Biography
Based in our Vancouver office, JiaLi is responsible for business development and client relationship management on the U.S. and Canadian West Coast, working with intermediaries who are active in cross-border planning. During her career she has worked closely with trustees, lawyers and UBOs on foreign estate and trust planning matters. JiaLi is a University of Toronto graduate and a qualified CPA, who has previously worked as Tax Manager with both PWC (Toronto) and KPMG (Bermuda). She is a fluent Mandarin speaker.