Presentation
Recording
Mandeep started his career at KPMG LLP in 2008 in the Enterprise audit practice where he obtained his CA designation and gained valuable accounting and auditing experience servicing private clients of all sizes. He subsequently transitioned to specialize in tax where he climbed the corporate ladder to become a Senior Tax Manager in KPMG Enterprise Tax. Mandeep’s clientele ranges from privately-owned multinationals to large owner managed businesses and he specializes in providing integrated tax advise for privately owned corporations. His experience involves assisting clients with various tax planning strategies such as estate freezes, post-mortem planning, divestiture tax structures, surplus stripping and creditor proofing to name a few.
Mandeep has completed the CICA’s In-Depth Tax Program and is actively involved in facilitating the course for other tax professionals. He has facilitated Part 1 and Part 2 of the program that focuses on topics such as personal & corporate tax, taxation of trust and partnerships and various tax planning strategies.
Dan Burjoski wants to make you think about things in ways you never have before.
Trusted by investment advisors, accountants and lawyers across Canada, Dan has the deepest understanding of the math, and more importantly, how it fits into a client's overall financial plan.
His father started as an insurance advisor in 1954, and when Dan was 11 years old, took him on his first client visit – to deliver a cheque to a new widow. A lifelong affinity for insurance and an almost 40-year career of his own in the business has given Dan an encyclopedic knowledge, unmatched in Canada, of insurance products that he explains the benefits of, but never sells.
His personal mission, quite simply, is to be the consummate solution for advisors’ most complicated insurance cases.
Dan lives in Kitchener Ontario. He has three children and four granddaughters. When he is not creating estate plans, Dan love all things food and wine, golf, live theatre and film.
