Zoe (Xing) Xu, CFA, CPA, CA
Business Development Consultant at BMO Private Wealth- Claim this Profile
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Mandarin -
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Bio
Gavin B.
I have known Zoe since 2011 when she joined SLF. She worked under my direct supervision on a few engagements. She impressed me a lot when we worked together. Zoe has strong analytical skills to diagnose problems and propose viable solutions. Her critical thinking and creativity added great value to our audit work. During the fieldwork, Zoe showed confidence as a professional and was considerate to client and other team members.
Gavin B.
I have known Zoe since 2011 when she joined SLF. She worked under my direct supervision on a few engagements. She impressed me a lot when we worked together. Zoe has strong analytical skills to diagnose problems and propose viable solutions. Her critical thinking and creativity added great value to our audit work. During the fieldwork, Zoe showed confidence as a professional and was considerate to client and other team members.
Gavin B.
I have known Zoe since 2011 when she joined SLF. She worked under my direct supervision on a few engagements. She impressed me a lot when we worked together. Zoe has strong analytical skills to diagnose problems and propose viable solutions. Her critical thinking and creativity added great value to our audit work. During the fieldwork, Zoe showed confidence as a professional and was considerate to client and other team members.
Gavin B.
I have known Zoe since 2011 when she joined SLF. She worked under my direct supervision on a few engagements. She impressed me a lot when we worked together. Zoe has strong analytical skills to diagnose problems and propose viable solutions. Her critical thinking and creativity added great value to our audit work. During the fieldwork, Zoe showed confidence as a professional and was considerate to client and other team members.
Credentials
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Canadian Securities Course (CSC®)
Canadian Securities InstituteDec, 2022- Nov, 2024 -
Chartered Financial Analyst (CFA)
CFA Institute -
Chartered Professional Accountant
Chartered Professional Accountants of Canada (CPA Canada)
Experience
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BMO Private Wealth
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Canada
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Financial Services
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700 & Above Employee
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Business Development Consultant
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Jun 2021 - Present
• Serve as the first point of contact for BMO fee-based products and assist with inquiries on managed asset programs. • Works closely with the Managed Solutions Group to build portfolios and run performance analysis for HNW and UHNW clients using Morningstar Direct and Zephyr. • Serve as the first point of contact for BMO fee-based products and assist with inquiries on managed asset programs. • Works closely with the Managed Solutions Group to build portfolios and run performance analysis for HNW and UHNW clients using Morningstar Direct and Zephyr.
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BMO
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Canada
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Financial Services
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700 & Above Employee
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Audit Manager
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May 2017 - Jun 2021
• Led/Conducted audits of front, middle and back office business units within Capital Markets, including Equity Products, Fixed Income, Commodities, Foreign Exchanges, Market/Credit Risk, Valuation Products Control, Models and Regulatory Compliance. • Led/Conducted audits of front, middle and back office business units within Capital Markets, including Equity Products, Fixed Income, Commodities, Foreign Exchanges, Market/Credit Risk, Valuation Products Control, Models and Regulatory Compliance.
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CIBC
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Canada
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Banking
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700 & Above Employee
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Audit Manager
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Dec 2014 - Apr 2017
• Led multiple audits as Auditor in Charge, responsible for developing risk assessment and audit plan, supervising fieldwork, reviewing team members’ working papers, and reporting audit status to clients and the Portfolio Director. • Led multiple audits as Auditor in Charge, responsible for developing risk assessment and audit plan, supervising fieldwork, reviewing team members’ working papers, and reporting audit status to clients and the Portfolio Director.
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Schwartz Levitsky Feldman LLP
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Canada
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Accounting
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1 - 100 Employee
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Intermediate Accountant
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Jan 2011 - Dec 2014
• Conducted audit/review/SOX testing for clients in a diverse range of industries, from Retail, Manufacturing, Hospitality, Real Estate, Mining to Non-profit Organizations, and demonstrated ability to learn quickly on each project. • Identified fraud risks while working on an IPO engagement, proposed creative procedures to collect audit evidence, and assisted in the fraud investigation of this case conducted by SEC. • Conducted audit/review/SOX testing for clients in a diverse range of industries, from Retail, Manufacturing, Hospitality, Real Estate, Mining to Non-profit Organizations, and demonstrated ability to learn quickly on each project. • Identified fraud risks while working on an IPO engagement, proposed creative procedures to collect audit evidence, and assisted in the fraud investigation of this case conducted by SEC.
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Staff Accountant
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Sep 2008 - Apr 2010
• Participated in annual audits and quarterly review engagements across Retail, IT, Real Estate, and Manufacturing industries. • Participated in annual audits and quarterly review engagements across Retail, IT, Real Estate, and Manufacturing industries.
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Education
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2010 - 2011
University of Toronto
Master of Management & Professional Accounting -
2004 - 2008
Nankai University
Bachelor of Business Administration (B.B.A.), International Accounting (CGA Program)
Community
