Ann Wong
Director of Finance/CFO chez BROMPTON LIFECO SPLIT CORP.
Fortune : 79 779 $ au 31/03/2024
Profil
Ann P.
Wong is currently the Director, Chief Financial & Compliance Officer at Brompton Split Banc Corp.
She is also the Director, Chief Financial & Compliance Officer at Life & Banc Split Corp., CFO, Director & Chief Compliance Officer at Brompton Lifeco Split Corp., Director, Chief Financial & Compliance Officer at Dividend Growth Split Corp., Director, Chief Financial & Compliance Officer at Canadian High Income Equity Fund, Chief Financial Officer & Executive Director at Brompton Energy Split Corp., CFO, Director & Chief Compliance Officer at Global Dividend Growth Split Corp., Chief Financial & Compliance Officer, Director at Sustainable Power & Infrastructure Split Corp., and Chief Financial Officer at Symphony Floating Rate Senior Loan Fund.
In the past, Ms. Wong worked as the Senior Manager-Treasury Finance Group at Canadian Imperial Bank of Commerce from 2004 to 2005, and as the Manager-Assurance & Business Advisory Services at PricewaterhouseCoopers LLP from 2001 to 2004.
She also held the position of Vice President & Controller at various firms including Brompton VIP Income Fund, Brompton Equity Split Corp., Global Uranium Fund, Inc., Manulife Brompton Advantaged Bond Fund, Senior Gold Producers Income Corp., Tech Leaders Income Fund, Taylor North American Equity Opportunities Fund, Eclipse Residential Mortgage Investment Corp., Brompton 2014 Flow-Through LP, Goldman Sachs U.S.
Income Builder Trust, Flaherty & Crumrine Investment Grade Preferred Income Fund, Brompton Oil & Gas Income Fund, Brompton Advantaged Oil & Gas Income Fund, Brompton Advantaged VIP Income Fund, Blue Ribbon Income Fund, Brompton Funds Management Ltd., Brompton Funds Ltd., Global Healthcare Income & Growth Fund, and European Dividend Growth Fund.
Ms. Wong holds undergraduate and graduate degrees from The University of Waterloo.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 24/03/2023 | 6 900 ( 0,02% ) | 51 729 $ | 31/03/2024 | |
| 31/12/2023 | 3 316 ( 0,05% ) | 16 925 $ | 31/03/2024 | |
| 28/04/2022 | 2 500 ( 0,01% ) | 11 125 $ | 31/03/2024 |
Postes actifs de Ann Wong
| Sociétés | Poste | Début |
|---|---|---|
| DIVIDEND GROWTH SPLIT CORP. | Director of Finance/CFO | - |
| BROMPTON SPLIT BANC CORP. | Director of Finance/CFO | 01/01/2020 |
| BROMPTON LIFECO SPLIT CORP. | Director of Finance/CFO | - |
| BROMPTON ENERGY SPLIT CORP. | Director/Board Member | - |
| LIFE & BANC SPLIT CORP. | Director of Finance/CFO | 01/02/2022 |
| CANADIAN HIGH INCOME EQUITY FUND | Director of Finance/CFO | - |
| GLOBAL DIVIDEND GROWTH SPLIT CORP. | Director of Finance/CFO | - |
| SYMPHONY FLOATING RATE SENIOR LOAN FUND | Director of Finance/CFO | - |
| SUSTAINABLE POWER & INFRASTRUCTURE SPLIT CORP. | Director of Finance/CFO | - |
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Anciens postes connus de Ann Wong
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Formation de Ann Wong
| The University of Waterloo | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 2 |
|---|---|
| CANADIAN IMPERIAL BANK OF COMMERCE | Finance |
| SUSTAINABLE POWER & INFRASTRUCTURE SPLIT CORP. | Finance |
| Entreprise privées | 35 |
|---|---|
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
Brompton Funds Ltd.
 Brompton Funds Ltd. Investment ManagersFinance Brompton Funds Ltd. is an investment management firm headquartered in Toronto, Canada. The firm was founded in 2000 and is owned by Brompton Corp. Brompton manages several TSX listed closed-end and exchange-traded funds. They offer a range of investment solutions for investors that seeks regular income and/or growth. | Finance |
Brompton Funds LP
 Brompton Funds LP Investment ManagersFinance Part of Brompton Corp., Brompton Funds LP is a Canadian company that provides investment services. The private company is based in Toronto, Canada. Brompton Funds was acquired by Duntroon Energy Ltd. from Brompton Group Ltd. on April 07, 2008. Mark Anthony Caranci has been the CEO of the company since 2007. | Finance |
Brompton VIP Income Fund
 Brompton VIP Income Fund Investment Trusts/Mutual FundsMiscellaneous Brompton VIP Income Fund is a closed-end investment trust which invests in a broadly diversified portfolio of high-income investments, including business funds, real estate investment trusts, oil and gas funds, power and pipeline funds, high-yield debt and other securities. Brompton VIP Management Limited is the Manager of the Group. Brompton VIP Income Fund is a closed-end investment trust created under the laws of the Province of Ontario on October 25, 2001, pursuant to an amended and restated declaration of trust. Computershare Trust Company of Canada is the Trustee and Brompton Funds Management Limited (the “Manager”) is responsible for managing the affairs of the Fund. MFC Global Investment Management, a subsidiary of Manulife Financial Corp., manages the Fund’s portfolio. RBC Dexia Investor Services Trust is the custodian of the Fund’s assets and prepares the weekly valuations of the Fund. The Fund is listed on the Toronto Stock Exchange and commenced operations on February 19, 2002. | Miscellaneous |
Chartered Professional Accountants of Ontario
 Chartered Professional Accountants of Ontario Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Ontario engages in the provision of accounting education. It offers certification, continued trainings, and professional development. The company was founded in 2014 and is headquartered in Toronto, Canada. | Commercial Services |
Global Uranium Fund, Inc.
 Global Uranium Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Global Uranium Fund, Inc. is a mutual fund corporation managed by Brompton Funds Management Limited. The Fund has Equity shares and warrants outstanding which trade on the Toronto Stock Exchange. The company is headquarters is headquartered in Toronto, Canada. | Miscellaneous |
Manulife Brompton Advantaged Bond Fund
 Manulife Brompton Advantaged Bond Fund Investment Trusts/Mutual FundsMiscellaneous Manulife Brompton Advantaged Bond Fund is a closed-end investment trust managed by Brompton Funds Management Limited (the 'Manager'). The company was founded on March 30, 2009 and is headquartered in Toronto, Canada. | Miscellaneous |
Brompton Advantaged Oil & Gas Income Fund
 Brompton Advantaged Oil & Gas Income Fund Investment Trusts/Mutual FundsMiscellaneous Brompton Advantaged Oil & Gas Income Fund operates as a Closed-End Investment Fund/Investment Trust. It seeks to provide unit holders with the benefits of high monthly tax advantaged distributions and the opportunity for capital appreciation by investing its assets in an actively managed portfolio of oil and gas securities, including income trusts, dividend paying common equities and convertible debt of Oil & Gas Issuers. The fund was founded on January 26, 2005 and is headquartered in Toronto, Canada. | Miscellaneous |
CFA Society Toronto
 CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Commercial Services |
Brompton Equity Split Corp.
 Brompton Equity Split Corp. Investment Trusts/Mutual FundsMiscellaneous Brompton Equity Split Corp. is a mutual fund closed-end investment fund/investment trust. Brompton Funds Management Limited is responsible for managing the affairs of the fund. Highstreet AssetManagement Inc. manages the fund's portfolio. RBC Dexia Investor Services Trust is the custodian of the fund's assets and prepares the weekly valuations of the fund. The fund was founded on February 13, 2004 | Miscellaneous |
Flaherty & Crumrine Investment Grade Preferred Income Fund
 Flaherty & Crumrine Investment Grade Preferred Income Fund Investment Trusts/Mutual FundsMiscellaneous Flaherty & Crumrine Investment Grade Preferred Income Fund is a closed-end investment trust, which investment objective is to provide unitholders with a stable stream of monthly distributions by investing in a portfolio of fixed income securities consisting primarily of US-dollar-denominated corporate debt and preferred securities of North American issuers. The company was founded on October 29, 2004 and is headquartered in Toronto, Canada. | Miscellaneous |
Dividend Growth Split Corp.
 Dividend Growth Split Corp. Investment Trusts/Mutual FundsMiscellaneous Dividend Growth Split Corp. is a closed-end mutual fund company. Its investment objective is to provide holders cash distributions by investing in a common share portfolio equal-weighted portfolio comprised of large-capitalization Canadian equities. The company was founded on September 25, 2007 and is headquartered in Toronto, Canada. | Miscellaneous |
Brompton Split Banc Corp.
 Brompton Split Banc Corp. Investment Trusts/Mutual FundsMiscellaneous Brompton Split Banc Corp. operates as a closed-end investment fund/investment trust. It intends to provide holders of the preferred shares with fixed cumulative preferential quarterly cash distribution and to return original issue price on the maturity date. The company was founded on September 14, 2005 and is headquartered in Toronto, Canada. | Miscellaneous |
Senior Gold Producers Income Corp.
 Senior Gold Producers Income Corp. Investment Trusts/Mutual FundsMiscellaneous Senior Gold Producers Income Corp. is a closed-end investment fund. The objectives of the fund is to provide shareholders with monthly distributions, the opportunity for capital appreciation; and lower overall volatility of portfolio returns. It will invest in a portfolio consisting of common shares of all of the large-capitalization companies primarily engaged in the production of gold that are included in the S&P/TSX 60 Index's. The company was founded on December 9, 2010 and is headquartered in Toronto, Canada. | Miscellaneous |
| Brompton Funds Management Ltd. | Finance |
Brompton Corp.
 Brompton Corp. Investment ManagersFinance Brompton Corp. engages in the provision of management and portfolio management services. It offers structuring, marketing and management of publicly traded closed-end investment funds. The company was founded on June 30, 1998 and is headquartered in Toronto, Canada. | Finance |
Brompton Oil & Gas Income Fund
 Brompton Oil & Gas Income Fund Investment Trusts/Mutual FundsMiscellaneous Brompton Oil & Gas Income Fund is a closed-end investment trust. The Fund invests in actively managed portfolio of oil and gas securities, including but not limited to income trusts, dividend paying common equities and convertible debt of Oil and Gas Issuers. In addition, the Fund may invest in special situations, being non dividend paying equities, subject to the Investment Restrictions. The company was founded on September 28, 2004 and is headquartered in Toronto, ON. | Miscellaneous |
Brompton Advantaged VIP Income Fund
 Brompton Advantaged VIP Income Fund Investment Trusts/Mutual FundsMiscellaneous Brompton Advantaged VIP Income Fund is a closed-end investment fund/investment trust. The fund's objective is to provide unit holders with the benefits of monthly tax advantaged distributions and the opportunity for capital appreciation. It invests in a diversified portfolio of income producing securities, including dividend paying equities and fixed income securities. The company was founded on January 27, 2006 and is headquartered in the Toronto, Canada. | Miscellaneous |
Global Healthcare Income & Growth Fund
 Global Healthcare Income & Growth Fund Investment Trusts/Mutual FundsMiscellaneous Global Healthcare Income & Growth Fund operates as a Closed-End Investment Fund/Investment Trust. The company is headquartered in Toronto, Canada. | Miscellaneous |
Brompton Lifeco Split Corp.
 Brompton Lifeco Split Corp. Investment Trusts/Mutual FundsMiscellaneous Brompton Lifeco Split Corp. is a closed-end mutual fund. The firm?s investment objective is to provide holders of preferred shares with fixed cumulative preferential quarterly cash distributions and holders of class A shares with regular monthly cash distributions through investing in a common share portfolio. The company was founded on January 19, 2007 and is headquartered in Toronto, Canada. | Miscellaneous |
Brompton 2014 Flow-Through LP
 Brompton 2014 Flow-Through LP Financial ConglomeratesFinance Brompton 2014 Flow-Through LP is a non-redeemable investment fund. Its investment objective is to seek to achieve capital appreciation and to provide tax benefits for the Limited Partners by investing in a portfolio of resource companies primarily engaged in the oil and gas and mining sectors. The firm intends to invest in flow-through shares and other securities. The company was founded on December 13, 2013 and is headquartered in Toronto, Canada. | Finance |
| Brompton Flow-Through Management Ltd. | |
Goldman Sachs U.S. Income Builder Trust
 Goldman Sachs U.S. Income Builder Trust Investment Trusts/Mutual FundsMiscellaneous Goldman Sachs U.S. Income Builder Trust is a closed end investment fund. The investment objectives of the company are to seek to provide income and capital appreciation, in each case, through investing in an actively managed, diversified portfolio comprised primarily of U.S. fixed income and equity securities. The company was founded on January 1, 2014 and is headquartered in Toronto, Canada. | Miscellaneous |
Brompton 2015 Flow-Through LP
 Brompton 2015 Flow-Through LP Investment Trusts/Mutual FundsMiscellaneous Brompton 2015 Flow Through LP is open-End Investment Fund/Unit Trust. Its main objective is to provide tax benefits for the limited partners by investing in a portfolio of resource companies primarily engaged in the oil and gas and mining sectors. The company was founded on December 15, 2014 and is headquartered in Toronto, Canada. | Miscellaneous |
Brompton Group Ltd.
 Brompton Group Ltd. Financial ConglomeratesFinance Brompton Group Ltd. engages in investment funds management activities. It offers income, growth, sector specific and tax advantaged investment solutions. The firm’s solutions include closed-end funds, mutual funds and hedge funds. The company was founded by Peter A. Braaten and Raymond R. Pether in 1999 and is headquartered in Toronto, Canada. | Finance |
Brompton Energy Split Corp.
 Brompton Energy Split Corp. Investment Trusts/Mutual FundsMiscellaneous Brompton Energy Split Corp. is a closed-end mutual fund. The firm's investment objective is to provide holders of preferred shares with fixed, cumulative, preferential quarterly cash distributions and holders of class A shares with regular monthly cash distributions through investing in a common share portfolio. The company was founded on December 30, 2014 and is headquartered in Toronto, Canada. | Miscellaneous |
Eclipse Residential Mortgage Investment Corp.
 Eclipse Residential Mortgage Investment Corp. Finance/Rental/LeasingFinance Eclipse Residential Mortgage Investment Corp. is a non-redeemable investment fund engages in investment and reinvestment of its own assets in mortgages comprised primarily of single family residential mortgages that seeks to preserve capital and generate sufficient income to permit it to pay monthly distributions to shareholders. The company was founded on April 3, 2013 and is headquartered in Toronta, Canada. | Finance |
Life & Banc Split Corp.
 Life & Banc Split Corp. Investment Trusts/Mutual FundsMiscellaneous Life & Banc Split Corp. operates as a mutual fund company, which invests in the portfolio that comprises of common shares of Canadian banks and publicly traded Canadian life insurance companies. It aims to provide holders of preferred shares with fixed, cumulative, preferential quarterly cash distributions and to return the original issue price to holders of the shares on the maturity date. The company was founded on September 6, 2006 and is headquartered in Toronto, Canada. | Miscellaneous |
Canadian High Income Equity Fund
 Canadian High Income Equity Fund Investment Trusts/Mutual FundsMiscellaneous Canadian High Income Equity Fund is a closed-end investment fund, which engages in the provision of monthly distributions to unitholders. It also involves in the capital appreciation through investment in managed portfolio comprised of dividend-paying common equities. The company was founded on January 1, 2010 and is headquartered in Toronto, Canada. | Miscellaneous |
European Dividend Growth Fund
 European Dividend Growth Fund Investment Trusts/Mutual FundsMiscellaneous European Dividend Growth Fund operates as a closed-end investment fund. It provides unitholders with stable monthly cash distributions, the opportunity for capital appreciation, and lower overall volatility of portfolio returns than would otherwise be experienced by owning securities of European Dividend Growth Companies directly. The company was founded on June 23, 2017 and is headquartered in Toronto, Canada. | Miscellaneous |
| Blue Ribbon Income Fund | |
Tech Leaders Income Fund
 Tech Leaders Income Fund Investment Trusts/Mutual FundsMiscellaneous Tech Leaders Income Fund is a closed-end investment fund/investment trust managed by Brompton Funds Limited. Its investment objective is to provide unit holders with monthly distributions and the opportunity for capital appreciation through investment in an equal weight portfolio consisting of equity securities of technology companies. Tech Leaders Income Fund was founded on April 27, 2011 and is headquartered in Toronto, Canada. | Miscellaneous |
Global Dividend Growth Split Corp.
 Global Dividend Growth Split Corp. Investment Trusts/Mutual FundsMiscellaneous Global Dividend Growth Split Corp. operates as a closed-end investment management services provider. It invests in a portfolio of equity securities of large capitalization global dividend growth companies. The company was founded on April 24, 2018 and is headquartered in Ontario, Canada. | Miscellaneous |
Symphony Floating Rate Senior Loan Fund
 Symphony Floating Rate Senior Loan Fund Investment Trusts/Mutual FundsMiscellaneous Symphony Floating Rate Senior Loan Fund is a closed-end investment fund. It invests in an actively managed, diversified portfolio consisting primarily of short-duration floating rate senior secured loans. The company was founded on January 1, 2011 and is headquartered in Toronto, Canada. | Miscellaneous |
Taylor North American Equity Opportunities Fund
 Taylor North American Equity Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Taylor North American Equity Opportunities Fund is a closed-end investment fund or trust. The company was founded on May 29, 2012 and is headquartered in Toronto, Canada. | Miscellaneous |
