Congratulations on a Job Well Done at the Annual Conference!

The 6th CCPAA Annual Conference was held successfully on September 13, 2014 at the Sheraton Parkway Toronto North Hotel and Suites. More than 150 attendees joined the conference, majority of whom being accountants and professionals from related industries.


With the support of the Gold Level sponsors CPA Ontario and Grant Thornton LLP and Bronze Level sponsor Robert Half Canada, CCPAA proudly hosted a number of presentations and a panel discussion under the theme “Wealth Management in Canada: Trends, Best Practices and Regulations.”


 Lori Dalton, Regional Marketing Director of CPA Ontario (2014 CCPAA ACM Gold Level Sponsor)


Young professionals from Grant Thornton LLP (2014 CCPAA ACM Gold Level Sponsor)

OMNI Channel covered the conference and interviewed  Diana Yang, President of CCPAA; Xiaobo Wang, Director of Credit Risk Audit at Scotiabank; and Douglas Melville, Ombudsman and Chief Executive Officer, Ombudsman for Banking Services and Investments. The news was later broadcasted on OMNI channel nationwide.




A broad range of hot topics in wealth management was covered by several esteemed invited speakers. Presentation slides are available for download at



Susan Han at Miller Thomson LLP

Topic: Overview of Regulatory Environment and its Evolvement Trends of Wealth Management in Canada

maggie and allister

Maggie Liu, VP of Professional Development of CCPAA (left), Allister Field, Acting Manager-Enforcement Branch, Ontario Securities Commission (OSC) (right)

Topic: Protect Your Money


Meredith Adolph, Senior Communications Advisor, Investor Education Fund, Ontario Securities Commission (OSC)



Alexandra Clark, the director of Enforcement Litigation at Investment Industry Regulatory Organization of Canada (IIROC)

Topic: Self-regulatory Standards and Enforcement Practice


Douglas Melville, Ombudsman and Chief Executive Officer, Ombudsman for Banking Services and Investments (OBSI) (left), Diana Yang, President of CCPAA (right)

Topic: Finding Fair Outcomes for Canadian Investors – Where to Turn When Things Go Wrong


Highlights in the afternoon included presentations by: Joan Jung, partner of Minden Gross LLP, who spoke of legal issues in wealth management; and Jin Wen, tax manager at Grant Thornton LLP, with her colleague Armando Minicucci, who presented on the latest developments in tax compliance.



Joan Jung, partner of Minden Gross LLP

Topic: Common Legal Issues and Concerns in Wealth Management in Canada


Jin Wen, Manager of Tax Services, Grant Thornton LLP

Topic: Latest Development on Tax Compliance and Tax Planning on Succession


Armando Minicucci, Principal of Tax Services, Grant Thornton LLP


In addition to the workshops, the participants also enjoyed a lively panel discussion moderated by Vivian Dai. The panelists at the meeting included: Ms. Liang Tang, Private Banker at Royal Bank of Canada, and Mr. Gregory Tsang, VP of Private Investment Counsel at CIBC.


Gregory Tsang, VP, Private Investment Counsel, CIBC (left), Liang Tang, Private Banker, Royal Bank of Canada (right)



MC: Sean Xiao (Left), Nicholas To (right)


Lovely CCPAA Team  and Volunteers


For more pictures, please visit the following link for a complete list of photos

For more professional development and social networking activities information, please visit our website:, join our wechat group CCPAA-ON and subscribe our wechat info platform ccpaa-on.

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July 30, 2019

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