Matthew Lee

Matthew Lee, CPA, CGA, is a seasoned tax professional with extensive experience in tax operations and client reporting. Currently serving as Senior Manager in Tax Operations at Wealthsimple since October 2020, Matthew has previously held key roles at MD Financial Management for eight years, including Client Tax Manager, where expertise in CRS and FATCA implementation was showcased. Earlier experience includes positions at Export Development Canada and Telesat Canada, focusing on GST/HST compliance and tax reporting systems. Matthew holds a Bachelor of Commerce in Accounting from the University of Ottawa and completed the CPA, CGA designation along with the In-Depth Tax Course Certificate of Achievement.