Julia Bricker
Managing Director: North America Julia Bricker is the Managing Director for WTax’s North American division. Julia is a CPA, CA and qualified as a CA(SA) in South Africa where she completed her auditing articles at Ernst & Young. Julia is also a member of several industry groups, including the Co-Chair of the Withholding Tax Committee for ISSA (International Securities Services Association) and a member of the UK Finance Withholding Tax Committee. Prior to relocating to Canada, Julia held the position of Chief Operating Officer at WTax. In her current role, Julia is responsible for managing relationships with custodian banks and oversight of all tax reclaim filing on behalf of WTax’s North American clients. Julia has an in-depth knowledge of withholding tax recovery processes and tax authority procedural requirements. | | Ian Filion
Regional Director: North America Ian Filion is a Regional Director for WTax serving the Canadian and US markets. Based in Toronto, Ian is responsible for developing new business from institutional channels and has a passion for educating industry participants. He has met with hundreds of North America’s largest asset managers, pensions and endowment funds and has deep understanding of – and appreciation for – the challenges faced by investors involving foreign withholding tax reclamation. Before joining WTax, Ian was a Business Development Manager for Fidelity Investments. Ian has a Bachelor’s degree in Applied Economics from Wilfrid Laurier University and holds a CIM® designation. |