Nancy Zheng

Tax Manager

B. Comm., CPA, CMA

 

Email: nzheng@mcacrossborder.com
Telephone: 416-642-8106

Nancy Zheng

Tax Manager

B. Comm., CPA, CMA

 

Email: nzheng@mcacrossborder.com
Telephone: 416-642-8106

Nancy is a Tax Manager at MCA Cross Border Advisors Inc.

Nancy Zheng is a Chartered Professional Accountant (CPA, CMA) and Tax Manager at MCA Cross Border Advisors Inc. She has nearly a decade of experience in tax preparation, planning & research, as well as investment & variance analysis.

Nancy has reviewed and prepared corporate, partnership, limited partnership, individual, foundation and trust tax returns. She has also managed cross border tax preparation including coordinating with US tax specialists; assisted clients with US returns including 1040NRs, Form 8840 & FBAR; and assisted ultra-high net-worth families on various tax projects & planning opportunities.

Before joining the team at MCA Cross Border Advisors Inc., Nancy worked at a single-family office for one of Canada’s wealthiest families as a Tax Accountant, as well as a Corporate Tax Specialist at a boutique multi-family office within one of Canada’s largest financial institutions, where she worked closely with corporate and ultra-high net-worth families.

Nancy is a Chartered Professional Accountant (CPA, CMA), and has completed the Canadian Institute of Chartered Accountants’ (CICA) in-depth tax course, and the Canadian Security Course (CSC). She also has two honours Bachelor of Commerce (B. Comm.) degrees from the University of Ottawa, with specializations in Finance and Accounting.

Education
  • Bachelor of Commerce (B. Comm.) in Accounting, Honours, University of Ottawa, 2010
  • Bachelor of Commerce (B. Comm.) in Finance, Honours, University of Ottawa, 2007
Certifications & Memberships
  • Chartered Professional Accountant (CPA, CMA)
  • Certificate for CICA In-Depth Tax Course
    (Levels 1-3)

CROSS BORDER PROFESSIONALS

Matt C. Altro

Matt C. Altro

President & CEO

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David A. Altro

David A. Altro

Executive Vice-President

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Edwin Wong

Edwin Wong

Vice-President – Family Office Investment Services

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Sherry Zheng

Sherry Zheng

Vice President – Tax Services

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Valerie Baldassare

Valerie Baldassare

Director of Operations

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Yuan Chu Zi Lao

Yuan Chu Zi Lao

Cross Border Financial Planner

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Jonah Ravel

Jonah Ravel

Cross Border Financial Planner

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Tarun Suri

Tarun Suri

Cross Border Wealth Planner

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Nancy Zheng

Nancy Zheng

Tax Manager

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Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

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