Madison is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP) and holds a Master of Management and Professional Accounting (MMPA) degree from the University of Toronto. She has completed the CPA Canada’s In-Depth Tax Course and Indirect Tax Course. Madison shares her knowledge and experiences through her role as a Session Leader and a facilitator for CPA Ontario’s Professional Education Program.
Madison is proficient in both Cantonese and Mandarin. She also brings a wide range of experience to her role as a Financial Planning Specialist. In her previous role as a tax manager from a boutique tax consulting firm, she specialized in developing and implementing tax planning strategies for high net worth individuals and private corporations with a strong focus on Canadian domestic and cross-border succession and estate planning. She also worked extensively with clients on various corporate reorganizations, dispute resolution as well as tax and estate litigation supports.
Madison’s role as a Financial Planning Specialist is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns that you may have.