Meet the Team

We are a growing team of professionals exclusively
committed to solving tax well.

Areas of Expertise

  • Corporate tax
  • Corporate reorganizations
  • Estate planning
  • International tax planning
  • Mergers & Acquisitions / Divestitures
  • Personal tax planning
  • Tax dispute resolution
  • Lei ZuoCPA, CA, CGA, TEP
    Senior Manager, Taxation Moodys Private Client Accounting

    “A person doesn’t know how much he has to be thankful for until he has to pay taxes on it.” – Ann Landers

    As a culinary enthusiast, Lei knows that the most challenging recipes are also the most rewarding. That same principle applies to her role as Senior Manager of Taxation. Lei has developed a reputation for successfully tackling “tough” files and clients with an undefined scope. She realizes each client has a unique set of needs, and endeavours to provide the right mix of listening, insight and advice to build a trusted relationship. Lei brings more than 19 years of experience in taxation and accounting to her role, with a focus on tax planning for private companies, their shareholders and high net worth families. In addition to being a weekend chef, Lei enjoys backpacking, hiking, fishing and running marathons.

    Qualifications
    • Society of Trust and Estate Practitioners, TEP, 2021
    • CPA, In-Depth Tax Issue for the Owner-Managed Business, 2018
    • CPA, In-Depth Tax Program, 2015
    • CPA, CA, 2011
    • CPA, CGA, 2007
    • SAIT, BBA (Accounting), 2007
    Professional Affiliations
    • Member – Society of Trust and Estate Practitioners
    • Member – Institute of Chartered Accountants of Alberta
    Recognition
    • Top Ten Performer of the CGA Program of Professional Studies, 2006-2007
    • Jason Lang Scholarship, 2003
    • Richard J. Mullan Memorial Scholarship. 2003

    Speaking Engagements and Presentations
    • Various presentations for staff training – Internal
    • Various presentations to focus groups – External (using home language - Mandarin)