Myen Lim, Cpa, Ca, Cfp®, Fea Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

Integrity, Expertise and a Client-driven approachThese are the core values on which I have built my insurance practice. My approach to developing customized and actionable insurance recommendations always starts with the client. My clients include sophisticated individuals, professionals, business owners, and families who have achieved a level of success and need help to protect and grow their wealth in ways that will align with their future vision. In addition to insurance, I bring to the table knowledge and expertise in wealth, tax and estate planning in my former roles as a tax and estate planning specialist in the accounting profession and as a BMO planning advisor in the ultra high net worth wealth management space. I recognize that a team of dedicated professionals can produce better outcomes than one individual. I collaborate with BMO’s wealth management specialists as well as clients’ own advisors to achieve the clients’ goals. Wealth is complex and I am committed to helping my clients articulate their goals and vision, whether it is to preserve or enhance the wealth they have created or leaving a legacy to their beneficiaries. It is my ambition to create a meaningful difference in their lives.

Vancouver, Canada Area

2016, 2017 and 2018 - Recipient of prestigious Platinum Council Award for BC’s top performing plannerIn my role as a wealth planner for ultra high net worth clients, I am passionate in my belief that clients should not accept mediocrity in their wealth planning and I challenge their thinking to ensure they are getting the most out of their hard-earned wealth.It’s not just about the money; it’s about the purpose. It is my role to understand what this purpose is better than anyone else and to provide a roadmap to help the clients achieve their goals. Whether it is providing specialized tax-efficient strategies to ultra high net worth clients in the context of estate, succession planning and wealth preservation; corporate reorganization of privately held corporations; income splitting; asset divestitures or business acquisitions; providing recommendations to structure assets, tax residency and new immigrant issues, my greatest strength lies in my ability to simplify the complexities of these topics, clarifying relevant information into concepts and strategies that clients can easily comprehend.I also act as a supportive, technical resource for my colleagues at BMO Private Banking and Nesbitt Burns with my specialized expertise enriching our comprehensive offering and enhancing the client relationship.Ultimately, I’m driven by the meaningful interactions I share daily with both my partners and clients – and the opportunity to help successful Canadians effectively plan for their future.

• Managed the tax affairs of one of the largest parking management companies in North America, with a focus on ensuring compliance with all U.S. and Canadian commodity and excise tax regulations• Developed and implemented tax-efficient strategies to ensure that Impark’s ongoing multi-million-dollar acquisitions maximize shareholder value and minimize tax risk• Implemented a company-wide initiative to modify our landlord reporting packages and legal contracts with over a thousand landlords to ensure compliance with tax legislation• Acted as resource to all of Impark’s departments with respect to tax matters and led several conference calls with clients to discuss tax disputes

Vancouver, Canada Area

• Managed and supervised the tax compliance and reporting requirements of several large public companies and their subsidiaries, which involved the identification of potential tax planning opportunities• Managed a multi-million-dollar business acquisition involving a publicly held multi-national company by a private equity fund• Developed and implemented a tax minimization strategy to reduce corporate and personal taxes on the sale of a privately held company• Implemented a tax savings plan involving the establishment of trusts and an estate freeze, which allowed a company and its shareholders to save $2 million• Acted as a resource for KPMG US offices on Canadian tax issues, including for a group of Canadian subsidiaries of a US company·• Provided mentorship and guidance to junior team members by setting clear objectives and expectations, contributing to a positive team environmentOther Progressive Roles at KPMG:Tax Manager (October 2002 – September 2004)Tax Specialist (October 2000 – September 2002)