Kirk Oldfield Email
Consultant @ Investors Group
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Kirk Oldfield Location
- Burlington, ON, CA
Kirk Oldfield Work
- 2003 -now Consultant @
- 1989 -now Professional Tax Preparer @ Oldfield & Pacheco Accounting
- 1998 -2003 Senior Financial Analyst @
- 1992 -1998 Accountant @ Rodenstock
Kirk Oldfield Education
- Society of Management Accountants of Ontario
CMA (Management)
1994-1996 - Brock University
BAcc (Commerce)
1990-1994 - Mohawk College
Accounting (Business)
1989-1990
Kirk Oldfield Skills
- Finance
- Retirement Planning
- Investments
- Strategic Planning
- Estate Planning
- Financial Services
- Retirement
- Financial Planners
- Forecasting
- Cross-functional Team Leadership
- Strategic Financial Planning
- Business Strategy
- Financial Advisory
- Tax
- Financial Analysis
- Critical Illness
- Business Planning
- Mergers & Acquisitions
- Financial Planning
- Financial Modeling
- Employee Benefits
- Insurance
- Executive Management
- Disability Insurance
- Income Tax
- Budgets
- Financial Reporting
- Cross Functional Team Leadership
- Mergers and Acquisitions
Kirk Oldfield Summary
- Kirk Oldfield, based in Burlington, ON, CA, is currently a Consultant at IG Wealth Management. Kirk Oldfield brings experience from previous roles at Oldfield & Pacheco Accounting, Baxter and Rodenstock. Kirk Oldfield holds a 1994 - 1996 CMA in Management @ Society of Management Accountants of Ontario. With a robust skill set that includes Finance, Retirement Planning, Investments, Strategic Planning, Estate Planning and more. Kirk Oldfield has 1 emails on RocketReach.
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