Your wealth management team throughout all the stages of your life.

Stephen Poon, B.Sc., MBA, CFP, CIMA

Vice-President & Portfolio Manager

416-733-5182 | Email me
416-319-0688
416-733-5250
1-800-361-7459

As a Vice President and Portfolio Manager of RBC Wealth Management Dominion Securities, Stephen provides Private Investment management to help individuals, families, business owners and professionals to worry less about life’s financial transitions.

 

With over 30 years of financial services and investment experience, Stephen gets to know and understand you and earns your trust and confidence.  Our team provides a high level of personalized fee-based investment advice to build and preserve you wealth and to help transition wealth to next generation.

 

The key fundamental of our asset management philosophy is to match your investment goals with your unique needs and tax situation.  Stephen’s role is to create a fully integrated and financial plan for clients, by ensuring that the appropriate experts are brought in when required.  He works with a talented group of RBC partners for personal, business and commercial banking and RBC Private Banking for high net worth banking, trust services and credit vehicles.

 

Stephen holds a Master in Business Administration (MBA), a Certified Financial Planner (CFP) and the Certified Investment Management Analyst (CIMA) designation.  Stephen was chosen as an Ontario semi-finalist for the Investment Dealers Association (now IIROC) Distinction Award for Canada.  This national award was created to recognize and award outstanding financial advisors who exemplify excellent services to clients and their communities.

 

Stephen is active in his community volunteering for seniors and youth.  In his leisure time, Stephen enjoys golfing and singing.

Emily Fung

Associate

416-733-5178 | Email me

Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.