Peter A. Wong

Peter A. Wong  


Executive Summary

Peter A. Wong is a partner in the Tax Group of our Vancouver office. Peter focuses his practice on matters involving Canadian tax issues, and typically advises clients on the Canadian income tax aspects of estate planning, wealth management, corporate reorganizations, and investments in Canadian real estate or businesses. He has developed tax-efficient solutions for Canadians leaving Canada as well as for Canadians investing abroad. He has also assisted clients in resolving disputes with the Canada Revenue Agency and has worked with taxpayers wishing to make a voluntary disclosure.

Fluent in Cantonese as well as English, Peter has advised Cantonese-speaking clients from Hong Kong and certain parts of China.

Representative Work

  • Advised and implemented an innovative estate plan for a Canadian family having assets over $200 million whereby Canadian taxes upon death or a departure from Canada may be minimized.
  • Advised and implemented a corporate reorganization for a wealthy Canadian individual whereby his capital losses could be monetized by his private company.
  • Advised and implemented non-resident trust structures for new immigrants to Canada whereby Canadian taxes could be minimized or avoided and capital may be repatriated to Canada without taxation.
  • Represented and assisted an off-shore financial institution with a court application to minimize the Canadian taxation of a non-resident trust of which the institution was the trustee.

Publications & Presentations

  • Panelist, "Wealth Planning in times of Political Turmoil: Recent Experiences and Strategies", STEP Global Congress 2018 in Vancouver, September 2018.
  • Speaker, "Voluntary Disclosures: Are They Working?", Transcontinental Trusts: Geneva Forum 2018 in Geneva, April 2018.
  • Speaker, “Canada: A Tale of Two Tax Worlds”, STEP Conference in Seattle, September, 2017.
  • Speaker, "Canada: A Sanctioned Tax Haven," ITPA Conference in Monte Carlo, June 2017.
  • Speaker/Author, "Taxation of Canadian Real Estate: An Update," The Canadian Chamber of Commerce in Hong Kong, November 2016.
  • Speaker/Author, "Voluntary Disclosure: Are They Working?," Transcontinental Trusts Conference, June 2015.
  • Speaker/Author, "Trusts with Foreign Beneficiaries," STEP Canada National Conference, June 2014.
  • Speaker/Author, “Canada: A Forgotten Tax Haven,” Transcontinental Trusts Conference, June 2013.
  • Speaker/Author, “Canadian Tax Legislation for Non-Resident Trusts: An Update with Planning Considerations,” Society of Trust and Estate Practitioners (STEP) Seminar, Hong Kong, October 2010.
  • Speaker/Author, “Tax Planning for the Wealthy Family,” Federated Press Publications (FPP) Conference, June 2010.
  • Speaker/Author, “Multi-Jurisdictional Planning: Some Selected Cases,” STEP Seminar, May 2010.
  • Speaker/Author, “Tax Planning for the Wealthy Family,” FPP Conference, February 2009.
  • Speaker/Author, “Advanced Estate Planning,” Pacific Business & Law Institute Conference, October 2008.
  • Speaker/Author, “Canadian Taxation of Foreign Trusts,” STEP Asia Conference, Hong Kong, October 2008.
  • Speaker/Author, “Canadian Taxation of Non-Resident Trusts,” STEP Seminar, January 2008.
  • Speaker/Author, “Bill C-33 and Non-Resident Trusts: Some Selected Issues,” Canadian Bar Association Tax Subsection Meeting, October 2007.