Geoff Chen

Background

About Geoff Chen

Geoff Chen serves as Vice President, High Net Worth Planner at TD Wealth, where he specializes in tax, estate planning, and wealth preservation. He expertly guides TD Wealth’s high-net-worth clientele toward the fulfillment of their comprehensive wealth planning objectives, adeptly navigating the labyrinth of intricate tax legislation, trust law, and accountancy. Prior to TD Wealth, Geoff held the position of Tax Manager at an international accounting firm, where his responsibilities encompassed the provision of sophisticated tax structuring and advisory services to domestic corporations, family-owned enterprises, family trusts, and affluent individuals. Additionally, he played a pivotal role in resolving disputes with the Canada Revenue Agency, successfully mitigating substantial tax liabilities, penalties, and accrued interest for his clients. Geoff, Geoff Geoff Geoff is a graduate of the Uniform Final Examination (UFE) and has earned the Chartered Accountant (CPA, CA) designation. He also obtained a Master of Laws (LL.M.) with a specialization in tax law from the Peter A. Allard School of Law at the University of British Columbia. Moreover, he holds the Trust and Estate Practitioner (TEP) designation as well as that of Family Enterprise Advisor (FEA). Publications and Speaking Engagements •"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 Practitioners 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 Les renseignements sont fournis pour les résidents canadiens et ne constituent pas des conseils. Pour lire les mentions juridiques complètes, visitez les pages td.com/francais/avis_juridique et https://go.td.com/AvisMediasSociaux Information provided is intended for Canadian residents and does not constitute advice. To read the full disclaimers, please go to and https://go.td.com/SocialDisclaimer.