NB

Neelam Bakshi

Senior Manager Funds Tax at Mackenzie Investments

Neelam Bakshi is a highly experienced financial professional with extensive expertise in tax management and compliance. Currently serving as Senior Manager of Funds Tax at Mackenzie Investments since April 2021, Neelam has previously held managerial positions at State Street and worked as a consultant specializing in HST and IFRS implementation, corporate and personal tax, SOX compliance, audit, finance, and internal control. Neelam's career also includes roles at prominent companies such as Manulife Financial and American Express, coupled with a foundational experience as a Senior Accountant at Segal LLP and a Senior Audit Analyst at RSM Richter. Neelam holds certifications as a Certified General Accountant in Ontario and a Certified Public Accountant in Illinois, with degrees focused on accounting, tax, and finance.

Links

Previous companies

Manulife logo
State Street logo
American Express logo

Org chart