AeroLeads people directory · profile
Eugene Wong, Cpa, Cma Email & Phone Number
Director, Charitable Investment Programs
at
Charitable Impact
1 work email found
@canaccord.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Director, Charitable Investment Programs
Location
Vancouver, British Columbia, Canada
Who is Eugene Wong, Cpa, Cma? Overview
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Quick answer
Eugene Wong, Cpa, Cma is listed as Director, Charitable Investment Programs at Charitable Impact, based in Vancouver, British Columbia, Canada. AeroLeads shows a work email signal at canaccord.com and a matched LinkedIn profile for Eugene Wong, Cpa, Cma.
Eugene Wong, Cpa, Cma previously worked as Senior Manager, Portfolio Operations, Mutual Funds & GICs at Canaccord Genuity Group Inc. and Manager, GICs at Canaccord Genuity Group Inc.. Eugene Wong, Cpa, Cma holds Bachelor Of Business Administration (Bba), Accounting from Simon Fraser University.
Company email context
Email format at Charitable Impact
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*@canaccord.com
68% confidence
AeroLeads found 1 current-domain work email signal for Eugene Wong, Cpa, Cma. Compare company email patterns before reaching out.
Profile bio
About Eugene Wong, Cpa, Cma
Eugene Wong, Cpa, Cma is a Director, Charitable Investment Programs at Charitable Impact. He possess expertise in operations.
Listed skills include Operations.
Current workplace
Eugene Wong, Cpa, Cma's current company
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11 roles
Eugene Wong, Cpa, Cma work experience
A career timeline built from the work history available for this profile.
Director, Charitable Investment Programs
Current
Oct 2023 - Present
Senior Manager, Portfolio Operations, Mutual Funds & Gics
Apr 2020 - Aug 2023
Manager, Gics
• Led a dedicated operational support team administering over $6B in GIC assets• Helped build Canada's largest GIC deposit network which includes over 70 financial institutions• Redesigned the firm's internal order entry and reconciliation systems for GICs
Nov 2018 - Apr 2020
Manager, Portfolio Operations
Oversaw all operational activity behind Canaccord Genuity Wealth Management’s (CGWM) portfolio investment programs:• Private Investment Management (PIM) - $6B AUA discretionary portfolio investment service offered by CGWM portfolio managers• Unified Managed Accounts (UMA) - $1B AUA discretionary SMA platform offering best-in-class money management from renowned 3rd party institutions• Fee Based - $5B AUA non-discretionary full service investment platform
Jun 2016 - Apr 2020
Manager, Mutual Funds
• Managed a key operations business unit administering over $6B in mutual fund assets• Performed operational due diligence on prospective issuers and fund offerings• Represented CG on industry committees and working groups (CIRO, IIAC, FundSERV)• SME on mutual fund-related matters pertaining to CRM, FATCA and POS regulation
Sep 2013 - Apr 2020
Financial And Operations Principal
• Registered principal for all US subsidiary-based operational activity and oversight of 30 staff members• Primary operations liaison for US regulators (SEC, FINRA)• Relationship manager for US clearing firm• Internal control audits
May 2011 - Sep 2013
Manager, Business Processes
• Project management for Compliance, Finance, HR and Operations departments• Developed and implemented automation solutions for CDS/DTC processing and GIC reconciliation• Negotiated vendor and equipment lease contracts which led to 6-digit annual savings for the firm• Revamped PMO framework and introduced KPI and dashboard reporting
May 2011 - Sep 2013
Senior Accountant
• Presentation of monthly and quarterly financial results to senior management and executives• Daily cash management including $300M+ in fixed income (BA's, T-Bills and overnight deposits)• FX hedging and reporting• Full cycle accounting for Haywood UK (UK GAAP)• Supervision and training of junior accounting staff
Jan 2008 - May 2011
Intermediate Accountant
• Full cycle accounting for Haywood USA (US GAAP)• Cost modelling and analysis• Bank and G/L account reconciliation• Monthly invoicing for 6 Canadian introducing broker firms• Year end audit and tax support
Mar 2006 - Jan 2008
Mutual Funds Administrator
• Mutual fund order execution for Canaccord and Credential (now Aviso) investment advisors across Canada• Commission and trailer fee allocation• Fund company correspondence and reconciliation• Social event organizer
Oct 2002 - Mar 2006
2 education records
Eugene Wong, Cpa, Cma education
Bachelor Of Business Administration (Bba), Accounting
Education record
Port Moody Secondary
FAQ
Frequently asked questions about Eugene Wong, Cpa, Cma
Quick answers generated from the profile data available on this page.
What company does Eugene Wong, Cpa, Cma work for?
Eugene Wong, Cpa, Cma works for Charitable Impact.
What is Eugene Wong, Cpa, Cma's role at Charitable Impact?
Eugene Wong, Cpa, Cma is listed as Director, Charitable Investment Programs at Charitable Impact.
What is Eugene Wong, Cpa, Cma's email address?
AeroLeads has found 1 work email signal at @canaccord.com for Eugene Wong, Cpa, Cma at Charitable Impact.
Where is Eugene Wong, Cpa, Cma based?
Eugene Wong, Cpa, Cma is based in Vancouver, British Columbia, Canada while working with Charitable Impact.
What companies has Eugene Wong, Cpa, Cma worked for?
Eugene Wong, Cpa, Cma has worked for Charitable Impact, Canaccord Genuity Group Inc., Haywood Securities Inc., and Haywood Securities.
How can I contact Eugene Wong, Cpa, Cma?
You can use AeroLeads to view verified contact signals for Eugene Wong, Cpa, Cma at Charitable Impact, including work email, phone, and LinkedIn data when available.
What schools did Eugene Wong, Cpa, Cma attend?
Eugene Wong, Cpa, Cma holds Bachelor Of Business Administration (Bba), Accounting from Simon Fraser University.
What skills is Eugene Wong, Cpa, Cma known for?
Eugene Wong, Cpa, Cma is listed with skills including Operations.
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