Alexander Chan Email & Phone Number

Toronto, Ontario, Canada

In addition to Head of Tax role, also assumed leadership over IMCO’s Legal Entity Governance (IMCO LEG) group. IMCO LEG is responsible for ensuring that IMCO-owned and IMCO-managed legal entities meet all legal, compliance, and regulatory requirements to remain in good standing. IMCO LEG also plays an integral role in maintaining appropriate records, and data/information with respect to IMCO legal entities for wider enterprise access.

Toronto, Ontario, Canada

Joined IMCO in 2020 as Head of Tax to establish and lead a newly created tax department. Responsible for all aspects of IMCO’s tax function, including: - Advising IMCO and its public-sector institutional investor clients on the creation of tax-efficient investment pooling structures that accommodate their varied and complex tax profiles.- Delivering tax advisory and management services to IMCO’s diverse client base, which includes pension plans and other government-related investment funds.- Providing investment tax transaction support for Canadian and international deals spanning across multiple asset classes (Private Equity, Public Markets, Fixed Income, Infrastructure, Credit, Real Estate, and Public Market Alternatives).- Formulating a tax risk management program and global tax strategy tailored to current IMCO clients while at the same time is able to meet the anticipated needs of future IMCO clients.- Managing IMCO’s enterprise tax projects and issues to facilitate IMCO's rapid growth and evolution into a unique global asset management company.- Overseeing tax compliance and controversy activities for IMCO and its clients.

Toronto, Canada Area

Responsible for transaction tax support for CPPIB’s Canadian and Latin American direct investment portfolio, covering Real Estate, Infrastructure, Credit, and Private Equity. Also oversee and manage the investment tax team covering CPPIB’s global capital market investments, which includes publicly traded securities, derivatives, hedge funds, and externally managed portfolios.Lead numerous multi-disciplinary projects across the organization, including strategic initiatives to optimize internal governance and investment structures to invest globally, assessment of risk tolerance regarding the use of available tax exemptions, and an innovative technological solution to track tax risks across the total portfolio.

Hong Kong

Based in CPPIB's Hong Kong Office, provide deal support, tax planning and structuring advice to Investment Departments focusing on the Asia Pacific Region. Cover a wide variety of asset classes such as Real Estate, Direct Private Investments, Infrastructure, Funds, and Relationship Investments.

Toronto

Tax Risk Management - Ensure that policies and procedures to manage both tax matters on investments and corporate related matters are kept current in light of evolving business practices and global regulatory changes; Support the tax management of international offices and operating subsidiaries to minimize the risk of unexpected tax costs or the loss of tax privileges; Maintain knowledge of best practices in tax risk management and introduce improvements as appropriateTax Strategy - Design and implement projects to enhance tax strategy, and coordinate the delivery of tax risk reporting to the Board, senior management and various internal stakeholders; Develop a global coverage map of tax regulatory changes to track and potential opportunities to explore; Support the Tax team’s work with our government affairs department to advance tax initiatives in key markets Tax Compliance - Lead the tax compliance team to develop and rollout enterprise wide procedures to optimize the efficiency and on-going quality of the compliance process; Ensure that increasing global tax compliance obligations are met efficiently and effectively

Practiced as a licensed pharmacist in a variety of locations, acquiring a high level oftechnical knowledge with respect to pharmaceutical and biological products. Alsopracticed in a hospital environment for three years, and have gained a great deal ofexperience with new and innovative treatments typically used in advanced conditions.

Provided deal support and tax planning and structuring advice to Investments group inrespect of wide range of investment opportunities, which included investments in over 30different countries, with deal sizes ranging from under $1MM to over $500MM. Types ofinvestments included direct investments, co-investments, club deals, venture capital,fixed income, fund investments, public equities, convertible bonds, etc.Performed thorough review of the plan’s $129BB investment portfolio, for the purpose ofanalyzing, identifying and documenting tax issues and positions. Issues covered anumber of areas including income tax, indirect tax, transfer pricing, capital tax, stampduties, double taxation treaty analysis, qualification of tax-exempt status, etc.Managed relationships with external tax advisors, which included major accounting firmsand law firms, in various jurisdictions around the worldDesigned and implemented comprehensive tax risk management policies andprocedures to effectively monitor, measure and mitigate both Canadian and foreign taxrisks, as well as to manage and moderate operational risksOversaw tax compliance process which included Canadian and foreign income taxreturns, indirect tax returns (i.e. GST/HST, UK VAT), withholding tax returns (i.e. NR-4,NR-4 Summaries), informational returns (i.e. T-1134s), etc.

Toronto, Canada Area

Managed a portfolio of clients ranging from small-cap Canadian companies to large multi-national companies, including publicly traded companies and Fortune 500 companiesInvolved in a wide range of projects such as tax compliance (i.e. Federal and Provincialtax returns, foreign affiliate reporting, etc.), due diligence, with a particular emphasis onresearch, drafting memoranda, and opinion lettersEffectively delegated work to junior staff, ensuring complexity was appropriate for theirparticular level and ability, reviewing work, and provided constructive feedback to assistwith their growth and developmentSpecialized in foreign affiliate issues (i.e. opinion letters, memoranda, surplus studies,T1134 filings, tax provision work, etc.)Other specific areas of interest: foreign investment entity rules, GAAR, and treatyinterpretation

Masters Of Taxation, School Of Accountancy, Taxation

Juris Doctor, Faculty Of Law

Masters Of Business Administration, Accounting And Finance

Bachelor Of Science In Pharmacy

Education record

Education record