Henry is the Head of Tax at Our Family Office. Highly detailed and experienced, he relies on a variety of tools to design and implement customized tax strategies that align with each family’s objectives. Henry’s expertise extends internationally, often advising families on complex cross-border tax matters. In addition to his client work, Henry is a frequent speaker in the tax and business community and a regular contributor to the Canadian Tax Foundation. He is also a recipient of the Douglas J. Sherbaniuk Distinguished Writing Award, recognizing his excellence in tax scholarship. As Head of Tax, Henry manages relationships with families and ensures their wealth is preserved and grown for generations to come—always in alignment with their core values.
Highlights of Henry’s Career to Date Include:
- Advocate for Taxpayers: Henry frequently publishes papers within the Canadian Tax Foundation that spark widespread discussion within the tax community. These papers often lead to dialogue with the Department of Finance. Through Henry’s liaison efforts, several of the tax issues raised have resulted in amendments to tax legislation, most recently reflected in the proposal released in August 2024
- North America Finalist: Henry was a finalist in the Rising Star under 40 category at the 12th Annual Family Wealth Report Awards 2025 for North America
- Canadian Tax Foundation Award: Henry, along with co-author Grace Chow, received the Canadian Tax Foundation’s Douglas J. Sherbaniuk Distinguished Writing Award for the best paper published by the Foundation in 2022, titled “Statute-Barred Date: Why Isn’t There Always One?”
- Cadesky Tax: Prior to joining Our Family Office, Henry was the Senior Tax Manager at Cadesky Tax, a boutique tax consulting firm that specializes in Canadian, U.S. and international tax planning. One of his key highlights in his career at Cadesky included developing a comprehensive tax plan for one of the wealthiest families in Canada.
- KPMG LLP: Henry was the Tax Manager at KPMG LLP in the Real Estate group. Henry was involved in several high-profile mergers & acquisition transactions in the Canadian real estate industry.
Professional Credentials & Qualifications:
- Tax Technical Committee for the STEP Canada (The Society of Trust and Estate Practitioners);
- Public Policy Committee for the STEP Canada (The Society of Trust and Estate Practitioners);
- STEP Advanced Certificate in UK Tax for International Clients;
- Chartered Professional Accountant (CPA, CA);
- Certified Public Accountant of Washington (CPA WA);
- Trust & Estate Practitioner (TEP);
- Graduate of the York University Osgoode Hall Law School holding a Master of Laws (LL.M);
- Graduate of the University of Waterloo, holding a Master of Accounting (MAcc)
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?
