Qualified Intermediary

I am working on a presentation outlining the responsibilities of a Qualified Intermediary in Canada.

Stay tuned!

Author: Warren Orlans

Welcome to inTAXicating. inTAXicating has been published since 2008 to provide clarity around Canadian taxation issues, primarily related to the Canada Revenue Agency. As the primary author, Warren Orlans, has over 20-year's experience in the taxation industry, 11 of them working for the Canada Revenue Agency (CRA), and 7-years working in the private sector Managing the tax departments for large financial institutions. If you have a collections, compliance or audit issue with the CRA, inTAXicating is the place you need to contact. inTAXicating works in strategic partnership with amazing accountants, tax lawyers, insolvency practitioners, mortgage brokers, debt counselling experts and much more. If you have a tax question, feel free to ask in the comments, or email me at either info@intaxicating.ca, or intaxicatingtaxservices@gmail.com.

One thought on “Qualified Intermediary”

  1. Hi,

    I am working on a Qualified Intermediary project for one of the largest financial institutions. I want to understand KYC in sync with QI. Would it be possible for you to kindly share your work/views with me. I shall be highly obliged. Thanks

    Anupam Singh
    anupamsingh66@yahoo.co.in

    Like

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