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Jonathan Wong, Cpa Email & Phone Number
Associate Director, Portfolio Planning and Analysis
at
RBC Investor Services
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Associate Director, Portfolio Planning and Analysis
Location
Markham, Ontario, Canada
Company size
Who is Jonathan Wong, Cpa? Overview
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Quick answer
Jonathan Wong, Cpa is listed as Associate Director, Portfolio Planning and Analysis at RBC Investor Services, a company with 2277 employees, based in Markham, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Jonathan Wong, Cpa.
Jonathan Wong, Cpa previously worked as Equity Research Associate at Td Securities and Senior Analyst, Debt & Real Estate Finance at Dream Unlimited. Jonathan Wong, Cpa holds Master'S Degree, Accounting from University Of Waterloo.
Company email context
Email format at RBC Investor Services
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RBC Investor Services
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Profile bio
About Jonathan Wong, Cpa
Jonathan Wong, Cpa is a Associate Director, Portfolio Planning and Analysis at RBC Investor Services. He possess expertise in easily adaptable, leadership, communication, teamwork, innovation and 5 more skills.
Listed skills include Easily Adaptable, Leadership, Communication, Teamwork, and 6 others.
Current workplace
Jonathan Wong, Cpa's current company
Company context helps verify the profile and gives searchers a useful next step.
Rbc Investor Services
8 roles
Jonathan Wong, Cpa work experience
A career timeline built from the work history available for this profile.
Apr 2024 - Present
Senior Analyst, Debt & Real Estate Finance
Dream Unlimited Corp. (TSX: DRM.UN)Dream Impact Trust (TSX: MPCT.UN)Dream Office REIT (TSX: D.UN)
Aug 2022 - Mar 2024
Sep 2021 - Aug 2022
Intermediate Accountant
Jan 2020 - Sep 2020
Staff Accountant
Jan 2019 - Apr 2019
Staff Accountant
Jan 2018 - Apr 2018
Data Analyst
Apr 2017 - Aug 2017
Team & coworkers
Colleagues at RBC Investor Services
Other employees you can reach at rbcits.com. View company contacts for 2277 employees →
AM
Alexander Milovanov
Colleague at Rbc Investor Services
Toronto, Ontario, Canada, Canada
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KS
Kunal Soni
Colleague at Rbc Investor Services
Toronto, Ontario, Canada, Canada
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HC
Helen Chan
Colleague at Rbc Investor Services
Toronto, Ontario, Canada, Canada
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PD
Paul Dowd
Colleague at Rbc Investor Services
Greater Sydney Area, Australia
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BB
Bibi Bibi Khan
Colleague at Rbc Investor Services
Canada, Canada
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CV
Christophe Vigneron
Colleague at Rbc Investor Services
Luxemburg, Walloon Region, Belgium, Belgium
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ET
Eva Tang
Colleague at Rbc Investor Services
Ontario, Canada, Canada
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EX
Elana X.
Colleague at Rbc Investor Services
Canada, Canada
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EC
Euadne Callender-David
Colleague at Rbc Investor Services
Toronto, Ontario, Canada, Canada
View →
HF
Hilbert Fabian
Colleague at Rbc Investor Services
Greater Metz Area, France
View →
Alexander Milovanov
Colleague at Rbc Investor Services
Toronto, Ontario, Canada, Canada
View →
KS
Kunal Soni
Colleague at Rbc Investor Services
Toronto, Ontario, Canada, Canada
View →
HC
Helen Chan
Colleague at Rbc Investor Services
Toronto, Ontario, Canada, Canada
View →
PD
Paul Dowd
Colleague at Rbc Investor Services
Greater Sydney Area, Australia
View →
BB
Bibi Bibi Khan
Colleague at Rbc Investor Services
Canada, Canada
View →
CV
Christophe Vigneron
Colleague at Rbc Investor Services
Luxemburg, Walloon Region, Belgium, Belgium
View →
ET
Eva Tang
Colleague at Rbc Investor Services
Ontario, Canada, Canada
View →
EX
Elana X.
Colleague at Rbc Investor Services
Canada, Canada
View →
EC
Euadne Callender-David
Colleague at Rbc Investor Services
Toronto, Ontario, Canada, Canada
View →
HF
Hilbert Fabian
Colleague at Rbc Investor Services
Greater Metz Area, France
View →
2 education records
Jonathan Wong, Cpa education
Master'S Degree, Accounting
Bachelor Of Accounting And Financial Management (Bafm), Accounting And Finance, 3.9/4.0 Gpa
FAQ
Frequently asked questions about Jonathan Wong, Cpa
Quick answers generated from the profile data available on this page.
What company does Jonathan Wong, Cpa work for?
Jonathan Wong, Cpa works for RBC Investor Services.
What is Jonathan Wong, Cpa's role at RBC Investor Services?
Jonathan Wong, Cpa is listed as Associate Director, Portfolio Planning and Analysis at RBC Investor Services.
Where is Jonathan Wong, Cpa based?
Jonathan Wong, Cpa is based in Markham, Ontario, Canada while working with RBC Investor Services.
What companies has Jonathan Wong, Cpa worked for?
Jonathan Wong, Cpa has worked for Rbc Investor Services, Td Securities, Dream Unlimited, Ey, and Weston Foods (Canada) Inc..
Who are Jonathan Wong, Cpa's colleagues at RBC Investor Services?
Jonathan Wong, Cpa's colleagues at RBC Investor Services include Alexander Milovanov, Kunal Soni, Helen Chan, Paul Dowd, and Bibi Bibi Khan.
How can I contact Jonathan Wong, Cpa?
You can use AeroLeads to view verified contact signals for Jonathan Wong, Cpa at RBC Investor Services, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Wong, Cpa attend?
Jonathan Wong, Cpa holds Master'S Degree, Accounting from University Of Waterloo.
What skills is Jonathan Wong, Cpa known for?
Jonathan Wong, Cpa is listed with skills including Easily Adaptable, Leadership, Communication, Teamwork, Innovation, Organization, Tenacious Work Ethic, and Collaboration.
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