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• Partner of CAN Partners LLP
• Financial auditor and advisor since 2006
• Extensive experience in both US GAAP and IFRS reporting frameworks
• Assisting companies going public and improving internal control and compliances to meet regulatory requirements
• CPA (Chartered Professional Accountant), CA (Chartered Accountant) of Canada
• CPA (Certified Public Accountant), State of Illinois
• Master Degree of Management and Professional Accounting, Rotman School of Business, University of Toronto
• Bachelor Degree of Law, Soochow University

• Partner, Gardiner Roberts LLP
• Bar Admission, Ontario, 1973
• Extensive experience in diverse areas of tax practice, including in-depth experience on both the international and domestic levels involving wealth preservation for high-net worth clients, cross-border acquisitions and financings, corporate reorganizations, real estate ventures, and the establishment of offshore trusts and private foundations.
• Successful track record in resolving disputes with tax authorities at both the federal and provincial levels, including some experience in tax litigation.

Memberships:

• American Bar Association, Business Law Section, Taxation Committee, Advisory Panel
• American Bar Foundation
• Canadian Bar Association
• Canadian Tax Foundation
• Hague Academy of International Law
• International Bar Association
• International Commission of Jurists
• International Fiscal Association
• International Tax Planning Association
• Ontario Bar Association
• Society of Trust and Estate Practitioners (STEP)
• Toronto Chinese Community Services Association

Academic Background:

• Juris Doctor, Osgoode Hall Law School
• Bachelor of Science, University of Toronto

• Managing Partner, Cadesky Tax
• In full-time income tax practice since 1980
• Vice-chair, CPA Canada Tax Committee for Small and Medium-Sized Enterprises
• Chair, Lee, Cadesky & Company Limited, International Tax Consultants, Hong Kong
• Elected Fellow of CPA Ontario (FCA Designation)
• Past Governor, Canadian Tax Foundation
• Chairman, Society of Trust and Estate Practitioners (STEP Worldwide), 2004—2006
• Chair, STEP Canada, 1998—2004; currently Vice President of STEP Worldwide
• Chairman, Tax Specialist Group (TSG), 1999—present
• Chairman, International Tax Specialist Group (ITSG), 2005—present
• Author of numerous papers on Canadian and international taxation, lecturer and media commentator on tax issues
• Frequent speaker at professional seminars in Canada, the Caribbean, Europe, and Asia
• Specialist in international tax matters, with knowledge of numerous tax systems around the world
• Advised on tax policy and administration to Minister of National Revenue, Auditor General, Department of Finance, Canada Revenue Agency and several foreign governments
• Board member, Asia Oceania Tax Consultants Association (AOTCA)

Memberships:

• CPA Canada
• CPA Ontario (Fellow)
• Canadian Tax Foundation
• Taxation Institute of Hong Kong (Fellow)
• Society of Trust and Estate Practitioners
• International Fiscal Association

Academic Background:

• CICA In-Depth Tax Course, 1983
• Chartered Accountant (Ontario), 1980
• Master of Business Administration, York University, 1978
• Recipient of Ontario Graduate Scholarship and Graduate Research Fellowship
• Bachelor of Science (First Class Combined Honours), York University, 1976

• Senior Vice President of Meritigroup
• Involved in Financial industry In China since 1998
• Joined Meritigroup in 2008, has in-depth study in Canadian and transnational taxes
• CPA(Chartered Professional Accountant), CGA(Certified General Accountant) of Canada
• CPA(Certified Public Accountant) of China
• MA
• BA

• Co-Founder of Meritigroup
• Taught Finance at University of International Business and Economics in 1985
• Senior Manager at HK-Macau Securities(Beijing Company) in 1997
• Chief Executive Officer at Meritigroup since 2008
• MDRT(Million Dollar Round Table)
• MA
• BA

• Co-Founder and President of Meritigroup
• Involved in financial industry in Beijing since 1994
• Started a business in Toronto, Canada in 2003; Provided comprehensive wealth solutions including tax, investment, and insurance planning
• Expert in globalized and integrated wealth solutions; Specialized in global structure design for high net worth families, international tax planning, international assets allocation, risk control in private market, advanced insurance application, international estate planning, off-shore and on-shore trust planning, etc.
• CFP (Certified Financial Planner)
• FMA (Financial Management Advisor)
• CIM (Canadian Investment Manager)
• FCSI (Fellow of Canadian Securities Institute)
• MDRT TOT (Million Dollar Round Table – Top of the Table)
• Master Degree of Business Administration
• Bachelor Degree of Engineering