Winnie Yu Wong, FCPA, FCA, TEP, CFP CFE
Chair, HLB Global China Services at Schwartz Levitsky Feldman LLP Chartered Accountants- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Native or bilingual proficiency
-
Chinese Native or bilingual proficiency
Topline Score
Bio
Credentials
-
Certified Financial Planner
Financial Planning Standards Council -
Certified Fraud Examiner
Association of Certified Fraud Examiners -
Chartered Accountant
Institute of Chartered Accountants of Ontario -
Member of Canadian Tax Foundation
Canadian Tax Foundation
Experience
-
Schwartz Levitsky Feldman LLP
-
Canada
-
Accounting
-
1 - 100 Employee
-
Chair, HLB Global China Services
-
Jan 2014 - Present
SLF is a firm with over 70 years of experience, equipped to offer individuals and businesses a full range of assurance, tax and advisory services. The professional firm creates smart, workable solutions and provides informed business advice for over 5,000 clients every year. At SLF, we go beyond the numbers, by thinking ahead to what clients need to achieve their objectives. Our unique advantage in rendering advisory services is our experience in servicing a diverse client base and our ability to draw on the expertise of our various divisions to provide clients with comprehensive solutions. We take a proactive approach and are very much part of our clients’ professional team, offering expert guidance as the business grows. Show less
-
-
-
-
Partner
-
Jan 1993 - Dec 2013
A Greater Toronto based public accounting firm providing professional services to small businesses and entrepreneurial clients in Toronto, North York, Scarborough, Markham, and Richmond Hill. We provide clients with services in auditing, reviewing and compiling financial statements, tax planning, corporation and personal tax returns, computerized bookkeeping, consultation for business growth, and wealth management for individuals. We have experience in servicing Canadian and international business in manufacturing, distributing and retailing. We also have valued clients in businesses of professional service providers including dentists, doctors, lawyers, architects, IT consultants, insurance agents, real estate agents, mortgage brokers and travel agencies. Show less
-
-
-
Ontario Financing Authority, Ministry of Finance
-
Toronto, Ontario
-
Board of Director and Chair of Audit Committee
-
1997 - 2003
Appointed by the Lieutenant Governor in Council, the Board of Directors supervises the business of the Ontario Financing Authority, approves annual corporate plan and set sout objectives and strategies. The Board also approves the Province's annual financing and debt management plan and key policies applied by the Ontario Financing Authority in capital market transactions and management of the Province's debt and investment portfolios. The Board's Audit Committee reviews the financial statements of the OFA, including the Provincial Auditor's report, for recommendation to the Board, oversees the internal audit process and receives the advice of internal auditors and the Provincial Auditor regarding the adequacy of internal controls. Show less
-
-
-
Citibank, Hong Kong
-
Hong Kong
-
Assistant Vice President
-
1987 - 1988
Prior to coming to Canada, Winnie worked for international banks in the area of trade financing, credit & marketing and foreign exchange. She was a Senior Relationship Manager at the Citibank in Hong Kong, responsible for the Bank’s corporate lending portfolio with commercial, trading and manufacturing sectors. Prior to coming to Canada, Winnie worked for international banks in the area of trade financing, credit & marketing and foreign exchange. She was a Senior Relationship Manager at the Citibank in Hong Kong, responsible for the Bank’s corporate lending portfolio with commercial, trading and manufacturing sectors.
-
-
-
Chase Manhattan Bank, Hong Kong
-
Hong Kong
-
Assistant Vice President
-
1983 - 1986
Winnie was trained as an international banking officer in the area of credit and marketing. She went through thorough credit training with this leading international bank, and was advanced to the position of Assistant Vice President overseeing a portfolio of commercial accounts in the areas of electronics and data management, textiles and garments, and toys manufacturing. Winnie was trained as an international banking officer in the area of credit and marketing. She went through thorough credit training with this leading international bank, and was advanced to the position of Assistant Vice President overseeing a portfolio of commercial accounts in the areas of electronics and data management, textiles and garments, and toys manufacturing.
-
-
-
Bank of Tokyo, Hong Kong
-
Hong Kong
-
Officer, International trade and Foreign Exchange
-
1981 - 1982
The experience at the Bank of Tokyo ranges from training in the international trade department, handling export documentations, to Foreign Exchange transactions in the dealing room. Winnie worked at the currency and exchange desks, and in settlements of the foreign exchange transactions. The experience at the Bank of Tokyo ranges from training in the international trade department, handling export documentations, to Foreign Exchange transactions in the dealing room. Winnie worked at the currency and exchange desks, and in settlements of the foreign exchange transactions.
-
-
Education
-
1990 - 1996
York University - Schulich School of Business
Master of Business Administration (M.B.A.), Entrepreneurial and Small Business Operations -
1978 - 1981
The University of Hong Kong
BSSc, Major in Business Management -
Heep Yunn School
High School/Secondary Diplomas and Certificates
Community
