Open to opportunities

Chi Ho TAM

@chihotam

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Experienced trust and estate practitioner and Australian-qualified accountant pursuing law.

Canada

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What I'm looking for

I am seeking client-facing legal or advisory roles that leverage trust/estate and immigration expertise, compliance responsibilities, and opportunities to grow into litigation or transactional law in a collaborative firm.

I am a certified Trust and Estate Practitioner and Australian-qualified accountant with over three decades of international experience across Hong Kong, Australia and Canada, now pursuing an LLB to become an attorney. I have led a boutique TCSP-licensed consultancy, advising clients on immigration, financial planning and estate planning, and have represented clients with immigration authorities in multiple jurisdictions.

I translate complex common-law legal concepts between English and Chinese (Cantonese Hong Kong) for immigration and family office audiences, and contributed a published chapter on private foundations and trusts. I combine regulatory compliance experience (AML/CFT), client-facing advisory work, and content development to deliver pragmatic, client-centered solutions.

Experience

Work history, roles, and key accomplishments

Current

Immigration Consultant

Current

Ferlin Consulting Services Inc.

Apr 2025 - Present (6 months)

Provide immigration advisory services for Canadian visa applicants across various investment programs, preparing applications, advising on options, and guiding clients through processes to improve approval prospects.

Immigration Advisory Policy Research

Director

Ferlin Consulting Services Ltd

Jun 2013 - Dec 2024 (11 years 6 months)

Led a TCSP-licensed boutique consulting firm providing immigration, trust and company services; advised on investment visas, estate and financial planning, maintained AML/CFT compliance, and generated leads via seminars and marketing.

Estate Planning Immigrant Visas AML CFT Financial Planning Client Relations Policy Analysis