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Brooklyn Gauntsmith, CPA, CFA

Brooklyn Gauntsmith, CPA, CFA

WiB - Vice President Sponsorship

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location of Brooklyn Gauntsmith, CPA, CFAOttawa, Ontario, Canada

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  • Timeline

  • About me

    Associate Investment Counsellor at BMO Private Wealth

  • Education

    • University of Toronto - Rotman School of Management

      2019 - 2019
      Graduate Diploma in Professional Accounting Accounting

      The Rotman Graduate Diploma in Professional Accounting is a 12-week summer program which deepens students' knowledge of accounting while satisfying four modules of the CPA Professional Education Program (CPA PEP). The program helps students prepare for the Common Final Examination (CFE) and allows the students to advance straight to the Capstone 1 module in the CPA PEP.

    • St. Francis Xavier University

      2016 - 2019
      Bachelor of Business Administration - BBA Accounting

      Activities and Societies: Women in Business

  • Experience

    • Schwartz Women in Business

      Jan 2017 - May 2018
      WiB - Vice President Sponsorship

      As Vice President of Sponsorship for the Schwartz Women in Business Society, I am responsible for helping to develop and implement a strategic sponsorship strategy that will be used to identify and secure corporate sponsors. I actively work with other executive members to ensure all sponsorships are received and accounted for.

    • Taggart Group Of Companies

      May 2017 - Sept 2017
      Summer Student - Accounting Support

      Assisting the accounting department with data entry, processing and sorting ofaccounts/invoices, etc. General administrative support such as scanning, filing, copying and file/record organization

    • EY

      Sept 2019 - Dec 2021

      - Conducting financial statement audits and reviews for large private and public clients.- Assist with developing the audit plan and executing the audit of financial statements.- Work with large datasets to perform analytical analyses and improve testing processes.- Develop business relationships with clients to understand their needs and help align objectives.- Provides coaching and mentoring to junior staff on engagement teams.

      • Senior Accountant

        Oct 2021 - Dec 2021

      • Staff Accountant

        Sept 2019 - Oct 2021

    • BMO Private Wealth

      Jan 2022 - now

      Our team supports high-net-worth clients through discretionary investment management, portfolio construction, and wealth planning strategies. We develop custom & tailored solutions for portfolios to align with long-term goals and maintain tax-efficient strategies.

      • Associate Investment Counsellor

        Jan 2024 - now

      • Portfolio Associate

        Jan 2022 - Jan 2024

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Oct 2024

    • Certified Public Accountant

      Chartered Professional Accountants of Canada (CPA Canada)
      Jul 2022

    • Canadian Securities Course

      Canadian Securities Institute
      Jan 2022

  • Volunteer Experience

    • Student Volunteer

      Issued by FAIRY GODMOTHER FOUNDATION
      FAIRY GODMOTHER FOUNDATIONAssociated with Brooklyn Gauntsmith, CPA, CFA

    • Sales and Inventory

      Issued by Snowsuit Fund on Nov 2014
      Snowsuit FundAssociated with Brooklyn Gauntsmith, CPA, CFA