Kevin Tran

Managing Partner, Head of Wealth Planning at Our Family Office Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA
Languages
  • English Native or bilingual proficiency
  • Chinese Native or bilingual proficiency

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Bio

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Experience

  • Our Family Office Inc.
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Managing Partner, Head of Wealth Planning
      • Oct 2021 - Present

    • Managing Director of Wealth Planning
      • Oct 2019 - Oct 2021

    • Director of Wealth Planning
      • Dec 2017 - Oct 2021

  • Scotiabank
    • Canada
    • Banking
    • 700 & Above Employee
    • Director - Tax Advisory Services
      • Jul 2013 - Oct 2017

  • Toronto Metropolitan University
    • Canada
    • Higher Education
    • 700 & Above Employee
    • Lecturer
      • Sep 2011 - Aug 2017

  • PwC
    • Professional Services
    • 700 & Above Employee
    • Manager - High Net Worth
      • Jul 2011 - Jun 2013

  • Deloitte
    • Business Consulting and Services
    • 700 & Above Employee
    • Manager - Private Company Services
      • Jan 2004 - Jun 2011

Education

  • University of Waterloo
    Masters of Taxation
    2007 - 2011
  • University of Waterloo
    Masters of Accounting
    2002 - 2007
  • Canadian Institute of Chartered Accountants
    Advanced Tax Issues for the Owner-Managed Business
    2012 -

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