Robert Falvo
Vice President - High Net Worth Planner, Td Wealth @TD
Montreal, QC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2024 — Present
Vice President - High Net Worth Planner, Td Wealth @TD
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EDUCATION
2011 — 2012
McGill University
Graduate Certificate in Accounting Practice
2007 — 2010
Concordia University
Bachelor of Commerce
2013 — 2016
Chartered Professional Accountants of Canada (CPA Canada)
In-Depth Tax Course, Part I,II,III
SKILLS
Us TaxIncome TaxAspeCorporate TaxTaxAccountingPersonal Income Tax ReturnsExpatriate TaxCanadian GaapTax AccountingTax PreparationIfrsInternational TaxAssurance
ABOUT ROBERT FALVO
Experienced manager, tax expert and financial planner with a demonstrated history of working with corporations of all sizes and high net worth individuals to meet their financial goals. Being a seasoned professional, team leader, and self-starter, I bring my clients a trusted and comprehensive perspective.
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