Stephen McPhie, CA

Stephen McPhie

In his current position as partner of RSD Solutions, Stephen advises companies and banks internationally on various aspects of financial strategy and risk mitigation.

From 2000 to 2004, Stephen worked in London for Italy’s largest bank. Latterly, in the financial engineering group, he successfully created innovative cross border financing structures which included private equity instruments with embedded derivatives. Previously he structured and distributed primary market debt and traded distressed and near par debt in secondary markets.

Prior to 2000, Stephen held various positions in the USA, Canada and the UK with a “big 5” Canadian bank. His experience stretches from structuring and distributing leveraged and investment grade corporate transactions, to relationship management, par and distressed secondary market trading, structured credit derivative products, work-outs and credit and financial mandates, structuring and negotiating transactions (including leveraged, project finance, recapitalization of distressed situations, etc.) as well as negotiating complex legal documentation.

Stephen holds a BA in Economics from Heriot-Watt University in Edinburgh, Scotland, and has qualified as a Chartered Accountant in both the United Kingdom and Canada. In this respect he worked for one of the large accounting firms carrying out assignments in the fields of audit, consultancy (including business valuations) and taxation.

Recent Postings by Stephen

TitleCreatedCategory
RSD Solutions now a Canadian National Stock Exchange recognized service provider05/10/2011 - 05:36
Dalhousie Universtiy Executive Leadership Series - complimentary Lunch and Learn sessions04/01/2011 - 10:51
"It's NOT Complicated" article by Rick Nason in RMA Journal March 201103/21/2011 - 06:26RMA Journal | risk management | framework | simple, complicated or complex
SEE OUR REGULAR BLOGS03/15/2011 - 14:15
Rick Nason to present at CFA Pension Conference, Toronto, May 2605/11/2010 - 12:28
Rick Nason to present to Toronto CFA Society May 2705/11/2010 - 12:22
RSD was at TMAC's Annual Conference at Niagara Falls, Sept-0906/12/2009 - 04:53
RSD was at AFP's Annual Conference, San Francisco Oct-0906/12/2009 - 04:35AFP Annual Conference
Rick Nason's presentation slides from TMAC Annual Conference Sep-0810/11/2008 - 14:29Treasury Management Association of Canada | tmac
Stephen McPhie's presentation slides from TMAC Annual Conference Sep-0810/01/2008 - 06:58Treasury Management Association of Canada | tmac | SOX | Sarbanes Oxley | International taxation | Compliance
Why does Canada discriminate against small companies doing business abroad?07/25/2007 - 02:00taxation | small business | canada
Small Business Tax Nightmares01/11/2007 - 03:00double tax | International taxation | llc

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