Anadi Mehta's Location
Calgary, AB, CA
Anadi Mehta's Work
- Director, Tax Planning @ BMO Wealth Management - Canada
- Wealth Strategist @ CIBC Private Wealth Management
- Tax Manager - Private Tax @ Deloitte
- Manager of Tax and Compliance @ Stawowski McGill
- Private Company Tax and Accounting Manager @ Deloitte
- Manager @ Brander & Company Chartered Accountants
- Senior Tax Analyst @ Grant Thornton LLP (Canada)
- Staff Accountant @ Buchanan Barry LLP
Anadi Mehta's Education
- FP Canada
CERTIFIED FINANCIAL PLANNER (CERTIFIED FINANCIAL PLANNER)
2021 - 2022 - Society of Trust and Estate Practioners (STEP)
Trust and Estate Practitioner (TEP) designation (Trust and Estate Planning)
2015 - 2018 - CPA Advanced Tax Issues for the Owner-Managed Business
(Taxation)
2017 - 2017
- CICA In-Depth Tax Course Part I & II
(Taxation)
2010 - 2012 - CA School of Business
(Chartered Accountant)
2007 - 2009 - The University of Lethbridge
BMgt (Accounting)
2003 - 2007 - Southern Alberta Institute of Technology (SAIT)
Diploma (Information Systems)
1999 - 2001
Anadi Mehta's Skills
- Corporate Tax
- Investments
- Analysis
- IFRS
- Leadership
- Financial Accounting
- Financial Reporting
- Auditing
- Internal Controls
- Tax Accounting
Anadi Mehta's Summary
Anadi Mehta, based in Calgary, AB, CA, is currently a Director, Tax Planning at BMO Wealth Management - Canada, bringing experience from previous roles at CIBC Private Wealth Management, Deloitte Canada and Stawowski McGill & Partners LLP. Anadi Mehta holds a 2021 - 2022 CERTIFIED FINANCIAL PLANNER in CERTIFIED FINANCIAL PLANNER @ FP Canada. With a robust skill set that includes Corporate Tax, Investments, Analysis, IFRS, Leadership and more, Anadi Mehta contributes valuable insights to the industry. Anadi Mehta has 3 emails on RocketReach.
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