Stephen Li, CFP®

Investment Advisor & Financial Planner

613-566-7689 | Email me

Stephen draws on a wide range of experiences in understanding and meeting the needs of his clients. Before turning his long-time investment passion into a career with RBC Dominion Securities in 2003, He had 20 years of successful engineering and business management careers with world-class companies, including Newbridge/Alcatel and UTStarcom. He had a 3-year expatriate executive posting in China and USA, which gives him a unique perspective on some of the complex cross-border investment and taxation issues. In addition to English, he is fluent in Mandarin Chinese.

Stephen holds a B.Sc. in Electrical Engineering, and Master of Management Studies specializing in capital markets fromCarleton University. He has completed a variety of advanced industry courses beyond licensing requirements, and earned the Chartered Financial Planer (CFP) designation. He is also fully licensed to offer insurance, and options solutions.

Joseph Power, BA, LL.B

Vice-President & Will & Estate Consultant, RBC Wealth Management