Matthew Lee, Cpa, Cga
About Matthew Lee, Cpa, Cga
Matthew Lee is a Senior Manager, Account Operations at Wealthsimple with extensive experience in taxation and financial analysis.
Company
Matthew Lee currently works at Wealthsimple as the Senior Manager of Account Operations. Wealthsimple is known for its financial services, including investment management and financial planning. His role since 2020 is based in Ottawa, Ontario.
Title
Matthew Lee holds the position of Senior Manager, Account Operations at Wealthsimple. His responsibilities in this role encompass overseeing operational workflows, ensuring compliance, and optimizing processes within the account operations department.
Professional Experience
Matthew Lee has held several roles across different organizations. He served as Client Tax Manager at MD Financial Management from 2012 to 2020, gaining substantial experience in client taxation. Prior to that, he was a Financial Analyst - Taxation at Export Development Canada from 2010 to 2012. His career began at Telesat Canada, where he worked as a Taxation Analyst from 2009 to 2010.
Education and Certifications
Matthew Lee earned a Bachelor of Commerce with a focus on Accounting from the University of Ottawa, graduating in 2007. He furthered his expertise by achieving the CPA, CGA accounting designation from the Chartered Professional Accountants of Canada (CPA Canada). Additionally, he completed the In-Depth Tax Course Certificate of Achievement (Parts I, II, and III) from CPA Canada.
Taxation Expertise
Matthew Lee provided tax guidance on complex estate assets, including corporations and real estate, to Trust Officers. He acted as a subject matter expert in trusts and estates, offering specialized tax planning recommendations. His work involved preparing and reviewing complex testamentary trust and inter vivos trust tax returns, ensuring compliance and accuracy. He also engaged with CRA/MRQ to resolve discrepancies in assessed tax returns.
Mutual Fund Taxation
At MD Financial Management, Matthew Lee contributed to the preparation of MD mutual fund trust distribution calculations. His role showcased his expertise in mutual fund taxation, ensuring precise and compliant distribution processes.