Discover the brilliant minds behind our success — a collective of dedicated professionals bringing innovative solutions and unparalleled expertise to every engagement.
From the vibrant streets of South Korea to the dynamic cultures of Argentina and Canada, Natalie Lee has carved a path of excellence that spans continents and industries. Fluent in Korean, English, and conversational Spanish, Natalie’s diverse background shapes her global perspective, making her a true international leader in the accounting world. Her career began in 1998, when she joined Deloitte as an intern after completing her HBA at the University of Western Ontario. What followed was a deep dive into the complexities of enterprise-level assurance services—an experience that allowed her to understand and unravel the intricate operations of large Canadian companies. Armed with a wealth of knowledge from her time in both the public and private sectors as an external auditor, she honed her expertise and vision for the future of accounting.
But it wasn’t until she completed her MBA at McGill University that she realized her true calling—to build something of her own. In 2014, driven by a passion for service and a relentless commitment to excellence, she founded Lee CPA. Her goal was simple: to create a firm that didn’t just meet expectations, but exceeded them. Under her visionary leadership, Lee CPA has blossomed into a force to be reckoned with in the accounting industry.
Now, 10 years later, Lee CPA stands as a thriving beacon of innovation and professionalism, employing a talented roster of CPAs, internal auditors, IT specialists, and contractors. The firm is based in Toronto, Ontario, but serves over 300 organizations across Canada and the U.S. Natalie’s unwavering focus on client satisfaction has driven Lee CPA’s growth, cementing its reputation as a trusted partner in sectors such as daycares, credit unions, schools, and not-for-profit organizations.
Under Natalie’s guidance, Lee CPA continues to evolve and push the boundaries of what’s possible in tax, assurance, and consulting. With a clear vision and an unstoppable drive, Natalie Lee is not just leading a firm—she’s shaping the future of accounting, one client at a time.
Tax Accountant
Yashaswini is a skilled and accomplished tax professional with a robust academic background and broad expertise in both international and domestic taxation. She holds a Certificate in Accounting from York University, Toronto, a Master's in Business Administration (Finance) from PES University, and a Bachelor's in Commerce from Bangalore University, India. Yashaswini began her career at KPMG Global Services Private Limited, where she gained valuable experience as part of the United Kingdom Transfer Pricing (TP) team. Her responsibilities included preparing detailed Transfer Pricing Documentation, ensuring adherence to international tax regulations, and managing complex compliance projects across diverse regions. At Lee Chartered Professional Accounting Professional Corporation, Yashaswini has become a trusted advisor in Canadian tax compliance and advisory services. She specializes in preparing corporate and personal tax returns, navigating CRA audits, and resolving complex tax matters.
Staff Accountant
David is a motivated and detail-oriented Junior Staff Accountant whose passion for numbers and dedication to excellence have marked his journey in the accounting profession. A graduate of the University of Toronto, he earned both a Bachelor of Commerce with a specialization in Accounting and a Master of Accounting and Finance. During his time at university, David actively participated in case competitions and extracurricular activities, further sharpening his analytical and problem-solving abilities. These experiences laid a strong foundation for his professional career, equipping him with a deep understanding of complex financial scenarios. At Lee Chartered Professional Accounting Professional Corporation, David plays a key role in crafting effective tax strategies and optimizing financial performance for clients.
Business Process Manager
Queenie Hau is a highly experienced and dedicated CPA with over 20 years of expertise in corporate and personal tax preparation, financial reporting, and regulatory compliance. Her career spans Hong Kong and Canada, where she has built a reputation for precision, adaptability, and delivering tailored financial solutions to meet diverse client needs. Queenie began her career as an auditor, gaining invaluable experience that formed the foundation for her professional success. At UBA Investments Limited, a publicly listed company in Hong Kong, she managed statutory reporting, prepared consolidated financial statements, and ensured compliance during tax audits. These roles sharpened her skills in financial analysis, audit coordination, and navigating complex tax regulations, establishing her as a trusted advisor to businesses and individuals. Currently, as a key member of Lee Chartered Professional Accounting Professional Corporation, Queenie is responsible for financial budgeting, payroll, and client accounting. She excels in streamlining processes, ensuring compliance, and supporting clients with accurate and actionable financial insights. Her meticulous work ethic and collaborative approach contribute to the firm’s reputation for excellence in client service. A graduate of The Hong Kong Polytechnic University with a Bachelor of Arts in Accountancy, Queenie holds CPA designations in both Canada and Hong Kong. Her dedication to lifelong learning and professional growth allows her to stay ahead of evolving tax legislation and accounting standards.
Business Process Accountant
Mai Nguyen is a highly skilled professional with a Bachelor's degree in Business Administration from Industry University in Ho Chi Minh City, Vietnam, and a certificate in Business Accounting from George Brown College in Toronto. With years of experience, she has built a strong reputation for delivering high-quality services to various organizations. At Lee Chartered Professional Accounting Professional Corporation, Mai is dedicated to ensuring accuracy and efficiency in financial operations. She provides valuable insights and exceptional services in bookkeeping, payroll, and consulting. Her deep expertise in accounting helps clients streamline their financial processes and maintain well-organized, transparent records.
Internal Audit Consultant
Rick Belsby is a distinguished finance professional whose expertise has shaped the credit union sector in Ontario and beyond for over 40 years. A University of Toronto graduate with honors in Finance and Psychology, Rick launched his career at Ward Mallette, specializing in credit union audits and finance. In 1980, Rick took a pioneering role at Hepcoe Credit Union (now Meridian Credit Union), establishing Ontario’s first Internal Audit Department for credit unions. His work set a standard in audit program development and internal controls. Over the years, Rick has held critical positions, including serving on Hepcoe's board and chairing its Audit Committee, where he facilitated transitions to new auditors and implemented key oversight strategies. Rick’s contributions expanded in 1987 when he joined DICO as a consultant, guiding over 30 credit unions to stronger financial health. His groundbreaking efforts included creating structured risk rules, developing key factor guidelines for financial performance analysis, and advising on the New Act for Credit Unions as part of CUCO's Legislation Committee. In 1994, Rick established his own internal audit practice, which grew to serve an extensive client base. A dedicated educator, he has also designed and delivered courses in credit union audit, finance, and asset-liability management. Notably, Rick played an instrumental role in creating one of the first Anti-Money Laundering policies tailored for credit unions. Throughout his career, Rick has seamlessly combined strategic foresight with technical expertise in roles such as External Auditor, Board Member, Regulator, and Strategic Planner. His legacy continues to inspire innovation and progress within the credit union sector.
IT Consultant
Charles MacCorquodale brings a wealth of knowledge and hands-on experience in IT and cybersecurity, honed over two decades in financial IT services and 10 years as a cybersecurity consultant. As a Principal Security Consultant, Charles focuses on helping organizations navigate today's complex digital risks through innovative strategies and robust defenses.
Financial Auditor
Anil, a qualified accounting professional with a Bachelor of Commerce from Osmania University and a postgraduate certificate in Accounting from York University, has over five years of experience in audits, SOX compliance, and financial reporting. Having held key roles at Deloitte and Snowflake, he excels in enhancing internal controls, regulatory compliance, and financial accuracy, combining technical expertise, strategic insight, and meticulous attention to detail.
Financial Auditor
Fiona is a qualified accounting professional with a Bachelor of Business Administration in Accounting and Finance from The Hong Kong Polytechnic University. She is also a graduate of the prestigious Hong Kong Institute of Certified Public Accountants (HKICPA) Qualification Programme.
Financial Auditor
Tiffany is an accomplished Auditor with over four years of experience, specializing in high-quality financial reporting, including audits, reviews, compilations, internal control evaluations, and ESG reporting.
Financial Auditor
Venkatesh is a Chartered Accountant who qualified in 2018 through the Institute of Chartered Accountants of India (ICAI). With over five years of experience at Goldman Sachs, a global leader in investment banking, he brings a wealth of expertise in IFRS, US GAAP, and statutory accounting and reporting requirements.