Always Seeking Excellence
Always Improving Yourself
Always Moving Forward
Always Providing Positive Energy
Founder
Simon Feng
Group Chairman, CGA, CFP, Chief Wealth Coach in Canada, FEA
Over twenty years of experience working with individuals as well as corporations, assisting them with their financial, accounting, and tax needs. lnvited as special hosting guest by radio and television programs regularly to educate the local Chinese community about investment and tax planning. The author of three books, “The Seven Mistakes Made by New lmmigrants”, “Walking Through the lmmigration Road” and “Guidelines for Foreign Property Reporting”. Simon has gained a great reputation in the industry and among the clients by providing professional and comprehensive tax planning and retirement planning
services to high-net-worth individuals.
Management Team
Katie Zhong
Chief Operating Officer
Ms. Katie Zhong has worked in the financial sector for over 20 years; she has a long history of serving high-net-worth and ultra-high-net-worth families and corporate in China, experienced in top-level strategic planning and execution, as well as family wealth management for corporations. She is a certified International Wealth Manager and an advanced Financial Planning Advisor.
She was the founder of Guangdong Henghua Insurance Agency Co., Ltd., and has been repeatedly honored with the “Outstanding Woman Entrepreneur of Guangzhou” award. She is the global pioneer of the “Insurance Plan Customization System” which has been granted a national patent. Ms. Zhong holds the prestigious lifetime membership of MDRT TOT.
Tang Tang
Office Manager
Tang earned her Bachelor of Commerce degree from the University of Victoria’s Peter B. Gustavson Business School. Embarking on her career at the Canadian Imperial Bank of Commerce, Tang cultivated extensive financial knowledge, complemented by valuable sales and customer service experiences. In 2014, Tang starts her journey with Canwa, where she commenced as a Marketing Assistant. Recognizing her capability, Tang earned a promotion to the role of Office Manager in 2017, and subsequently, in 2022, she achieved another milestone by ascending to the position of General Manager. In this capacity, she has spearheaded the oversight of operational and human resources functions with the Canwa Group.
Simon Feng & Associates Inc.
Tiffany Zeng
Tax Manager
Tiffany has been working with Canwa since 2011. After graduated from the University of Regina in Saskatchewan with a Bachelor of Business Administration degree with Distinction in accounting, Tiffany worked for the Office of the Provincial Auditor of Saskatchewan and audited many agencies of the provincial Government in a range of
industries and government sectors. When she became a member of Canwa, Tiffany brought her extensive experience in the field Canadian personal income tax and Audit. As a Senior Accountant, Tiffany specializes in personal income tax, income tax audit, non-resident taxes, and foreign properties reporting. Tiffany is fluent and proficient in English, Mandarin, and Cantonese.
Yvonne Zhao
Tax Manager CPA, CGA
Yvonne is a Certified Public Accountant and holds a bachelor’s degree in accounting from University of Regina. Yvonne started her professional career with Ernst & Young LLP as a tax specialist and auditor. Over her twelve years of public practice experience, she has accumulated extensive knowledge in taxation, auditing, and full cycle accounting. As a Senior Accountant in Canwa, Yvonne plays a lead role in the preparation of individual and corporation tax returns, specializes in foreign property reporting and real estate related tax issues for both Canadian resident and non-resident. Yvonne is fluent and proficient in both English and Mandarin.
Vivienne Yan
Tax Manager CPA, CGA
After completed her Bachelor of Business Administration Degree at the University of Simon Fraser, Vivienne devoted herself in the public practice industry ever since and obtained her CGA designation in 2012. As a Senior Accountant at Canwa, Vivienne brought her twelve years of experience of providing accounting and tax services to private companies in various industries. She specializes in providing comprehensive accounting services, including individual, corporate, partnership, and non-profit income tax returns, compilations, and payroll tax reports. Vivienne is fluent and proficient in English, Mandarin and Shanghainese.
Wei Sun
Senior Accountant
Cathryn Wu
Senior Accountant
Canwa Mortgage Fund
Tang Tang
Designated Individual
Tang earned her Bachelor of Commerce degree from the University of Victoria’s Peter B. Gustavson Business School. Embarking on her career at the Canadian Imperial Bank of Commerce, Tang cultivated extensive financial knowledge, complemented by valuable sales and customer service experiences. In 2014, Tang starts her journey with Canwa, where she commenced as a Marketing Assistant. Recognizing her capability, Tang earned a promotion to the role of Office Manager in 2017, and subsequently, in 2022, she achieved another milestone by ascending to the position of General Manager. In this capacity, she has spearheaded the oversight of operational and human resources functions with the Canwa Group. Upon the establishment of Canwa Mortgage Fund, Tang promptly obtained her mortgage broker license, assuming the role of the Designated Individual. In this capacity, she has been overseeing the overall operations of the company.
Canwa Financial & Insurance Services Inc.
Vivian Gai
Insurance Department Manager
After graduating from Kwantlen Polytechnic University, majored in Accounting, Vivian started her career in the Sales Department of a well-known Shopping Centre Chain Company, during which her customer service and problem-solving skills were dramatically enhanced. Vivian joined Canwa in 2012 as the Customer Relationship Specialist, her excellent work ethic has been maintained and her great Client-prioritized attitude has been highly spoken of since then. Vivian is fluent and proficient in both English and Mandarin.
Canwa Private Wealth Management Inc.
Jessica Wang (Chartered Financial Analyst, CFA)
Executive Director, Partner
Jessica holds the Chartered Financial Analyst designation, and is the Director at Canwa Private Wealth Management Inc. Previously, Jessica was with Franklin Templeton, a global investment firm, as Regional Sales Manager. Being in the finance industry for over 15 years, Jessica has profound knowledge of thousands of investment products on the market and has deep insights for hundreds of fund companies as well as investment firms. As a highly motivated and experienced individual with entrepreneurial mindset and passion for perfection, Jessica specializes in building strong professional relationships with high-net worth investors and helping them achieve their financ11ial goals. Jessica is fluent and proficient in both English, Mandarin, and Cantonese.
Canwa Family Office Ltd.
Katie Zhong
Chief Operating Officer
With over 20 years of experience in the financial industry, Ms. Katie Zhong has long served high-net-worth and ultra-high-net-worth Chinese families (enterprises). She possesses extensive expertise in top-level solution design, implementation, and (enterprise) family wealth management. Ms. Zhong holds the titles of International Chartered Wealth Manager and Senior Financial Planning Advisor.
As the founder of Guangdong Henghua Insurance Agency Co., Ltd., she has been repeatedly honored with the title of “Outstanding Female Entrepreneur in Guangzhou.” Notably, she pioneered the globally acclaimed “Comprehensive Customized Insurance Solution System,” securing a national patent. Ms. Zhong is also a lifetime member of MDRT TOT.
Job Opening
Job Responsibilities:
– Work closely with supervisors, participate as a senior team member in complex tax planning projects. Proactively understand client needs and collaborate with clients and other relevant professionals to formulate valuable tax planning and solution strategies.
– Under the guidance of supervisors, plan and organize the team’s preparation of individual and corporate tax filings and other related documents.
– Lead a client-focused team responsible for completing individual and corporate tax tasks in Canada.
– Prepare complex individual and corporate tax filings.
– Maintain high-level quality control by reviewing tax filings and other work completed by junior team members, ensuring accuracy and completeness.
– Ensure that all work is completed and documented according to our specified standards. Ensure timely invoicing.
– Provide new ideas and methods for improving workflow.
– Mentor junior accountants, including providing guidance and technical assistance, and offering real-time performance feedback for substandard work.
– Manage business relationships for client tasks, with a focus on providing high-value, high-quality tax advice, and seek opportunities to expand other company services for clients.
– Research and analyze various tax issues.
– Responsible for other assigned duties.
Job Requirements:
– Minimum 5 years of experience in a senior position specializing in tax work in a public accounting firm.
– Professional accounting qualification (CPA, CGA, CA).
– Audit experience (preferred).
– Experience with foreign reporting.
– Completed or soon-to-be-completed CPA In-Depth Tax Course (preferred).
– Proactive, highly motivated, and enjoys challenges.
– Excellent personnel management and leadership skills.
– Outstanding interpersonal skills, prioritizing customer service.
– Excellent verbal and written communication skills in both English and Mandarin.
Job Responsibilities:
– Collaborate closely with supervisors, acting as a senior team member in complex tax planning projects. Proactively understand client needs and collaborate with clients and other relevant professionals to formulate valuable tax planning and solution strategies.
– Under the guidance of supervisors, plan and organize the team’s preparation of individual and corporate tax filings and other related documents.
– Lead a client-focused team responsible for completing individual and corporate tax tasks in Canada.
– Prepare complex individual and corporate tax filings.
– Maintain high-level quality control by reviewing tax filings and other work completed by junior team members, ensuring accuracy and completeness.
– Ensure that all work is completed and documented according to our specified standards. Ensure timely invoicing.
– Provide new ideas and methods for improving workflow.
– Mentor junior accountants, including providing guidance and technical assistance, and offering real-time performance feedback to avoid potential substandard work.
– Manage business relationships for client tasks, with a focus on providing high-value, high-quality tax advice, and seek opportunities to expand other company services for clients.
– Research and analyze various tax issues.
– Assist in completing tax tasks, including calculating tax payments, preparing T1/T2/T3 tax filings (and other compliance documents), preparing year-end tax forms (e.g., T3/T4/T5/NR4).
– Assist in preparing CRA foreign reporting forms, including T1134 and T1135.
– Prepare journal entries and provide bookkeeping services based on client needs.
– Assist in compiling workpapers to support CRA reviews and tax filings.
– Assist in preparing letters, technical reports, client summaries, and reports for client interactions.
– Manage client communication and correspondence (answer and transfer calls; send letters; receive clients efficiently, professionally, and friendly).
– Assist in handling specific client tasks.
– Provide support to senior accountants.
– Provide excellent customer service and administrative support as needed.
– Responsible for other assigned duties.
Job Requirements:
– Practical experience in the income tax field, preferably in a public practice environment.
– Knowledge and work experience with CRA foreign reporting requirements is a plus.
– Registered or willing to register with CPA is preferable.
– Positive attitude, willingness to learn new skills, accept broad responsibilities, flexible, and reliable.
– Attention to detail and accuracy are crucial.
– Excellent interpersonal skills, emphasizing customer service.
– Strong organizational and time management skills.
– Results-oriented, capable of managing multiple priorities, and strictly adhering to deadlines.
– Able to accept broad responsibilities.
– Strong verbal and written communication skills in both English and Mandarin.
– Eligible to work legally in Canada.
