Tracy U. Email & Phone Number

Tracy U. is a Private Wealth, CIBC at CIBC.

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  Private Wealth

  Cibc

  Oct 2022 - Present

  I am a Chartered Professional Accountant, Chartered Accountant (Canada) and Licensed CPA (USA). I work in Private Wealth at a Canadian bank where I help high net worth clients manage their accounts. My role is multi-disciplinary, encompassing finance, taxation, law and business transformation. My previous experience includes Big 4 assurance and tax, such as PwC, where I worked as a Manager for four years.I share the knowledge I have gained from various professional experiences to… Show more I am a Chartered Professional Accountant, Chartered Accountant (Canada) and Licensed CPA (USA). I work in Private Wealth at a Canadian bank where I help high net worth clients manage their accounts. My role is multi-disciplinary, encompassing finance, taxation, law and business transformation. My previous experience includes Big 4 assurance and tax, such as PwC, where I worked as a Manager for four years.I share the knowledge I have gained from various professional experiences to empower individuals and business leaders to generate results. I make complex subjects easy to understand and provide thorough analysis to facilitate informed decision-making. You can expect timely, quality, and unbiased advice.Professional CredentialsCPA, CA (Canada) Licensed CPA (Illinois, USA) Education Master's Degree (Finance), Rotman School of Management Professional Experience Private Wealth, CIBCTax Services, PwC Canada Taxation Policy Division, Ontario Ministry of Finance Business Lecturer, Sprott @ Carleton UniversityCommunityCPA Volunteer Show less

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  University Of Toronto - Rotman School Of Management

  Graduate Degree