David Coate, CPA, CA, CFP

Experience

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  Sawmill Creek Golf Resort and Spa

  Aug 2003 - Aug 2008

  Golf Shop Attendant
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  McMaster University

  Sept 2008 - Apr 2009

  Intramural Convenor
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  Magnamail Pty Ltd

  Aug 2009 - Dec 2009

  Market Researcher
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  Panorama Mountain Village - Greywolf Golf Course

  Apr 2010 - Sept 2010

  Golf Shop Attendant
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  NPT LLP

  Sept 2011 - Mar 2013

  Staff Accountant

  • Planned and conducted audit, review, and compilation engagements, including financial statement preparation, focusing on improving efficiency in order to increase rate of recoverability.• Prepared personal, corporate, charity and estate tax returns with an emphasis on identifying tax planning opportunities.

• 

  Valente & Theocharis LLP

  Mar 2013 - May 2016

  Senior Accountant

  • Manage a portfolio of audit, review, and compilation engagements, including financial statement and tax return preparation.• Prepare customized wealth management and tax plans to assist in retirement and estate planning and minimize personal and corporate tax liabilities.• Assess and strengthen clients internal controls and procedures.• Evaluate and advise on strategic options and financing alternatives.

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  CIBC Wood Gundy

  May 2016 - now

  David graduated with honours from McMaster University in 2009 with a Bachelor of Business Administration degree. Recipient of the peer-nominated McMaster Intramural Athlete of the Year Award in 2009 for excelling in creating a positive, respectful and inclusive sporting environment. In the same year, was also a member of the Ontario University Athletic (OUA) silver medal-winning varsity squash team.After graduation, he spent a year working and traveling in Australia. Upon return, he began his career while working towards the Certified Public Accountant (CPA) and Chartered Accountant (CA) designations; becoming a fully accredited CPA, CA in August 2014. Most recently, he completed the Life Licence Qualification Program (LLQP) in April 2016. David joined the Robinson Crampton Estate Planning Team at CIBC Wood Gundy May 2016 as an Associate Estate Planning Specialist.He is an avid traveler, having mostly recently spent four months in 2015 in Southeast Asia and Eastern Europe, including a month volunteering at rural schools in Cambodia. He is a diehard tennis fan, having been a spectator at all four of the sports major tournaments (New York, Melbourne, Paris, and London). In his spare time, David continues to train and compete in local, provincial and national squash events. Show less

  • Estate Planning Specialist

    Jun 2019 - now

  • Associate Estate Planning Specialist

    May 2016 - now