Building a Financial and Tax Bridge in Toronto: Kelly Wang and Her Professional Service Landscape
In the heart of Toronto’s financial and commercial hub, a tax and finance expert trusted by both corporations and families is making her mark. Kelly Wang, from her role as a senior financial executive in multinational corporations, now leads three professional accounting firms: NAVITAX Financial and Tax Services Inc., Ozden & Cheung CPA Professional Corporation, and Accountrust Business Services INC. Combining a solid financial foundation from China, top-tier international credentials from the UK, and deep, hands-on experience in Canada, she has forged a unique path in cross-border tax and finance, corporate compliance, and family wealth succession, becoming a vital bridge connecting international business and supporting stable corporate growth.
(Kelly Wang)
Kelly Wang’s entrepreneurial journey began with a deep understanding of market needs. Shortly after arriving in Canada, she identified a pressing reality: numerous Chinese enterprises, cross-border entrepreneurs, local small and medium-sized businesses (SMEs), and affluent Chinese-Canadian families were grappling with complex tax issues, stringent compliance requirements, unclear cross-border structures, and a lack of succession planning. Her past experience—gained at prominent companies like Giant Network Group and Noah Holdings—in public company compliance management, strategic finance, and tax planning, combined with a global perspective from her MBA at the University of Edinburgh and dual prestigious credentials as an ACCA member and Canadian CPA, provided the perfect skill set to address these challenges head-on. She made the decisive choice to start her own venture, building a comprehensive service matrix rooted in professionalism and dedicated to serving her clients.
The three firms have distinct, complementary roles, forming a complete service ecosystem. Ozden & Cheung CPA serves as the core audit and compliance entity, focusing on providing high-standard financial reporting, tax filing, audit support, and Canadian compliance framework setup for corporations. It specializes in managing the full financial compliance process for multinationals entering Canada, strictly adhering to US GAAP, IFRS, and SOX 404 requirements, allowing businesses to operate with confidence and security. NAVITAX Financial Service Inc. concentrates on tax strategy and wealth management, offering precise tax-saving solutions, cross-border tax coordination, payroll optimization, and investment tax planning for SMEs and high-net-worth individuals, helping clients legally reduce tax burdens and enhance asset efficiency. Accountrust Business Services INC. focuses on full-cycle business operations, providing local SMEs with financial system setup, process improvement, daily bookkeeping, financial statement preparation, and compliance consulting—lightweight support that allows startups and growing businesses to focus on expansion without being bogged down by financial details.
(Team photo, Kelly Wang is second from the left in the front row)
As Owner & Director of the three firms, Kelly Wang is deeply involved in strategic planning, operational control, and core service delivery. She personally leads international cooperation efforts and negotiates cross-border projects, attracting quality clients through her professional reputation. She manages overall business processes and quality control, establishing standardized service systems to ensure every project is handled rigorously and efficiently. She prioritizes client satisfaction, building long-term trust through patient communication and responsive service. Most importantly, she infuses her core professional strengths into each firm, creating a distinct competitive edge: helping multinationals entering the Canadian market seamlessly address all tax, financial, payroll, and compliance requirements; building tailored financial and tax systems for local SMEs to lower operating costs; and providing estate financial management, tax planning, and intergenerational succession strategies for high-net-worth families to ensure the smooth continuation of family wealth.
Through years of dedicated work, Kelly Wang has achieved remarkable success in Canada. Her teams have served rapidly growing sectors including high-tech, asset management, and consulting, helping hundreds of Canadian and Chinese businesses achieve compliance and stable growth. She has assisted numerous cross-border companies in mitigating tax risks and optimizing cost structures, and enabled many wealthy families to preserve assets and manage orderly succession. Her deep knowledge of the Canadian tax system and international accounting standards, coupled with her understanding of the local business environment and the specific needs of Chinese clients, allows her to design top-level frameworks with a global vision while executing with local expertise, achieving truly seamless cross-border compliance.
In the eyes of her industry peers and clients, Kelly Wang is not just a highly skilled tax and finance expert but also a trusted business partner and problem-solver. Her multicultural background spanning China, the UK, and Canada enables her to find optimal solutions across different regulatory systems. With extensive experience in management accounting and strategic operations, she provides forward-looking advice on corporate development from a financial perspective. Possessing both the business acumen of an entrepreneur and the rigorous attitude of a specialist, she understands commercial logic while adhering to professional ethics.
From Shanghai to Toronto, from a corporate manager to the founder of three accounting firms, Kelly Wang has written a remarkable chapter in her career as a tax and finance expert. The three firms she founded have become benchmark brands in Toronto’s cross-border financial services sector, creating continuous value for Chinese-Canadian corporations and families through their clear positioning, reliable quality, and warm service.
Looking ahead, Kelly Wang will continue to lead her team, deepening their roots in Toronto while expanding their reach across Canada. By continuously optimizing service systems and enhancing professional capabilities, she aims to offer more comprehensive solutions, uphold the highest standards of professional integrity, and maintain a truly global service perspective, helping more businesses achieve stable, long-term success and protecting more families’ enduring legacies, all while delivering professional excellence and brand warmth in the cross-border financial services field.（By Bella）
Company Name: Ozden & Cheung CPA professional corporate
Contact Person: Kelly Wang
Email: ousisyou@gmail.com
City: North York