Masato Oki
Co-founder, Partner, Family Office @Baker Tilly Canada
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WORK HISTORY
Co-founder, Partner, Family Office @Baker Tilly Canada
Vancouver, BC, CA
Family Office
EDUCATION
Upstream Academy
Emerging Leaders Academy
Simon Fraser University
BBA
Chartered Professional Accountants of Canada (CPA Canada)
CPA
ABOUT MASATO OKI
Masato Oki joined Wolrige Mahon LLP in 1997 and was admitted into the firm as Assurance Partner in 2010. With the rest of his firm, he became a partner in the newly merged Baker Tilly WM LLP firm in August 2018.Masato Co-Founded the firm’s Family Office practice through which he aims to be our High Net Worth clients’ Personal CFO. As such Masato acts as the Trusted Advisor Quarterback who coordinates the clients\' team of professional advisors. At a high level he helps with- Strategic planning, personal cash flow, budgeting, bill pay and document management- Legacy issues such as succession/estate planning, NextGen coaching, philanthropy, and risk management- Objective investment oversight (managing clients investment managers, as well as other non-managed investments) and net worth analysisIn addition, Masato’s practice also includes the provision of a range of Year-End compliance services for a diverse client base with a specialization in automotive and equipment dealerships.Professional Education & AffiliationsChartered Professional Accountants of British Columbia – MemberFamily Enterprise Canada - Family Enterprise Advisor Simon Fraser University – Bachelor in Business AdministrationUpstream Academy - Emerging Leaders AcademyCommunity AffiliationsNew Car Dealers Association of British Columbia – Associate MemberChor Leoni Men\'s Choir - Past DirectorHighlands Preschool Centre Society – Past Director and Treasurer
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