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.