Robin Taub Cpa, Ca Email and Phone Number
I help parents, financial advisors and wealth managers teach the next generation about money!I'm a CPA by training but I'm definitely not your “typical accountant”! I began my career at one of Canada’s largest accounting firms, but quickly transitioned into the real estate industry and from there, to the complex world of derivatives. Today, I'm a professional speaker and the award-winning author of The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life.I graduated with a Bachelor of Commerce (with High Distinction) from the Rotman School of Management at the University of Toronto and earned my Chartered Professional Accountant (CPA, CA) designation in 1989.I'm also passionate about improving opportunities for women CPAs to advance into positions of leadership. From 2008 until 2017, I was a member, and then Chair, of the Chartered Professional Accountants of Canada’s Women’s Leadership Council.Specialties: Financial literacy, Personal finance, and investing.Women's leadership in the accounting and finance profession.
Robin Taub Financial Consulting
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FounderRobin Taub Financial Consulting Apr 1999 - PresentToronto, Canada AreaRobin 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.
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Assistant Vice President, Structured FinanceCiti 1994 - 1999•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. -
Vice President Of FinanceJhs Investment Group Corporation 1992 - 1994•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 tax returns and working with external auditors and legal counsel on financial statement preparation and corporate reorganizations.•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 overall minimization of income tax liability.•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, supporting the marketing and sales of new deals, arranging investor financing and preparing all year-end income tax information.
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Taxation SupervisorErnst & Young 1989 - 1992•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. -
Field AccountantKpmg 1987 - 1989•Participated in various audit engagements as a field accountant.
Robin Taub Cpa, Ca Education Details
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Options And Futures Market -
With High Distinction
Frequently Asked Questions about Robin Taub Cpa, Ca
What company does Robin Taub Cpa, Ca work for?
Robin Taub Cpa, Ca works for Robin Taub Financial Consulting
What is Robin Taub Cpa, Ca's role at the current company?
Robin Taub Cpa, Ca's current role is Keynote speaker | Award-winning Author of The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life.
What schools did Robin Taub Cpa, Ca attend?
Robin Taub Cpa, Ca attended University Of Toronto - Rotman School Of Management, University Of Toronto - Rotman School Of Management.
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