Stephen Li, CFP

Financial Planner & Investment Advisor

613-566-7689 | Email me
613-566-7600
1-800-461-1958

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.

Tracy Gorden

613-566-7514 | Email me
613-566-7600
1-800-461-1958

Tracy has been with the firm for 5 years, with 7 years of industry experience. She has completed her Canadian Securities Course as well as her Life Insurance License and is currently pursuing the Wealth Management Essentials course.

Suzanne Simourd

Estate Planning Specialist

 Suzanne Simourd is an integral member of your advisors wealth management team. She offers effective solutions to optimize clients financial security, increase their net worth and reduce the impact of taxation today and at death.

Suzanne began her insurance career in Winnipeg, Manitoba in 1986. Her experience as a successful sales advisor, sales manager and training officer enables her to work effectively with a variety of clients with diverse needs and complexities. She is skilled at clearly communicating both clients goals and available insurance strategies to achieve their specific objectives. Having achieved the Chartered Life Underwriter and Chartered Financial Consultant designations, Suzanne is committed to ongoing professional development and the respective codes of ethics and standards of conduct required by her professional designations.

After working in Southern Ontario for 18 years, Suzanne moved with her husband to Ottawa and joined RBC in 2008. She loves to spend time with her family in Ottawa and at their cottage in the Thousand Islands.

 

 

Joseph Power

Will and Estate Consultant

 

Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993. He is an Associate Member of The Society of Trust and Estate Practitioners, Ontario and a Member of the Carleton County Law Association. Prior to joining RBC Dominion Securities, he had a private estate planning practice, and then served as Will & Estate Consultant with Royal Trust Corporation. Joseph works closely with us to provide you with the information on structuring your estate in the most tax-efficient manner.