The CPA Way: CPAs in the World of Finance

The CPA Way webinar series is a behind-the-scenes look at CPAs in action, not just what they do, but where and how they do it. This series brings career seekers into the workplaces of CPAs across a range of industries and employers, highlighting the various career opportunities in finance, healthcare, sports, and beyond. 
 
This session will feature CPAs working in the finance sector. They will be sharing their personal journeys, the roles they’ve stepped into, and the impact they’re making within their organizations. Through candid conversations, you’ll learn why they chose the CPA pathway, how they navigated their career journeys, and how they're redefining what a CPA career can look like.

Speakers

Craig Dale, CPA, CA, CFP, TEP, MFin
Associate Wealth Advisor 
RBC Dominion Securities

Craig Dale is an associate wealth and investment advisor at RBC Dominion Securities and assists in managing approximately $500M for high net worth clients, private corporations, not for profits, and trusts.

Craig holds a Master’s in Finance and is designated as a Chartered Professional Accountant, Certified Financial Planner, and Tax and Estate Practitioner. He previously worked as a tax manager at a leading international accounting firm, specializing in planning strategies for high-net-worth individuals, private corporations and family trusts.

Ryan Taggart, CPA, CBV
Finance Business Partner
Tru Cooperative Bank

Ryan Taggart is a dual-designated Chartered Professional Accountant (CPA, 2019) and Chartered Business Valuator (CBV, 2023) who specializes in leveraging financial analysis to drive strategic outcomes. As a Finance Business Partner at Tru Cooperative Bank (partnering with Envision Financial), Ryan translates complex financial data into actionable strategies for leadership. His expertise is built on eight years of prior experience in public practice, specializing in private enterprise assurance and five years in business valuation. In his free time, Ryan prioritizes spending time with friends and family, and often enjoys seasonal activities like fishing, cycling, and skiing.

Tina Ngo, CPA, CGA
AVP of Treasury & Finance
Sunshine Coast Credit Union

Tina Ngo was AVP of Treasury and Finance at Sunshine Coast Credit Union and currently serves as Interim Director, Finance and Treasury for Coast Capital Savings Federal Credit Union. She has over 17 years of experience in the financial industry, specializing in treasury operations, regulatory compliance, and financial system integration. In her role, Tina oversees liquidity and investment management, month end close, and audit coordination, and is supporting the merger through targeted financial system integration work.