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Sameer Ansari is listed as Wealth Manager at Beach Street Wealth, based in Oakville, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Sameer Ansari.
Sameer Ansari previously worked as Financial Consultant at The Better Life Co. and Senior Financial Analyst at The Better Life Co.. Sameer Ansari holds Bcomm Honors, Cga, Cpa, Business/Commerce, General from Laurentian University/Université Laurentienne.
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With over 15 years of financial services industry, I have the privilege of working with a select group of high-worth families to acquire, grow and preserve wealth, and create lasting legacies.
Listed skills include Account Reconciliation, Variance Analysis, Financial Reporting, Finance, and 13 others.
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Oakville, Ontario, Canada
Create Wealth for our clients using an holistic approach to Wealth Management. My major responsibilities are:- I support clients with Tax Strategies- Establish banking structures for small business and personal finance- Reviewing business procedures- Governmental Registrations- Prepare tax audits- Work with strategic partners in providing support to our clients in all aspects
Oakville, Ontario, Canada
Support Existing clients with queries - Business and PersonalForecast and prepare plan presentationsInvolvement in the review and enhancement of company procedures
Support and coordinate Analyst team with ongoing projectsFinancial Statements PreparationsAnalysis and ForecastsPrepare Corporate Tax, HST and other regulatory returnsTax Planning
Toronto, Canada Area
Assisted clients Billing related functions, queries and issuesInvolved in the development of new procedures with the Billing department for the merger of Manulife (Toronto) and John Hancock (Buffalo)Lead and participate on various ad hoc projectsAnalyzed monthly operating results to highlight potential issuesIdentify and investigate discrepancies through variance analysis
Toronto, Canada Area
Assisted Month End Reported directly to the ControllerJournalized monthly accruals and reversals, closed financial booksGeneral Ledger ReconciliationHelped Controller to prepare Quarterly and Year-end Financial StatementsDeveloped, analyzed and debugged general ledger concepts and proceduresComputerized work order/purchasing system and project accounting Assisted in preparing annual Corporate Tax returnDeveloped procedures and time schedules to ensure on-time government reporting
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Sameer Ansari works for Beach Street Wealth.
Sameer Ansari is listed as Wealth Manager at Beach Street Wealth.
Sameer Ansari is based in Oakville, Ontario, Canada while working with Beach Street Wealth.
Sameer Ansari has worked for Beach Street Wealth, The Better Life Co., Manulife, and International Traders.
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Sameer Ansari holds Bcomm Honors, Cga, Cpa, Business/Commerce, General from Laurentian University/Université Laurentienne.
Sameer Ansari is listed with skills including Account Reconciliation, Variance Analysis, Financial Reporting, Finance, Accruals, Strategic Financial Planning, Business Analysis, and Financial Analysis.
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