Mathew Desilets, Cpa, Ca, Cfp

Mathew Desilets, Cpa, Ca, Cfp

Director, Tax & Estate Planning @ IG Wealth Management

About Mathew Desilets, Cpa, Ca, Cfp

Mathew Desilets is a Director of Tax & Estate Planning at IG Wealth Management, with extensive experience in Canadian corporate and personal tax compliance. He has held various positions at Kingston Ross Pasnak LLP and has completed multiple certifications, including CPA and CFP.

Work at IG Wealth Management

Mathew Desilets has been serving as the Director of Tax & Estate Planning at IG Wealth Management since 2019. In this role, he focuses on providing comprehensive tax and estate planning services to clients. His expertise includes corporate and personal tax compliance, as well as trust and estate planning. Desilets collaborates closely with clients and their advisers to develop effective tax strategies, particularly during significant life events such as international relocations.

Education and Expertise

Mathew Desilets holds a Bachelor of Commerce (BCom) degree in Accounting and Finance from the University of Alberta, completed between 2004 and 2008. He has also achieved the Chartered Accountant (CA) designation from the Canadian Institute of Chartered Accountants, which he completed from 2009 to 2011. Desilets further enhanced his qualifications by completing the CPA Canada In-Depth Tax program from 2012 to 2015 and the In-Depth International Tax program in 2016. Additionally, he obtained the Certified Financial Planner (CFP) certification from FP Canada in 2020.

Background

Before joining IG Wealth Management, Mathew Desilets had an extensive career at Kingston Ross Pasnak LLP in Edmonton, Canada. He began as a Staff Accountant from 2009 to 2011, then progressed to Tax Senior from 2011 to 2014, and later served as Manager, Taxation from 2014 to 2016. He continued to advance his career within the firm, holding the position of Senior Manager, Taxation from 2016 to 2017, and Principal, Taxation for 11 months in 2018.

Achievements

Mathew Desilets has a robust background in Canadian taxation, with extensive experience in corporate and personal tax compliance, as well as trusts and estates. His completion of the CPA Canada In-Depth Tax program is notable for its comprehensive coverage of Canadian tax laws. Desilets specializes in international taxation services, assisting clients with U.S. or international tax ties. His ability to create value through intelligent tax planning is a significant aspect of his professional contributions.

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