Joan has been involved in the financial services community for over 19 years. Over the last decade, she has advised on some of the prominent deals in the financial services sector across the globe.
She is currently a Partner in KPMG Canada’s Deal Advisory practice, based in Toronto. Before that, she has worked in both KPMG in Hong Kong and London, serving Chinese conglomerates and family offices with their overseas expansion plans, as well as multinationals and private equities entering the Chinese market.
Prior to her relocation to Toronto, she was KPMG’s Insurance deal advisory lead for the ASPAC region and a member of the Corporate Finance Advisory Panel of the Hong Kong Institute of Certified Public Accountants.
She specializes in mergers, acquisition & divestiture related due diligence and deal advisory services especially in the Financial Services industry sector which include Insurance, Banking, Investment Management and Funds.