Photograph of Nancy Lum

Nancy Lum

Principal (N. Lum Ltd. - Partner)


Nancy joined the tax group in D&H Group LLP in 2015 and has specialized exclusively in taxation since 2012. Nancy works closely with our clients to assist them in a wide range of income tax matters including personal and corporate tax planning, business succession planning, non-residents carrying on business in Canada, purchasing or selling a business, and dealing with income tax authorities on objections to income tax assessments. Nancy previously worked with a national firm of Chartered Professional Accountants in Vancouver, BC where she articled and provided audit services to clients in a wide array of industries; she also worked on audit secondments in Singapore and the United States before specializing in tax.

- Member, Canadian Tax Foundation
- Member, Society of Trust and Estate Practitioners, Canada

Author: Finding Opportunities in an Economic Downturn: Estate Freezes (and Refreezes)
CPABC In Focus Magazine
September/October 2020

Author: Reverse Attribution and LCGE Multiplication Plans Foiled
Canadian Tax Foundation – Canadian Tax Focus Volume 7, Number 4,
November 2017

Contributor: Advantages and Disadvantages of Various Forms of Estate Freeze Transactions
Canadian Tax Foundation – B.C. Tax Conference

Author: Tax Traps & Tips: The Moving Process - How It Looks from a Tax Perspective
CPABC In Focus Magazine
January 2014

Your Team
  • BCom (Hons), University of British Columbia
  • Chartered Professional Accountant (Chartered Accountant – 2010)
  • CPA Canada's In-Depth Tax Course Parts 1, 2 and 3
  • Trust and Estate Practitioner (TEP) designation
  • CPA Canada’s In-depth Corporate Reorganizations Course
  • Corporate Structuring & Reorganizations
  • Succession Planning
  • Trust & Estate Planning and Tax Compliance
  • Purchase and Sale of a Business
  • Non-Resident & Cross-Border Tax Matters
  • Corporate and Individual Tax Compliance