Our team

Alan Lio, CPA, CA

Senior Financial Planning Consultant

Alan has extensive experience in providing financial advice to high net worth and ultra-high net worth individuals and families, as well as owner-managers of private corporations in Canada. In his previous roles at an international accounting and consultancy firm, he has worked with teams of advisors providing tax efficient estate planning, business succession planning and corporate restructuring advice for high profile individual and corporate clients. He has also led various private company mergers and acquisition transactions.

Alan is a Chartered Accountant (CPA, CA). He holds a Master of Taxation Degree (MTax) from the University of Waterloo, and a Bachelor of Commerce Degree (BCom) from the University of British Columbia. He is also a member of the Chartered Professional Accountants of Ontario and the Canadian Tax Foundation. Alan is also fluent in Cantonese and English.

Financial planning and advisory services are provided by Scotia Capital Inc.