Обновлено:
Andrii Andriushchenko
Licensed Dealing Representative · NRD #4575551 · Axcess Capital Advisors Inc. (EMD)
Calgary, Alberta, Canada
Альберта · British Columbia · Ontario
Украинский · Русский · Английский
Био
Licensed Dealing Representative (DR категория, EMD scope) в Калгари, Альберта. Зарегистрирован CSA через National Registration Database под номером 4575551, работаю через Axcess Capital Advisors Inc. — registered Exempt Market Dealer с permissions в Альберте, BC, Ontario. Образовательный фокус — украинские и русскоязычные newcomers в Канаде с 2+ годами горизонта.
Регуляторная регистрация + квалификация
- 1.Licensed Dealing Representative (CSA-registered) — verify через NRD search
- 2.Axcess Capital Advisors Inc. — registered Exempt Market Dealer
- 3.IFSE Institute Exempt Market Proficiency Course (EMP)
- 4.Provincial registrations: ASC, BCSC, OSC
- 5.Compliance reviews — Joint CSA/CIRO Staff Notice 31-369 (Dec 2025)
Topical expertise
- TFSA — contribution room, placement strategy
- RRSP — timing, RSU vesting, HBP
- FHSA — $40K lifetime, combo с RRSP HBP
- RESP — CESG strategy
- Exempt Market (NI 45-106) — Eligible / Accredited categorization
- CCPC — SBD, salary/dividend, TOSI, LCGE
- MPC для врачей — incorporation timeline, IPP, holdco
- RSU vesting tax (AB/BC/ON)
- ESPP arbitrage
- Cross-border US/CA tax
- T1135 foreign property
- Finfluencer compliance (Notice 31-369)