Valerie Chan

Director, Wealth & Tax Planning at BMO Wealth Management - Canada
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Languages
  • English -
  • Cantonese -
  • Korean -
Skills

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Bio

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Credentials

  • FEA
    Family Enterprise Canada
    Mar, 2023
    - Nov, 2024
  • TEP
    STEP Canada | The Society of Trust and Estate Practitioners (Canada)
    Sep, 2021
    - Nov, 2024
  • CFP
    FP Canada
    Aug, 2019
    - Nov, 2024
  • CPA, Washington
    -
    Aug, 2015
    - Nov, 2024
  • CPA, CA
    CPA Canada (Chartered Professional Accountants Canada)

Experience

  • BMO Wealth Management - Canada
    • Banking
    • 700 & Above Employee
    • Director, Wealth & Tax Planning
      • Nov 2021 - Present

    • Director, Wealth Planning
      • Jan 2018 - Nov 2021

  • KPMG Canada
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Tax Manager
      • Oct 2017 - Feb 2018

      Tax planning and compliance for privately owned corporations.Estate and tax planning for high net worth individuals and their businesses.Reviewing personal, corporate, trust, partnership tax returns.Managed Vancouver T1 pool with 1800 T1s and 40 staff.

    • Tax Specialist
      • Oct 2015 - Sep 2017

  • Chartered Professional Accountants of Canada (CPA Canada)
    • Canada
    • Accounting
    • 300 - 400 Employee
    • Marker
      • Jul 2015 - Oct 2017

  • D&H Group LLP Chartered Professional Accountants
    • Canada
    • Accounting
    • 1 - 100 Employee
    • CPA, CA
      • Sep 2011 - Oct 2015

      Preparing NTRs, reviews, audits, T1s, T2s, T3s, US personal tax returns and reviewing non-resident tax returns. Preparing NTRs, reviews, audits, T1s, T2s, T3s, US personal tax returns and reviewing non-resident tax returns.

Education

  • CA School of Business
    CA
    2011 - 2013
  • Sauder School of Business
    Bachelor’s Degree, Accounting and International Business
    2006 - 2010

Community

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