Margaret Chen, CPA, CGA

Margaret Chen, CPA, CGA has a diverse and extensive work experience spanning over several years. Margaret is currently working at InvestX Capital as a Controller, a role they started in June 2023. Prior to this, they worked at CloudMD as a Consultant from June 2022 to May 2023, and as a Divisional Controller from August 2021 to June 2022.

Before joining CloudMD, Margaret held various positions at Enterprise Holdings, where they worked from 2009 to 2020. Margaret served as an Accounting Manager from March 2015 to April 2020, as an Accounting Supervisor from June 2014 to March 2015, and from May 2013 to June 2014. Margaret started their career at Enterprise Holdings as a Senior Accountant from December 2009 to May 2013.

Margaret also gained experience as a Trading Support Assistant at China Asset Management Co. in 2009 and as an Office Assistant at Beijing Investment Consultants Company in 2007. Overall, they have accumulated extensive knowledge and skills in various accounting roles throughout their career.

Margaret Chen, CPA, CGA completed their education in a chronological manner. Margaret started their academic journey in 2007 at Simon Fraser University, where they pursued a Bachelor of Business Administration (BBA) degree with a focus on Finance and Accounting. Margaret successfully completed their studies in 2009.

In the same year, Margaret embarked on further professional development by enrolling in the CFA Institute to pursue the Level 1 of the Chartered Financial Analyst (CFA) certification. Margaret successfully passed the exam.

Following their passion for accounting, Margaret continued their education at the Chartered Professional Accountants of Canada (CPA Canada) from 2011 until 2014. During this period, they completed the CPA, CGA program, ultimately earning the coveted CPA, CGA designation in the field of accounting.

Overall, Margaret's educational journey encompasses a BBA degree with a focus on finance and accounting from Simon Fraser University, the completion of Level 1 of the CFA program from the CFA Institute, and the attainment of CPA, CGA designation from CPA Canada.