Kevin Tran

Kevin is the Managing Partner and Head of Integration at Our Family Office. In his work, Kevin draws on his extensive tax knowledge and wealth planning experience to assist families on financial and tax planning matters. Kevin focuses on a holistic approach towards wealth and through the usage of tax-efficient charitable giving, he helps many families achieve their philanthropic goals while integrating their values and visions for the future.

Highlights of Kevin’s Career to Date Include:

• Scotiabank: Prior to joining the firm, Kevin was the Director of Wealth Management Taxation at Scotiabank working with wealthy families across Canada. His key specialization areas while working at the bank included corporate restructuring, estate planning as well as philanthropy.
• PwC: Kevin also previously worked for PwC’s High Net Worth tax practice and has extensive experience in the areas of will planning, post-mortem planning and trusts.

Professional Credentials & Qualifications:

• Chartered Professional Accountant (CPA);
• Graduate of the University of Waterloo holding a Bachelor of Arts, Master of Accounting and Master of Taxation degree.

With a strong dedication and passion for teaching, Kevin has been a lecturer at the Chang School of Continuing Education at Ryerson University since 2012.