了解团队

As a Business Owner Specialist, High Net Worth Planning Services, Madison, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.

Prior to joining RBC, she spent almost 10 years in public accounting and specialized in developing and implementing tax planning strategies for international artists, private business owners and ultra-high net worth families with a strong focus on international business succession and estate planning, Canadian domestic post-mortem tax planning, foreign affiliate reorganizations and tax dispute resolution.

Madison is proficient in both Cantonese and Mandarin. 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 is also a Session Leader and a Facilitator for CPA Ontario’s Professional Education Program and CPA In-depth Tax Course.

Arthur是一名拥有雄厚专业背景的特许会计师（Chartered Accountant）。他在加入 RBC 之前曾在一家四大会计师事务所，以及一家顶级的加拿大人寿保险公司任职。一次切身经历，让他重新思考自己的职业选择，转而投身于财务规划，为客户提供全面的保险规划方案，帮助他们创造、保护及传承财富。财富规划是一项量身定制的服务，而Arthur将为您精心策划。

凭借过往审计上市保险公司的经验，Arthur会用他的专业知识，深入详细地为您诠释会计、税务与财务规划。他将依托他的专业知识，运用对业内独特而深入的见解，与企业主、高净值家庭及其顾问团队合作，提供最适合客户需求的专属保险规划。

Arthur精通英语和普通话，能在两种语言和文化间自由切换。

Karen is a Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP). She graduated with a Master in Management and Professional Accounting from the University of Toronto and has completed all three levels of the CPA Canada’s In-Depth Tax Course. 

As a tax manager at one of the largest international public accounting firms, prior to joining RBC, Karen specialized in tax planning and compliance for individuals, business owners, large private and public corporations, trusts and partnerships. 

Karen is fluent in Mandarin, Cantonese and English. 

Karen’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have. 

Specialized Financial Planning 

At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Karen Feng, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to your next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis. 

To schedule a meeting with Karen Feng, please contact your advisor.