Nancy Zheng

Senior Tax Manager

B. Comm., CPA

 

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

Nancy Zheng

Senior Tax Manager

B. Comm., CPA

 

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

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

Nancy Zheng is a Chartered Professional Accountant (CPA) and Senior 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), 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)
  • Certificate for CICA In-Depth Tax Course(Levels 1-3)

CROSS BORDER PROFESSIONALS

Matt C. Altro

Matt C. Altro

President & CEO

Andrew Vanderhorst

Andrew Vanderhorst

Chief Investment Officer & Portfolio Manager

Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

Jonah Ravel

Jonah Ravel

Director - Cross Border Financial Planning

Elena Trigiani

Elena Trigiani

Director of Operations

Brandon Davies

Brandon Davies

Director - Cross Border Wealth Management

Jessica Lachance

Jessica Lachance

Senior Cross Border Financial Planner

Brad Hemphill

Brad Hemphill

Senior Cross Border Financial Planner

Adam Carris

Adam Carris

Cross Border Financial Planner & Portfolio Manager

Greg Tomkins

Greg Tomkins

Cross Border Financial Planner

Nancy Zheng

Nancy Zheng

Senior Tax Manager

Madhuri Bhat

Madhuri Bhat

Tax Manager

Kelvin So

Kelvin So

Senior Investment Analyst

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

Casper Wong

Casper Wong

Senior Cross Border Tax Associate

Nakeita McKnight-Monrose

Nakeita McKnight-Monrose

Client Services & Administration Specialist

Raeline Moreau

Raeline Moreau

Client Services & Operations Coordinator

Ye Zhou

Ye Zhou

Cross Border Tax Associate

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