Wealth Planning
Make significant financial decisions with a clear view of your wealth. We connect your personal and corporate finances around the commitments that matter to you.
Family Office Approach — Now within reach.
Blue Kite Tax & Advisory Inc. brings wealth, tax and estate planning together in one place. We develop your strategy, manage the details and carry your plan through to implementation, with personal attention and professional expertise at every stage.
Contact UsOur Services
Tax Structuring
Preserve more of what you have built through thoughtful tax planning designed around your personal and business goals.
Estate Planning
Bring together trusts, ownership and tax planning to guide how your wealth is preserved and passed on.
Succession & Exit
Prepare your business and personal wealth for what comes next, whether you are selling or passing ownership to family.
Risk Management
Manage personal and business risk through sophisticated insurance strategies designed around your wealth plan and long-term priorities.
Philanthropic
Structure charitable gifts, donor advised funds and private foundations around the causes you value.
How We Work
Who We Help
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Professional Partners
Accountants, advisors and lawyers seeking planning and implementation support.
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Business Owners
Owners connecting business wealth with personal goals, succession and a future exit.
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Professionals & Executives
Individuals navigating substantial income, corporate assets and equity compensation.
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Individuals & Families
Families planning around significant assets, wealth transfers and the next generation.
Meet Zoe Chu CPA, TEP, CFP®
Zoe founded Blue Kite Tax & Advisory Inc. to make wealth, tax and estate planning clear, personal and practical. She brings over 12 years of experience at Big Four accounting firms and major Canadian banks, and working with leading family offices in Canada, supporting high net worth families and business owners. She has also completed the CPA Canada In-Depth Tax Program.
Her work spans tax and retirement planning, business sales, trusts and estate planning. She considers how assets are held and how personal and business finances fit together, working with clients’ trusted advisors to turn recommendations into practical action. Fluent in English and Mandarin, Zoe brings an understanding of different cultures, family expectations and financial systems to her work.
