Andrea Robey > CPA, CA, CFP
Get to know Andrea Robey...
Client Service Manager, S+C Partners LLP, 2014 to present; Client Service Accountant, S+C Partners LLP, 2010 to 2013; Co-op student, 2007 to 2009. Responsible for a client base including businesses in the following industries: Professionals, manufacturing, distribution, architectural practices, construction and real estate, film and theatre, and other services.
Professional Organizations and Educational Achievements
CPA Canada, Chartered Accountant, 2011;
Bachelor of Business Administration, Co-op option (Honors), Minor Psychology, Wilfrid Laurier University, 2009;
Financial Planning Standards Council, Certified Financial Planner, 2014.
Activities and Memberships
CPA Ontario, 2007 to present;
CPA Canada, 2007 to present;
Financial Planning Standards Council, Certified Financial Planner, 2013 to present;
Peel Woman’s Networking Group, 2010 to present.
| March 12th. 2018
Technical Failure in Charitable Giving Provisions at Death
February 28th. 2018
FEDERAL BUDGET COMMENTARY
February 22nd. 2018
2017 T1 Checklist