Applications for the 2018 ATAP-Knowledge Bureau Scholarship Award are now being accepted. The award is open to Affirmed Members in good standing with the Association of Tax and Accounting Professionals (ATAP). A completed application form and written synopsis of your achievements may be submitted to ATAP (admin@ATAPCanada.org) before September 10, 2018.
Tim Manery, ATAP – KB Scholarship Recipient (2017)
As the first recipient of the ATAP-KB Scholarship, Tim Manery exhibits the professionalism and approach to all aspects of financial management.
When asked about the value proposition provided by M2 Financial Solutions, Tim stated “We are uniquely positioned to provide insightful Wealth Management, Tax Planning, Income Tax and Accounting services for individuals and small businesses under one umbrella. These closely integrated services provide the cradle to grave solution that most clients crave, but never receive.”
Tim and the staff at M2 Financial Solutions use a multi-advisor approach with their clientele which brings a unique and professional approach to dealing with their client finances. “Because of my wealth management training with the Knowledge Bureau I can hold my own in most conversations with the Certified Financial Planners and advisors in and outside our office. We are able to work with financial advisors to build a comprehensive solution for clients”, says Tim.
About the ATAP-KNOWLEDGE BUREAU SCHOLARSHIP AWARD: The award recognizes outstanding achievement for ATAP Affirmed Members in good standing who have excelled in providing professional services. Qualified applicants will have registered for and attended at least one of the four events (Seminars /Webinars) offered by ATAP in partnership with KB over the past 12 months.
Submit your application today for the 2018 ATAP-KB Scholarship to be presented at our "Raise the Bar" fall seminar at the Nottawasaga Inn Resort, Alliston, Ontario.