Three Firms, One Blueprint: Kelly Wang‘s Path of Deep Roots in Toronto

Blueprint

In Toronto’s tax and accounting industry, it‘s not uncommon for clients to switch accountants. But Kelly Wang is an exception. She owns three accounting firms, serving multinational corporations, local small and medium-sized businesses, and high‑net‑worth families. Over nearly two decades, she has built a client base that includes many who have stayed with her for more than five years—some for more than ten. It’s not because she has done anything spectacular, but because she takes every client seriously and learns from every case.

Leo Gjoka, founder of LG Drywalling Inc., is one of Wang‘s earliest clients. When the company was founded, its annual revenue was only one hundred thousand Canadian dollars; today, it exceeds five million. At the time, Leo knew almost nothing about corporate structures or tax compliance in Canada. Wang didn’t give him direct answers. Instead, she asked a series of questions: how large did he want to grow in the next three years? Where did his cash flow mainly come from? Did any family members help manage his finances? The plan she designed for the startup was simple—just the basics: how to register the company, how to keep the books, how to run payroll, how to file taxes. Over ten years, Leo has changed lawyers and insurance brokers, but he has never changed his accountant. When others come to sell him something, they ask “what product do you want to buy?” Wang‘s first question at every meeting is “how are you doing, and what problems are you facing?”

Another case involves He Wenzhong, chairman of Shanghai Houwei New Energy Technology Co., Ltd., and formerly one of the first Chinese executives at Intel. His situation is far more complex than Leo’s—he has a business in China, financial assets and real estate in Canada, and two children living in different countries. When he first came to Wang, he brought a thick stack of documents. Bankers, lawyers, accountants, and insurers each handled their own piece, but no one was helping him connect everything from a global perspective. Wang spent an afternoon sorting through his situation, then proposed a systematic plan: first, clarify each family member‘s tax residency status; second, stratify the assets into different holding layers; and third, design a family trust on that foundation. The trust structure is still being designed, but He Wenzhong is no longer anxious, because he knows every step is moving forward and the underlying logic is sound.

What both cases have in common is that Wang has never actively recommended any “product.” She positions herself as someone who builds systems, not someone who sells products. She has distilled her analytical logic into five dimensions—tax residency status, asset holding structures, information reporting obligations, income distribution mechanisms, and changes in the regulatory environment. Xijiang Su, Associate Professor of Accounting at York University’s Schulich School of Business, noticed this methodology at an industry forum and commented: “The five‑dimension framework she has developed turns cross‑border tax risks from scattered issues into identifiable, manageable dimensions. She doesn‘t just tell clients ‘what to do’—she helps them think through ‘how to design‘ the solution.”

Beyond serving clients, Wang has also created tangible social value. The three firms she leads have together created 23 full‑time jobs. As of 2026, the cumulative taxes paid by the three firms to the federal government and the province of Ontario have exceeded 680,000 Canadian dollars.

In Canada’s tax and accounting industry, changing accountants is as common as changing doctors. Yet Wang has clients who have stayed with her for five years, ten years, or even longer. From a single computer and a desk to three clearly positioned firms, she has spent twenty years proving that accounting is not only about “keeping the books.” Helping clients draw the blueprint—showing them direction when they start, supporting them as they grow, and planning for them as they consider the next generation—at every stage, she gives them a clear path forward.

(By Eric)

Company Name: Ozden & Cheung CPA professional corporate

Contact Person: Kelly Wang

Email: [email protected] 

City: North York

Website: https://ozdencheung.com/management-team

Author: Thelma Fitzgerald