Lilly Zhou

Lilly is a Partner in our Asset Management Tax practice, with more than 15 years of broad and in-depth experience in tax services for Canadian investment funds and asset managers. Lilly has led large tax teams, providing tax compliance and advisory services for most of the largest asset managers in Canada, and providing service to all major Canadian retail mutual funds, exchange traded funds, private equity and alternative funds.  

In addition, Lilly has extensive knowledge and tax consulting experience on investment fund related tax planning and tax compliance issues, such as fund structuring, product design and tax efficiency, offshore investment fund tax strategy, fund merger, foreign withholding tax, and complex corporate actions. Lilly has presented on tax technical topics in various tax seminars and lectured Canadian tax rules relevant for investment funds to major Canadian investment fund managers. 

In addition, Lilly reviews tax provision, tax related disclosure on financial statements, and prospectus for investment funds and investment fund managers.