Bobby Halpern CPA, CA, CFP

Chair, WonderFi
Greater Toronto Area, Canada,Canada
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Who Is Bobby Halpern CPA, CA, CFP?

Total Experience45 years
CompanyWonderFi
CountryCanada

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.

Bobby Halpern CPA, CA, CFP LinkedIn pageCompany Website

How Did Bobby Halpern CPA, CA, CFP's Career Path Shape Their Journey?

Bobby Halpern CPA, CA, CFP's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:

WonderFi - Chair(2023 to Present)
Appello - Investor and Board Member(2024 to Present)
Bitbuy - Partner(2018 to Present)
LumiQ - Investor and Board Observer(2019 to Present)
WellnessLiving - Investor and Board Member(2019 to Present)
Othership - Investor(2022 to Present)
Halpern & Co. Limited - Principal(2014 to Present)
First Ledger Corp. - Founding Partner(2018 to 2022)
PowerOne Capital Markets Limited - Director of Special Situations(2013 to 2016)
EY - Associate, Financial Accounting & Advisory Services (FAAS)(2008 to 2011)

What Are Bobby Halpern CPA, CA, CFP's Key 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.

What's Bobby Halpern CPA, CA, CFP's 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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Hiring actively
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Company Overview

WonderFi
Total employees115
HeadquartersVancouver
Founded2021

WonderFi 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.

Company Website
WonderFi Stock Information
WonderFi, Inc. is listed on the Toronto Stock Exchange under the ticker symbol WNDR. The company went public on June 7, 2021

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