Bobby Halpern
Greater Toronto Area, Canada,Canada
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Bobby Halpern is a seasoned and dual-certified financial professional, holding both the Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP) designations. With over a decade and a half of experience, Bobby specializes in providing comprehensive financial advisory services to individuals, families, and business owners. His expertise spans strategic tax planning, wealth management, retirement planning, investment strategy, and estate planning. Bobby is dedicated to understanding his clients' unique financial goals and crafting personalized strategies to help them achieve financial security and growth. He is known for his analytical skills, ethical approach, and commitment to client education, ensuring they are well-informed to make sound financial decisions.
Professional Summary
Bobby Halpern's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Advanced Tax Strategy Certification
Completed an advanced certification program focusing on complex tax planning for high-net-worth individuals and corporations, enabling significant tax efficiencies for clients.
Client Portfolio Growth Excellence
Consistently guided client investment portfolios to achieve above-benchmark returns for 5 consecutive years through diligent market analysis and strategic asset allocation.
Community Financial Literacy Advocate
Volunteered over 200 hours to lead financial literacy workshops for underserved communities, empowering individuals with essential money management skills.
Top Performer Award - Wealth Management
Recognized as a top performer within his previous firm's wealth management division for outstanding client service and asset growth in 2021.
Educational Background
CA, Chartered Accountant
Chartered Professional Accountants of Canada (CPA Canada) - Year 2012
Executive Program - Board HR Committee
University of Toronto - Rotman School of Management
CPA, Chartered Professional Accountant
Chartered Professional Accountants of Canada (CPA Canada)
B.Comm, Ted Rogers School of Business Management
Ryerson University - Year 2006
CFP, Certified Financial Planner
Financial Planners Standard Council
FMA, Financial Management Advisor
Canadian Securities Institute
Wealth Management Course
Canadian Securities Institute - Year 2007
Canadian Securities Course
Canadian Securities Institute - Year 2006
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Company Overview
WonderFiWonderFi Technologies Inc. is a leading technology company on a mission to create better access to digital assets through compliant and regulated centralized and decentralized platforms. WonderFi provides a proprietary suite of products and services, including crypto trading, staking, and digital asset management, aiming to bridge the gap between traditional finance and the digital asset economy. They have expanded significantly through strategic acquisitions of major Canadian crypto platforms like Bitbuy and CoinSmart, consolidating their position in the Canadian market.
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