Our Professionals

Our team of professionals work together to provide seamless service to a wide range of clients including private businesses, owner-managers, multi-jurisdictional families and businesses, multi-national corporations and high net worth individuals to help them lower their taxes and minimize tax exposure. We often work in tandem with the client's existing professional team. For more information about the members of our team, select their name from the left.

Russell Vert

Russell Vert

CPA, CA, CPA (MD)

rvert@cadesky.com

+1 416-594-9500 x1549

+1 416-644-0436

+1 416-594-9501

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Professional Status

  • Senior U.S. Tax Manager – Cadesky U.S. Tax Ltd.

Memberships

  • American Institute of Certified Public Accountants (Tax Section)
  • Maryland Board of Public Accountancy
  • Chartered Professional Accountants of Canada
  • Chartered Professional Accountants of Ontario
  • Canadian Tax Foundation

Academic Status

  • Certified Public Accountant (Maryland)
  • Chartered Professional Accountant, Chartered Accountant (Ontario)
  • Bachelor of Arts, The George Washington University
Marco Jotic

Marco Jotic

CPA, CGA

mjotic@cadesky.com

416-498-9500 x5049

647-962-5076

416-498-9501

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Professional Status

  • Tax Manager – Cadesky Tax

Memberships

  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
  • Canadian Tax Foundation

Academic Background

  • CICA In-Depth Tax Course
  • Certified General Accountant (CGA)
  • Encon Group Inc. Insurance Public Practice Award (CGA)
  • Top Ten Recognition Award (CGA)
  • Chartered Business Valuator Program of Studies
  • Teaching assistant at University of Toronto
Mitra Kaveh Mehr

Mitra Kaveh Mehr

MTax

mkavehmehr@cadesky.com

416-498-9500 x5050

647-255-3673

416-498-9501

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Professional Status

  • Tax Senior – Cadesky Tax

Memberships

  • Chartered Professional Accountants of Ontario (Student Member)

Academic Background

  • Master of Tax (MTax), University of Waterloo
  • Graduate Diploma in Accounting, Queen’s University
  • Bachelor of Administrative Studies (Accounting Stream) – Specialized Honours (Distinction, Magna Cum Laude), York University
  • Bachelor of Physics, Shahid Beheshti University
  • Teaching Assistant, York University
Francis Scolt

Francis Scolt

CPA, CA, CPA (IL)

fscolt@cadesky.com

416-594-9500 x1544

416-594-9501

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Professional Status

  • Manager – US Tax Manager – Cadesky US Tax Ltd

Memberships

  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
  • Illinois  Department of Financial and Professional Regulation
  • Canadian Tax Foundation
  • Member of the Board, American Friends of WOTR, Inc. (Illinois Public Charity)

Academic Background

  • Chartered Accountant
  • Certified Public Accountant (Illinois)
  • CICA In-Depth Tax Course
  • MBA – Accounting and Finance, Brennan School of Business, Dominican University, River Forest, IL
  • Bachelors of Commerce, St. Xavier’s College, Kolkata, India

Publications

  • Canadian tax journal (2017) 65:2, 479 – 50 “Taxation of US Citizens or Residents Working for a Canadian Employer” – Contributor US Section
Jeannie Lim

Jeannie Lim

CA, CPA, MMPA

jlim@cadesky.com

416-498-9500 x5020

416-498-9501

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Professional Status

  • Tax Manager – Cadesky Tax

Memberships

  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)

Academic Background

  • Chartered Accountant
  • CICA In-Depth Tax Course
  • Master of Management and Professional Accounting – University of Toronto (Distinction, Dean’s List)
  • Bachelor of Business Administration, specialization in accounting
Cassandra Prokopiw

Cassandra Prokopiw

CPA, CA

cprokopiw@cadesky.com

416-594-9500 x1242

416-594-9501

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Professional Status

  • Tax Senior, Cross-Border Tax Services – Cadesky US Tax

Memberships

  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)

Academic Background

  • Chartered Accountant
  • Bachelor of Commerce, specialization in accounting – Queen’s University
April Wu

April Wu

CPA, CMA, CFA

awu@cadesky.com

416-498-9500 x5033

647-255-3670

416-498-9501

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Professional Status

  • Tax Senior – Cadesky Tax

Memberships

  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
  • Chartered Financial Analyst Institute (CFA Institute)
  • Chartered Financial Analyst Society Toronto (CFA Society Toronto)

Academic Background

  • Chartered Professional Accountant (Ontario)
  • Chartered Financial Analyst
  • Bachelor of Business Administration – Schulich School of Business, York University
Henry Shew

Henry Shew

CPA, CA, TEP, CPA (Washington), MAcc

hshew@cadesky.com

416-498-9500

416-642-8262

416-498-9501

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Professional Status

  • Tax Manager – Cadesky Tax


Memberships

  • Society of Trust and Estate Practitioners
  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
  • The American Institute of Certified Public Accountant
  • Washington State Board of Accountancy
  • Canadian Tax Foundation


Academic Background

  • Trust and Estate Practitioner
  • Chartered Accountant
  • Certified Public Accountant (Washington)
  • CICA In-Depth Tax Course
  • Master of Accounting – University of Waterloo
  • Group Study and In-Residence Leader for CICA In-Depth Tax course
  • Recipient of Ontario Graduate Scholarship
  • Bachelor of Mathematics, specialization in finance (Distinction, Dean’s Honours List) – University of Waterloo
  • Teaching assistant at University of Waterloo


Publications

Simon Cheung

Simon Cheung

JD

scheung@cadesky.com

416 498 9500 x5055

416 498 9501

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Professional Status

  • Tax Manager, Cadesky Tax

Memberships

  • Law Society of Upper Canada
  • Chartered Professional Accountants of Ontario (Student Member)

Academic Background

  • Juris Doctor, Osgoode Hall Law School, York University
  • Master of Accounting, University of Waterloo
  • Bachelor of Science, Biotechnology / Chartered Accountancy, University of Waterloo
Michael Cadesky

Michael Cadesky

FCPA, FCA, FTIHK, CTA, TEP

mcadesky@cadesky.com

1 416 498 9500 x5015

416-498-1485

1 416 498 9501

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Professional Status
  • Managing Partner, Cadesky Tax
  • In full-time income tax practice since 1980
  • Chair, CPA Canada Tax Committee for Small and Medium-Sized Enterprises
  • Chair, Lee, Cadesky & Company Limited, International Tax Consultants, Hong Kong
  • Elected Fellow of CPA Ontario (FCA Designation)
  • Past Governor, Canadian Tax Foundation
  • Chairman, Society of Trust and Estate Practitioners (STEP Worldwide), 2004—2006
  • Chair, STEP Canada, 1998—2004; currently Vice President of STEP Worldwide
  • Chairman, Tax Specialist Group (TSG), 1999—present
  • Chairman, International Tax Specialist Group (ITSG), 2005—present
  • Author of numerous papers on Canadian and international taxation, lecturer and media commentator on tax issues
  • Editor-in-Chief, Taxation of Real Estate in Canada (Carswell), co-author, Trusts and International Tax Treaties (Tottel), Taxation at Death (Carswell), Towards Greater Fairness in Taxation, A Model Taxpayer Charter (IBFD)
  • Frequent speaker at professional seminars in Canada, the Caribbean, Europe, and Asia
  • Specialist in international tax matters, with knowledge of numerous tax systems around the world
  • Advised on tax policy and administration to Minister of National Revenue, Auditor General, Department of Finance, Canada Revenue Agency and several foreign governments
  • Board member, Asia Oceania Tax Consultants Association (AOTCA)
Memberships
  • CPA Canada
  • CPA Ontario (Fellow)
  • Canadian Tax Foundation
  • Taxation Institute of Hong Kong (Fellow)
  • Society of Trust and Estate Practitioners
  • International Fiscal Association
Academic Background
  • CICA In-Depth Tax Course, 1983
  • Chartered Accountant (Ontario), 1980
  • Master of Business Administration – Accounting, Finance, and Economics, York University, 1978
  • Recipient of Ontario Graduate Scholarship and Graduate Research Fellowship
  • Bachelor of Science – Physics and Applied Mathematics (First Class Combined Honours), York University, 1976
Grace Chow

Grace Chow

FCPA, FCA, FCCA (UK), FTIHK, CTA, TEP

gchow@cadesky.com

1 416 498 9500 x5014

416-498-5285

1 416 498 9501

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Professional Status
  • Partner, Cadesky Tax
  • Director, Lee, Cadesky & Company Limited, International Tax Consultants, Hong Kong; Macao; Shen Zhen, China
  • Co-Chair, Membership Committee, STEP Worldwide
  • Member, Council of the Society of Trust and Estate Practitioners (STEP) Worldwide (2011 to 2013)
  • Chair, STEP Canada (June 2007 to June 2009)
  • Elected Fellow of CPA Ontario (FCA Designation)
  • Author and co-author of numerous professional papers
  • Co-Author, Taxation of Trusts and Estates, a Practitioner’s Guide (Carswell)
  • Co-Author, Taxation at Death, a Practitioner’s Guide (Carswell)
  • Co-Editor, Chapter 5, Estate Administration, a Solicitor’s Reference Manual (Carswell)
  • Frequent speaker for STEP, Taxation Institute of Hong Kong, and Canadian Tax Foundation
Memberships
  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
  • UK Chartered Association of Certified Accountants
  • Canadian Tax Foundation
  • Society of Trust and Estate Practitioners
  • Taxation Institute of Hong Kong
Academic Background
  • CICA In-Depth Tax Course, 1993
  • Chartered Professional Accountant (Ontario), 1990
  • UK Chartered Association of Certified Accountants (1988)
  • Bachelor of Commerce, University of Toronto
Dean Smith

Dean Smith

PhD, CFP, TEP, CPA, CA

dsmith@cadesky.com

1 416 644 1182

1 416 594 9501

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Professional Status
  • Partner, Cadesky Tax
  • President — British Canadian Chamber of Trade and Commerce (BCCTC)
  • Past Chair tax committee — American Chamber of Commerce in Canada (Amcham)
  • Practicing in taxation since 1989
  • Frequent speaker at conferences and seminars
Memberships
  • Canadian Institute of Chartered Accountants
  • Institute of Chartered Accountants of Ontario
  • Institute of Chartered Accountants of Manitoba
  • Society of Trust and Estate Practitioners
  • The Estate Planners Council of Toronto
  • British Canadian Chamber of Trade and Commerce (BCCTC)
  • American Chamber of Commerce in Canada (AmCham)
  • International Fiscal Association
  • Canadian Tax Foundation
Academic Background
  • CICA — In Depth Tax Course
  • Chartered Accountant (Ontario and Manitoba)
  • Certified Public Account (Illinois)
  • Certified Financial Planner
  • PhD in Financial Accounting — University of Waterloo (1999) — KPMG Doctoral Fellow
  • Honours Bachelor of Commerce (1987) Lyman Hooker scholarship
Peter Weissman

Peter Weissman

FCPA, FCA, TEP

pweissman@cadesky.com

1 416 644 1481

1 416 594 9501

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Professional Status
  • Partner, Cadesky Tax
  • Practicing in taxation since 1988
  • Past Governor of the Canadian Tax Foundation
  • National Chair, Education Committee of the Society of Trust and Estate Practitioners of Canada (STEP)
  • Past National Chair, Student Liaison Committee of STEP Canada
  • Elected Fellow of CPA Ontario (FCA Designation)
  • Inaugural Co-Chair of the former Disability Advisory Committee to The Minister of National Revenue
  • Member of the Automotive Parts Manufacturers’ Association advisory committee on R&D incentives to the Canada Revenue Agency (CRA)
Memberships
  • Canadian Tax Foundation
  • Society of Trust and Estate Practitioners
  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
Academic Background
  • CICA In-Depth Tax Course
  • Trust and Estate Practitioner
  • Chartered Professional Accountant (Ontario), 1988
  • Bachelor of Business Administration, York University (1986).
Nancy Yan

Nancy Yan

MBA, CPA, CA, TEP

nyan@cadesky.com

1 416 498 9500 x5019

1 416 498 6520

1 416 498 9501

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Professional Status
  • Partner — Taxation, Cadesky Tax
  • Practicing in taxation since 2000
  • Specializing in Canadian and International tax including estate and succession planning, cross-border transactions and international business structuring
  • Editor, Taxation of Real Estate in Canada (Carswell)
  • Presenter to Tax Specialist Group Annual Conference
  • Presenter to International Tax Specialist Group Annual Conference
Memberships
  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
  • Canadian Tax Foundation
  • Society of Trust and Estate Practitioners
Academic Background
  • CICA In-Depth Tax Course, 2001
  • Chartered Accountant (Ontario), 2000
  • Master of Business Administration, University of Toronto, 1998
  • Recipient of Ontario Graduate Scholarship and Graduate Research Fellowship
  • Bachelor of Science, University of Toronto
Michael Peggs

Michael Peggs

mpeggs@cadesky.com

1 416 644 1484

1 416 498 9501

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Professional Status
  • Principal at Cadesky Tax, practicing in the area of international transfer pricing
  • Alliance Partner, TPA Global – a global network of transfer pricing professionals
  • Expert in transfer pricing matters, in full-time practice since 1998
  • Experienced in transfer pricing controversy matters, analysis, documentation and appeals
  • Commentator: Discussion Draft of proposed revisions to Chapter VI of the OECD Transfer Pricing Guidelines (with Wendy Nicholls, David Bowen, et. al.), Working Party No. 6 of the OECD Committee on Fiscal Affairs, September 13, 2012
  • Presenter: Ownership Issues, Meeting with Business Representatives on the Transfer Pricing Aspects of Intangibles. Presentation to Working Party No. 6 of the Committee on Fiscal Affairs, 7-9 November 2011, OECD, Paris
  • Commentator: OECD review of administrative aspects of transfer pricing, Working Party No. 6 of the OECD Committee on Fiscal Affairs (with Wendy Nicholls, Rose Zhou et. al.), June 29, 2011
  • Commentary: OECD project on the Transfer Pricing Aspects of Intangibles, Working Party No. 6 of the OECD Committee on Fiscal Affairs, (with Glen Haslhofer and Horatio Morgan), September 15, 2010
  • Commentator: Comparability issues in transfer pricing analysis, OECD Committee on Fiscal Affairs request for commentary from business on proposed revision to Chapters I-III of the OECD Guidelines, with Tifaine Human and Julie Dermine, 2003
Memberships
  • International Fiscal Association
  • Canadian Tax Foundation
  • TPA Global
Academic Background
  • BA (Hons.) in economics, Queen’s University (1997)
Matthew Cho

Matthew Cho

CPA, CA, TEP

mcho@cadesky.com

1 416 498 9500 x5032

1 416 498 4437

1 416 498 9501

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Professional Status
  • Partner, Cadesky Tax
Memberships
  • Society of Trust and Estate Practitioners
  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
Academic Background
  • CICA In-depth Tax Course
  • Bachelor of Commerce, University of Toronto
Recent Publications
  • FCA Upholds Sommerer re Subsection 75(2) and FMV Sales“, First published by the Canadian Tax Foundation in (2012) 2:3 Canadian Tax Focus
  • Withholding Tax on Capital Distributions to Non-Residents“, First published by the Canadian Tax Foundation in (2017) 7:3 Canadian Tax Focus
Bali Gaikwad

Bali Gaikwad

CGA, CPA

bgaikwad@cadesky.com

1 416 644 1482

1 416 594 9501

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Professional Status
  • Senior Tax Manager, Cadesky Tax
Memberships
  • Certified General Accountants of Canada
  • Certified General Accountants of Ontario
  • Canadian Tax Foundation
Academic Background
  • Certified General Accountant (Ontario)
  • CICA In-Depth Tax Course
  • Certified Public Accountant (Delaware)
  • Bachelor of Commerce
Shirley He

Shirley He

she@cadesky.com

1 416 644 0243

1 416 594 9501

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Professional Status
  • Senior Manager, Cross-Border Tax Services — Cadesky US Tax Ltd.
Memberships
  • Chartered Professional Accountants of Ontario
  • Certified General Accountants of Ontario
  • Enrolled Agent (US IRS)
Academic Background
  • Certified General Accountant (Ontario)
  • BS Accounting – Louisiana State University