Curtis Anderson
About Curtis Anderson
Curtis Anderson is the Manager of Taxation Services at MD Financial Management, where he has worked since 2015. He specializes in tax planning, compliance, and risk management, drawing on extensive experience in the field of taxation.
Work at MD Financial Management
Curtis Anderson has been with MD Financial Management | Gestion financière MD since 2008, holding various positions. He currently serves as the Manager of Taxation Services, a role he has occupied since 2015. In this capacity, he acts as a decision maker on tax-related matters, assessing and managing risk exposure for the organization. Prior to this, he worked as a Senior Tax Consultant from 2012 to 2015 and as a Tax Specialist from 2008 to 2012. His responsibilities include reviewing complex tax planning memos, ensuring compliance with statutory taxation requirements, and developing tax planning strategies.
Education and Expertise
Curtis Anderson has a solid educational background in accounting. He studied at the University of Saskatchewan, where he earned a Bachelor of Commerce degree from 1999 to 2003. He furthered his education by completing the CGA (Certified General Accountants) Program of Professional Studies, achieving CPA, CGA status from 2005 to 2007. Additionally, he completed the CICA In-Depth Tax Program, focusing on taxation from 2008 to 2010. This extensive education has equipped him with the knowledge and skills necessary for his role in taxation services.
Background
Before joining MD Financial Management, Curtis Anderson worked at Gregory Harriman & Associates as a Senior Staff Accountant from 2004 to 2006. His early career laid the foundation for his expertise in taxation and accounting. Since joining MD Financial Management, he has progressively taken on more responsibilities, contributing to the organization’s tax compliance and strategic planning efforts.
Achievements
In his role at MD Financial Management, Curtis Anderson provides strategic and technical support on taxation matters for the MD group of companies and MD/PIM mutual funds and pools. He is involved in writing and reviewing publications related to taxation and oversees mutual fund tax compliance and reporting requirements. His work includes reviewing income distributions for mutual funds and organizing annual distributions for MD Growth, ensuring that all processes meet regulatory standards.