Robin Taub Cpa, Ca Email & Phone Number

Toronto, Canada Area

Robin is a professional speaker and the award-winning author of The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life. Robin is an advocate of youth financial literacy and appears often in the media in both Canada and the U.S.

• Marketed and sold derivative instruments to Canadian financial institutions.
• Structured innovative solutions to help clients manage their exposure to various risks.
• Prepared detailed reports and analysis of the performance of the Canadian Structured Finance Group to management in New York
• Developed in-depth knowledge of capital markets, particularly derivative products, including options (exchange-traded and OTC), swaps and forward contracts, on equities, interest rates and foreign currencies.
• Clients included Schedule A banks, trust companies, credit unions, insurance companies, pension and mutual funds and money managers.

• As Financial Controller, designed and implemented an accounting system for the real estate syndication business, reviewing monthly financial statements prepared by external managers, preparing corporate and personal.
• As Treasurer, prepared operating budgets and statements of cash flow, managing cash balances in over thirty bank accounts, preparing corporate and personal statements of net worth and initiating tax planning to ensure.
• Syndication activities included structuring syndication projects in Canada and in the United States, preparing investor statements of tax savings, cash flow and ROI, making presentations to potential investors.

• Involved in various corporate reorganizations including amalgamations, wind-ups, purifications and crystallizations and butterfly transactions.
• Prepared income tax opinions to be included in offering memorandum of real estate syndication investments.
• Reviewed corporate and personal income tax returns.

• Participated in various audit engagements as a field accountant.

Bachelor Of Commerce (B.Com.), Options And Futures Market

B. Comm., Accounting And Finance, With High Distinction