Personal and Corporate Wealth Management - May
Preferred learners
- Canada
- Academic experience or paid work
Categories
Skills
Project scope
- What is the main goal for this project?
-
Summary
Finance Students abilities may include but are not limited to nor required:
Analyze a company's financial statements and calculate major financial ratios including capital dividend account
Understand opportunities that exist with corporate and personal tax mitigation
measure and appraise projects financial feasibility using IRR vs other options
Valuation of corporate shares and how it can effect estate and succession planning
Propose the optimal portfolio mix for an investor
Calculate the weighted average cost of capital
comparing financial position with competitors
What can our company do for your students?
- Provide hands on experience dealing with real clients and real situations
- Learn how to use AI based financial planning tools
- Keep abreast to the advances in Fintech
- Understand the value of financial planning advice
- An opportunity for an assistant or associate role within the company
- Understand why specific solutions are put in place
- What is the main goal for this project?
-
Summary
Finance Students abilities may include but are not limited to nor required:
Analyze a company's financial statements and calculate major financial ratios including capital dividend account
Understand opportunities that exist with corporate and personal tax mitigation
measure and appraise projects financial feasibility using IRR vs other options
Valuation of corporate shares and how it can effect estate and succession planning
Propose the optimal portfolio mix for an investor
Calculate the weighted average cost of capital
comparing financial position with competitors
What can our company do for your students?
- Provide hands on experience dealing with real clients and real situations
- Learn how to use AI based financial planning tools
- Keep abreast to the advances in Fintech
- Understand the value of financial planning advice
- An opportunity for an assistant or associate role within the company
- Understand why specific solutions are put in place
- What tasks will learners need to complete to achieve the project goal?
-
No deliverables exist for this project.
About the company
- https://www.linkedin.com/in/tristanblackwoodcanada/
- 0 - 1 employees
- Unknown industries
I am a Wealth Management Consultant licensed in BC, Alberta, and Ontario. I work with business owners and incorporated professionals focusing on growing company and personal wealth, managing risk, and reducing tax expenditure.