My Experience & Expertise

My Specializations:

• Tax planning for business owners: re-org, hoco/opco structuring

• Intergenerational succession planning and family dynamics advice

• Onshore and offshore trust setup advisory

• High Networth onshore and offshore insurance planning

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As one of the most recognized industry leaders in the Greater Vancouver and Toronto Areas, I have been a senior personal and corporate financial and tax advisor for over 20 years. Among my clients and peers, I am known for my strong professional conduct and deep industry knowledge. 

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• Ex-lecturer on financial system reform for the State Council, People’s Republic of China

• Graduate of Harvard Business School Global Executive Program

• Former attorney and university professor (economics)

• MDRT - Top of the Table Member

• MDRT - Lifetime Honorary Member