Patrice Wong

Principal, Tax and Estate Planning

LLM, CPA, TEP

With over 25 years of experience in the accounting and financial services industry, Patrice is a seasoned accountant, auditor, tax specialist, and trust and estate advisor. At Kerr Financial, he is dedicated to helping high-net-worth families achieve their tax and estate planning goals, providing expert guidance tailored to their unique financial needs.

Education, Professional Designations and Certifications

  • Master of Laws degree in Taxation, HEC Montréal/Université de Montréal (LLM)
  • Chartered Professional Accountant (CPA)
  • Trust and Estate Practitioner (TEP)
  • Master of Laws – Legum Magister – (LLM)
  • Member of ACCA and ICAEW in the UK
  • Member of the Society of Trust and Estate Practitioners (STEP)

Career Background

Prior to joining Kerr Financial, he spent over a decade with two established Montreal investment firms, where he specialized in tax and estate planning for high-net-worth families. His early career was shaped by valuable experience with leading professional accounting firms, building a strong foundation in comprehensive financial services.

Specializations and Expertise

  • Over 25 years of expertise in accounting, auditing, tax strategy, and trust, estate planning, and estate administration
  • Skilled in crafting and implementing complex tax and estate plans, as well as managing the administration of estates, tailored to the needs of high-net-worth families
  • Extensive experience from over a decade with Montreal investment firms, specializing in tax, estate planning, and estate administration for affluent clients
  • Strong foundation in comprehensive financial services built through roles at leading professional accounting firms

Companies

  • Kerr Financial Consultants Inc. (KFC) – Patrice provides tax, accounting, governance, and estate planning advisory services through KFC.

Specialized Service Segments