{"id":4626,"date":"2023-04-05T03:11:27","date_gmt":"2023-04-05T10:11:27","guid":{"rendered":"https:\/\/canwagroup.com\/team\/"},"modified":"2026-04-18T18:03:03","modified_gmt":"2026-04-19T01:03:03","slug":"team","status":"publish","type":"page","link":"https:\/\/canwagroup.com\/en\/team\/","title":{"rendered":"Our Team"},"content":{"rendered":"\t\t
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Always Seeking Excellence<\/span><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Always Improving Yourself<\/span><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Always Moving Forward<\/span><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Always Providing Positive Energy<\/span><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Founder<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Simon Feng<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Group Chairman, CGA, CFP, CLU, Chief Wealth Coach in Canada, FEA<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Simon brings nearly 30 years of experience working with individuals and corporations on their financial, accounting, and tax needs. Over the years, he has built a strong reputation for providing thoughtful and comprehensive services \u2014 particularly in tax planning and retirement planning for high-net-worth individuals.<\/p>\n

Beyond his client work, Simon has been a regular guest on local radio and television programs, where he shares his knowledge on investment and tax planning with the Chinese community. He is also the author of three books \u2014 The Seven Mistakes Made by New Immigrants<\/em>, Walking Through the Immigration Road<\/em>, and Guidelines for Foreign Property Reporting<\/em> \u2014 reflecting his commitment to helping newcomers navigate the financial and tax landscape in Canada.<\/p>

His depth of experience and dedication to client education have made him a trusted name in the industry and among the communities he serves.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Management Team<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Katie Zhong<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Chief Operating Officer<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>

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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Tang Tang<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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General Manager<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Tang holds a Bachelor of Commerce from the University of Victoria’s Peter B. Gustavson Business School. She began her career at the Canadian Imperial Bank of Commerce, where she built a strong foundation in finance, sales, and client service.<\/p>

She joined Canwa in 2014 as a Marketing Assistant and has grown steadily within the organization \u2014 taking on the role of Office Manager in 2017 before being appointed General Manager in 2022. In this role, she oversees the day-to-day operations and human resources functions of the Canwa Group.<\/p>

Her years of experience across banking and financial services, combined with her deep understanding of Canwa’s values and clients, make her a trusted point of contact for both the team and the people they serve.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Simon Feng & Associates Inc.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Tiffany Zeng<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Tax Manager<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Yvonne Zhao \u200b<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Tax Manager CPA, CGA<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Yvonne is a Certified Public Accountant and holds a bachelor\u2019s 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Vivienne Yan<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Tax Manager CPA, CGA<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Canwa Mortgage<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Tang Tang<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Designated Individual<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Tang holds a Bachelor of Commerce from the University of Victoria’s Peter B. Gustavson Business School. She began her career at the Canadian Imperial Bank of Commerce, where she built a strong foundation in finance, sales, and client service.<\/p>\n

Tang joined Canwa in 2014 as a Marketing Assistant and has grown steadily within the organization \u2014 taking on the role of Office Manager in 2017 before being appointed General Manager in 2022. In this role, she oversees the day-to-day operations and human resources functions of the Canwa Group.<\/p>\n

With the establishment of Canwa Mortgage, Tang obtained her mortgage broker license and took on the role of Designated Individual, overseeing the overall operations of the company. Her expanded responsibilities reflect her versatility and commitment to serving clients across multiple areas of financial services.<\/p>

Her years of experience across banking, operations, and mortgage services, combined with her deep understanding of Canwa’s values and clients, make her a trusted point of contact for both the team and the people they serve.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Canwa Financial & Insurance Services Inc.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Vivian Gai<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Insurance Department Manager<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Canwa Private Wealth Management Inc.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Jessica Wang (Chartered Financial Analyst, CFA)<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Executive Director, Partner<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Canwa Family Office Ltd.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Katie Zhong<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Chief Operating Officer<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/span><\/p>

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.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Job Opening<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tTax Manager<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

Job Responsibilities:<\/strong><\/h4>

\u2013<\/span> 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.<\/span><\/p>

\u00a0<\/span>\u2013<\/span> Under the guidance of supervisors, plan and organize the team’s preparation of individual and corporate tax filings and other related documents.<\/span><\/p>

\u00a0<\/span>\u2013<\/span> Lead a client-focused team responsible for completing individual and corporate tax tasks in Canada.<\/span><\/p>

\u00a0<\/span>\u2013<\/span> Prepare complex individual and corporate tax filings.<\/span><\/p>

\u00a0<\/span>\u2013<\/span> Maintain high-level quality control by reviewing tax filings and other work completed by junior team members, ensuring accuracy and completeness.<\/span><\/p>

\u00a0<\/span>\u2013<\/span> Ensure that all work is completed and documented according to our specified standards. Ensure timely invoicing.<\/span><\/p>

\u00a0<\/span>\u2013<\/span> Provide new ideas and methods for improving workflow.<\/span><\/p>

\u00a0<\/span>\u2013<\/span> Mentor junior accountants, including providing guidance and technical assistance, and offering real-time performance feedback for substandard work.<\/span><\/p>

\u00a0<\/span>\u2013<\/span> 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.<\/span><\/p>

\u00a0<\/span>\u2013<\/span> Research and analyze various tax issues.<\/span><\/p>

\u00a0<\/span>\u2013<\/span> Responsible for other assigned duties.<\/span><\/p>

\u00a0<\/h4>

Job Requirements:<\/strong><\/h4>

\u2013<\/span> Minimum 5 years of experience in a senior position specializing in tax work in a public accounting firm.<\/span><\/p>

\u2013<\/span> Professional accounting qualification (CPA, CGA, CA).<\/span><\/p>

\u2013<\/span> Audit experience (preferred).<\/span><\/p>

\u2013<\/span> Experience with foreign reporting.<\/span><\/p>

\u2013<\/span> Completed or soon-to-be-completed CPA In-Depth Tax Course (preferred).<\/span><\/p>

\u2013<\/span> Proactive, highly motivated, and enjoys challenges.<\/span><\/p>

\u2013<\/span> Excellent personnel management and leadership skills.<\/span><\/p>

\u2013<\/span> Outstanding interpersonal skills, prioritizing customer service.<\/span><\/p>

\u2013<\/span> Excellent verbal and written communication skills in both English and Mandarin.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\tTax Assistant (Junior)<\/a>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t

Job Responsibilities:<\/strong><\/h4>

\u2013 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.<\/span><\/p>

\u2013 Under the guidance of supervisors, plan and organize the team’s preparation of individual and corporate tax filings and other related documents.<\/span><\/p>

\u2013 Lead a client-focused team responsible for completing individual and corporate tax tasks in Canada.<\/span><\/p>

\u2013 Prepare complex individual and corporate tax filings.<\/span><\/p>

\u2013 Maintain high-level quality control by reviewing tax filings and other work completed by junior team members, ensuring accuracy and completeness.<\/span><\/p>

\u2013 Ensure that all work is completed and documented according to our specified standards. Ensure timely invoicing.<\/span><\/p>

\u2013 Provide new ideas and methods for improving workflow.<\/span><\/p>

\u2013 Mentor junior accountants, including providing guidance and technical assistance, and offering real-time performance feedback to avoid potential substandard work.<\/span><\/p>

\u2013 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.<\/span><\/p>

\u2013 Research and analyze various tax issues.<\/span><\/p>

\u2013 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).<\/span><\/p>

\u2013 Assist in preparing CRA foreign reporting forms, including T1134 and T1135.<\/span><\/p>

\u2013 Prepare journal entries and provide bookkeeping services based on client needs.<\/span><\/p>

\u2013 Assist in compiling workpapers to support CRA reviews and tax filings.<\/span><\/p>

\u2013 Assist in preparing letters, technical reports, client summaries, and reports for client interactions.<\/span><\/p>

\u2013 Manage client communication and correspondence (answer and transfer calls; send letters; receive clients efficiently, professionally, and friendly).<\/span><\/p>

\u2013 Assist in handling specific client tasks.<\/span><\/p>

\u2013 Provide support to senior accountants.<\/span><\/p>

\u2013 Provide excellent customer service and administrative support as needed.<\/span><\/p>

\u2013 Responsible for other assigned duties.<\/span><\/p>

Job Requirements:<\/strong><\/h4>

\u2013 Practical experience in the income tax field, preferably in a public practice environment.<\/span><\/p>

\u2013 Knowledge and work experience with CRA foreign reporting requirements is a plus.<\/span><\/p>

\u2013 Registered or willing to register with CPA is preferable.<\/span><\/p>

\u2013 Positive attitude, willingness to learn new skills, accept broad responsibilities, flexible, and reliable.<\/span><\/p>

\u2013 Attention to detail and accuracy are crucial.<\/span><\/p>

\u2013 Excellent interpersonal skills, emphasizing customer service.<\/span><\/p>

\u2013 Strong organizational and time management skills.<\/span><\/p>

\u2013 Results-oriented, capable of managing multiple priorities, and strictly adhering to deadlines.<\/span><\/p>

\u2013 Able to accept broad responsibilities.<\/span><\/p>

\u2013 Strong verbal and written communication skills in both English and Mandarin.<\/span><\/p>

\u2013 Eligible to work legally in Canada.<\/span><\/p><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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