Olivia Zheng, Cpa

Olivia Zheng, Cpa

Assistant Manager, Compliance Investigations @ IG Wealth Management

About Olivia Zheng, Cpa

Olivia Zheng is a CPA and currently serves as the Assistant Manager of Compliance Investigations at IG Wealth Management in Winnipeg, Canada. She has a background in accounting and finance, with experience in expense reporting, accounts payable, and fund accounting.

Current Role at IG Wealth Management

Olivia Zheng serves as the Assistant Manager of Compliance Investigations at IG Wealth Management. She has held this position since 2019, contributing to the organization for five years. In this role, she is responsible for overseeing compliance-related investigations, ensuring adherence to regulatory standards and internal policies.

Previous Experience in Finance and Compliance

Before joining IG Wealth Management, Olivia Zheng worked at Great-West Life as an Expense Reporting Analyst from 2018 to 2019. She also held positions at Ceridian Canada as an Accounts Payable Specialist from 2014 to 2016 and at Investors Group as a Fund Accountant from 2016 to 2018. These roles provided her with a strong foundation in finance and compliance.

Education and Professional Qualifications

Olivia Zheng completed her Bachelor of Commerce (B.Com.) in Accounting at the University of Manitoba from 2011 to 2014. She furthered her education by studying Taxation and Assurance at the Chartered Professional Accountants of Canada (CPA Canada), where she achieved her CPA designation between 2016 and 2018. Earlier, she studied business at Shandong University from 2009 to 2011.

Career Development Timeline

Olivia Zheng's career began after her education, with her first significant role as an Accounts Payable Specialist at Ceridian Canada from 2014 to 2016. She then transitioned to Investors Group as a Fund Accountant until 2018. Following this, she worked at Great-West Life before taking on her current role at IG Wealth Management, showcasing a steady progression in her career.

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