My first workweek at the firm consisted of an internship in the Wealth Management department, which has seen its staff grow from 3 employees to 10 in 10 years, representing a 10% annual growth!
The team offers strategic services to high-net wort individuals and their families. Under the supervision of a CFA, we prepared account statements and fine-tuned the database to include various tax information, like maximum contributions to an RRSP and allowable capital losses, in order to facilitate clients’ tax planning processes. This research gave me the opportunity to familiarize myself with audit files and tax forms.
I find it interesting to familiarize myself with a new area related to accounting. I can’t wait to begin week 2!
Hi Gianmarco,
Thanks for the feedback. Our students really make an effort to keep us in the loop of their summer internship experience.
Posted by: RSM Richter Chamberland | 17/10/2011 at 07:51
I like the writing structure of your blog and it does a pretty decent job of presenting the material.
Posted by: Gianmarco Lorenzi Platform | 17/10/2011 at 07:08