Zhi (Steven) Bie

Chief Compliance Officer at VirgoCX
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, CA
Languages
  • English -
  • French -
  • Mandarin Chinese -
Skills

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Credentials

  • Options Supervisors Course (OPSC)
    Canadian Securities Institute
    Mar, 2018
    - Nov, 2024
  • Branch Managers Course (BMC)
    Canadian Securities Institute
    Feb, 2018
    - Nov, 2024
  • Canadian Securities Course (CSC®)
    Canadian Securities Institute
    Feb, 2018
    - Nov, 2024
  • Conduct and Practices Handbook Course (CPH®)
    Canadian Securities Institute
    Feb, 2018
    - Nov, 2024
  • CFA Candidate
    -

Experience

  • VirgoCX
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Chief Compliance Officer
      • Nov 2018 - Present

  • Cascadia Block Capital Corp
    • Toronto, Canada Area
    • Director Of Business Development
      • Sep 2018 - Feb 2019

  • Goldenwise Capital Management
    • Toronto, Canada Area
    • Associate Director
      • May 2017 - Oct 2018

  • AIP Asset Management
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Investment Operations Manager
      • Jun 2016 - May 2017

    • Senior Analyst
      • Jun 2016 - May 2017

  • AIP Private Capital
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Junior Analyst
      • Sep 2015 - May 2016

      • Perform due diligence analysis on companies seeking private capital • Work with companies within a large variety of sectors due to our sector agnostic approach to investing • Provide business opportunities to AIP Asset Management • Aid in the wholesaling efforts of AIP Asset Management • Perform due diligence analysis on companies seeking private capital • Work with companies within a large variety of sectors due to our sector agnostic approach to investing • Provide business opportunities to AIP Asset Management • Aid in the wholesaling efforts of AIP Asset Management

  • Abarcav Risk Capital
    • Montreal, Canada Area
    • Trader
      • Jun 2013 - Jul 2015

      • Traded the Canadian Bankers’ Acceptance contracts (BAX) on the Montreal Exchange • Formulated and executed profitable trading strategies based around technical and fundamental analysis • Profitably traded the Canadian Bankers’ Acceptance market over a 2 year period • Grossed anywhere between $4,000 to $15,000 on good days • Exploited arbitrage and statistical arbitrage opportunities • Traded the Canadian Bankers’ Acceptance contracts (BAX) on the Montreal Exchange • Formulated and executed profitable trading strategies based around technical and fundamental analysis • Profitably traded the Canadian Bankers’ Acceptance market over a 2 year period • Grossed anywhere between $4,000 to $15,000 on good days • Exploited arbitrage and statistical arbitrage opportunities

  • Staples Canada
    • Canada
    • Retail
    • 700 & Above Employee
    • Computer technician/associate
      • Sep 2010 - Jun 2013

      • Responsible for the sale and performance of in-store computer services • Communicated technical information to customers in a professional and comprehensible manner • Designed advertisements/marketing material for the sales floor • Effectively maintained relationships with clients for the purpose of promoting repeat business • Responsible for the sale and performance of in-store computer services • Communicated technical information to customers in a professional and comprehensible manner • Designed advertisements/marketing material for the sales floor • Effectively maintained relationships with clients for the purpose of promoting repeat business

  • RBC Dominion Securities
    • Canada
    • Investment Management
    • 700 & Above Employee
    • Intern
      • Sep 2010 - Apr 2011

      • Aided Mark Coyle and David Goddard in growing their business by cold calling prospective clients • Was highlighted as a top intern • Was able to attract high value clients to RBC Dominion Securities • Aided Mark Coyle and David Goddard in growing their business by cold calling prospective clients • Was highlighted as a top intern • Was able to attract high value clients to RBC Dominion Securities

Education

  • University of Toronto
    Bachelor’s Degree, Economics and Cell Biology
    2005 - 2010

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