Dean Smith

PhD, CFP, TEP, CPA, CA, RWM
Partner

Direct +1 416 644 1182

Fax +1 416 594 9501

As the President of Cadesky U.S. Tax Ltd., Dean has been providing U.S./Canada cross-border planning and compliance for over 30 years. We assist private clients with their personal, corporate, and estate planning needs taking into account the unique challenges of integrating two independent tax systems.

Qualifications

• Golden Gate University, Graduate Certificate in Estate Planning, 2005
• Certified Financial Planner, FP Canada, 1999
• University of Waterloo, Ph.D. in Financial Accounting, KPMG Doctoral Fellow, 1999
• Certified Public Accountant, Illinois CPA Society, 1998
• Chartered Professional Accountant, CPA Manitoba, 1990
• CICA In-Depth Tax Course, 1989
• Chartered Professional Accountant, CPA Ontario, 1989
• McMaster University, BComm with Honours, 1987

Memberships and Affiliations

• Chairman (Past President), British Canadian Chamber of Trade and Commerce, 2010 to 2021
• Past Chair, American Chamber of Commerce in Canada Tax Committee
• Chartered Professional Accountants of Canada (CPA Canada)
• Chartered Professional Accountants of Ontario (CPA Ontario)
• Chartered Professional Accountants of Manitoba (CPA Manitoba)
• Society of Trust and Estate Practitioners (STEP)
• Society of Real Wealth Managers (RWM)
• Canadian Tax Foundation
• Worshipful Company of Tax Advisors – Liveryman (2019), London, England

Awards and Recognitions

Publications and Speaking Engagements

Professionals

Dean Smith

Subscribe to the Cadesky Tax Newsletter