Vivek Bansal

Vivek Bansal, CPA, CA, TEP, currently serves as a High Net Worth Planner at TD, a position held since September 2024. Prior to this role, Vivek was the Director of Tax and Estate Planning at Mackenzie Investments from October 2019 to September 2024 and worked as a Senior Wealth Consultant at Edward Jones from September 2016 to October 2019. Previous experience includes a position as a Senior Tax Consultant in Corporate Tax at KPMG Canada from October 2013 to August 2016 and as a Tax Administrator in Corporate Tax at Celestica in early 2012. Vivek's educational background features a Diploma in Trust and Estate Planning from STEP Canada (2017-2021), a Master of Accounting with a Tax Specialization from the University of Waterloo (2013), and a Bachelor of Accounting and Financial Management with specializations in Public and Management Accounting and a Minor in Economics from the same institution (2008-2012).