S. DEFREITAS

Stan DeFreitas is a business advisor as well as a management and financial consultant to various entrepreneurs and business enterprises across the globe with a focus on North America, Latin America and the Caribbean. His background includes extensive experience in Canada’s banking and insurance sectors as well as the ever-changing international financial services sector.

At our Head Office and Affiliated Latin and Central American office, he is involved in estate, financial analysis and planning, tax, accounting and assurance, business advisory and strategic planning engagements with individuals and business enterprises that not only draw upon his expertise but also his extensive international network of contacts.

At our Affiliated North American office, he provides business planning for any stage in the business life cycle, strategic planning, marketing research and planning, tax planning, financial proposals and corporate care services to individuals and business enterprises alike..

ACADEMIC AND PROFESSIONAL CREDENTIALS:

  • Certified General Accountant (CGA)
  • Chartered Certified Financial Consultant (CCFC)
  • Masters of Business Administration (MBA)
  • Bachelor of Business Administration (BBA)

PROFESSIONAL MEMBERSHIPS:

  • Member of The Certified General Accountants of Ontario.
  • Member of The Canadian Association of Financial Consultants

POSITION AND EXPERIENCE:

  • Principal, The Milestone Consulting Group.
  • Commercial Account Manager and Financial Analyst, Bank of Nova Scotia
  • Marketing Analyst and Strategist, Manulife Financial

AREAS OF PROFESSIONAL DEVELOPMENT:

  • Moderation/Facilitation of workshops and seminars;
  • Presentation of Membership Benefits and Opportunities for the CGA Association of Ontario;
  • International Financial Reporting Standards;
  • Taxation (Corporate and Personal);
  • Corporate Care;
  • Business Strategy;
  • Civil Litigation

HONOURS AND AWARD:

  • 1999 Scotiabank Group of Companies United Way Campaign - Branch Coordinator