Geoff Chen

Background

About Geoff Chen

Geoff Chen is a vice president with TD Wealth, he specializes in tax, estate planning and wealth preservation, he assists TD's high net worth clients to achieve their wealth planning goals and navigate through complex legislation and regulation in tax law, trust law and accountancy. Prior to joining TD Wealth, he was a tax manager with an international accounting firm. His practice included providing tax structuring and consulting services to domestic corporations, family-owned businesses, family trusts and high net worth individuals. He also helped his clients on dispute resolution with Canada Revenue Agency and managed to reduce significant tax liability, penalties and interest for his clients. Geoff completed the Uniform Final Examination (UFE) and obtained Chartered Accountant (CPA, CA) designation. In addition, he earned a Master of Laws (LL.M.) with a tax law specialization from Peter A. Allard School of Law at University of British Columbia. He also holds Trust and Estate Practitioner (TEP) designation. UBC Professional Memberships and Associations •Member, Canadian Tax Foundation •Member, Chartered Professional Accountants of Canada •Member, Canadian Bar Association, B.C. Branch, Taxation Subsection •Member, The Society of Trust and Estate Practitioners (Canada) •Member, The Federation of Asian Canadian Lawyers (British Columbia) Society Publications and Speaking Engagements •"Mortgage Investment Corporations Affected by IFRS 9 Uncertainty" Canadian Tax Focus Volume 9, November 2019 co-written with Phil Ross •"City of Vancouver Empty Homes Tax & Speculation and Vacancy Tax" February 2020 at Edwards, Kenny & Bray LLP •"Essentials of Canadian Life Insurance Planning for Individuals and Corporations" December 2021 at Canadian Tax Foundation Young Practitioner Webinar Series •"Last Year’s Decisions, This Year’s Problems – 2022 Year in Review Tax and Estate Litigation Update" February 2023 at STEP Canada 2022-23 Branch Bundle co-presented with Thorsteinssons LLP and Onyx Law Group