About Us
JADE CPA is a professional accounting firm specializing in premium tax advisory services. Guided by our core philosophy of Professionalism, Stability, and Trust, we focus on three integrated service areas: comprehensive tax planning, tax audit and dispute support, and tax solutions aligned with trust formation and investment structures.
We are committed to providing businesses groups, investors, and high-net-worth families with long-term, compliant, and well-structured tax and asset solutions, helping clients maximize tax efficiency, manage risk effectively, and achieve the secure intergenerational transfer of wealth.
The name JADE symbolizes stability, purity, and enduring value, reflecting our approach to professional service—solid in foundation, transparent and trustworthy in execution, and steadfast in safeguarding our clients’ long-term interests.
Competitive Advantages
• Integrated Tax & Corporate Structuring Solutions
We combine strategic tax planning with corporate, trust, and holding structure design to enhance tax efficiency, manage risk, and support global operational objectives.
• Regulatory Compliance & Risk Control
Our solutions are developed with a strong focus on compliance, aligning with domestic laws, international tax standards, and evolving regulatory requirements across jurisdictions.
• Cross-Border Perspective
We advise families and business groups with multinational operations, international income streams, and complex ownership structures, providing practical solutions for global growth and restructuring.
• Ongoing Strategic Support
Through a long-term engagement model, we provide regular tax monitoring, structure reviews, and continuous professional advisory services to help clients navigate business expansion and evolving regulatory environments.
Vision & Values
• Vision: To be the most trusted long-term advisor to global business and families, providing thoughtful tax and wealth structuring guidance that preserves, protects, and transitions family wealth across generations.
• Core Values: Professionalism, Transparency, Stability, Long-Term Vision, Client-First
Dedicated Advisors to Global Families and Business Groups
JADE CPA is a specialized cross-border tax and accounting firm advising high-net-worth families, family offices, and international business groups with assets, operations, and stakeholders across Canada, the United States, and Asia. We understand the complexity, sensitivity, and long-term perspective required to manage global wealth and cross-border enterprises.
Integrated Tax, Trust, and Structuring Solutions
With over 20 years of experience, we deliver sophisticated, integrated solutions encompassing tax planning, estate and succession planning, domestic and foreign trust structuring, corporate reorganizations, and holding structure design. Our advice is tailored to each family’s and business group’s strategic objectives, governance considerations, and growth plans.
Preserving Wealth and Supporting Enterprise Growth
We work closely with families to preserve, protect, and transition wealth across generations, while helping business groups optimize cross-border structures, manage regulatory risk, and support sustainable, long-term growth.
Canada–U.S.–Asia Cross-Border Expertise
JADE CPA offers deep technical expertise across the Canada–U.S.–Asia corridor, enabling clients to navigate complex tax regimes, compliance obligations, and regulatory frameworks with clarity and confidence.
Trusted Network & Coordinated Execution
We maintain long-standing relationships with leading tax, legal, and advisory professionals across key jurisdictions, allowing us to deliver seamless, well-coordinated solutions for both private and corporate clients. Our work is characterized by discretion, technical rigor, and practical execution.
Long-Term Advisory Partnership
We act as long-term advisors rather than transactional service providers, supporting families and business groups through evolving life cycles, ownership transitions, regulatory changes, and global expansion with thoughtful, forward-looking advice.