Wealth Planning
Make significant financial decisions with a clear view of your wealth. We connect your personal and corporate finances to plan for major purchases, liquidity needs and the commitments that matter to you.
Holistic wealth planning led by a CPA
Family Office Approach Now within reach.
Our Services
Tax Structuring
Preserve more of what you have built through thoughtful tax planning. We design and implement corporate reorganizations, ownership structures and capital gains strategies around your personal and business goals.
Estate Planning
Provide for the people who matter to you, on your terms. We 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, we structure the transition around your financial goals.
Insurance Solutions
Protect what you have built and prepare for the unexpected. We integrate personal and corporate insurance into your wealth plan to support succession, tax planning and risk management.
Philanthropic Planning
Make giving a meaningful part of your wealth plan. We structure charitable gifts, donor advised funds and private foundations to support the causes you value during your lifetime and beyond.
How We Work
Your relationship. Our expertise.
Personal guidance. Practical action.
Who We Help
Professional Partners
Accountants, advisors and lawyers seeking planning and implementation support for their clients.
Business Owners
Owners connecting their business wealth with personal goals, succession and a future exit.
Professionals & Executives
Individuals navigating substantial income, corporate assets and equity compensation.
Individuals & Families
Families planning around significant assets, wealth transfers and the next generation.
About Us
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.
Let’s Talk
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