’s Supplementary Reports to Court• Pre and Post Bankruptcy Tax Returns• Final Statements of Receipts and Disbursements

Toronto, Ontario, Canada

Credit Counselling Services

Toronto, Canada Area

• Provided strategic management and supervision of staff, ensuring employee efficiency and organization.• Prepared all statutory notices requirements pursuant to the BIA relating to bankruptcies, proposals, receivership, restructuring engagements.• Conducted Initial Interview, including mailings, arranging publications, preparing statutory documents and reports,• Prepared all correspondence to debtors, creditors, the CRA, the 058 and the Court.• Assisted Trustee, resolving… Show more • Provided strategic management and supervision of staff, ensuring employee efficiency and organization.• Prepared all statutory notices requirements pursuant to the BIA relating to bankruptcies, proposals, receivership, restructuring engagements.• Conducted Initial Interview, including mailings, arranging publications, preparing statutory documents and reports,• Prepared all correspondence to debtors, creditors, the CRA, the 058 and the Court.• Assisted Trustee, resolving technical issues.• Executing PPSA searches and Insolvency Name searches.• Credit counselling.• Realization of assets, taking possession and disposal of assets.• Prepared 5.170. Reports and Discharge Certificates & Certificate of Full Performance.• Prepared and filed all court materials; attended court on Discharge Hearings, Motions, and Creditor Oppositions and attended Mediation settlements with 058.• Arranging meetings of creditors/inspectors; prepared notices, minutes, and resolutions.• Reviewed Proof of Claims, WEPP-claims, dealing with the Ministry of Labour, (Employment Standard Officer).• Bank Reconciliations, prepare all cheques.• Prepared Tl Income Tax Returns, Prior, IN, Pre and Post, GST/HST returns for Trustee's review.• Drafting Statements of Receipts and Disbursements for the Trustee's review and signature. Show less

Insolvency

Certified Insolvency Administrator Course

Certified Insolvency Counsellor