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George Stefan, MBA, P.Eng., PMP

Partner, Tax

Executive summary

George Stefan is an Industrial Mechanical Engineer with over 20 years of industry experience in managing business operations, product engineering, technology development and manufacturing operations in successful and rapidly growing organizations in several industries: marine/defense, clean technology, mining, oil & gas and industrial manufacturing.

George has assisted over the past 10 years a wide spectrum of companies to access government incentives and SR&ED tax credits. He has used his industrial manufacturing and entrepreneurial experience in helping clients to identify, document, prepare and successfully defend their SR&ED claims. George has utilized his extensive experience and knowledge of technology and product development process, to prepare the claims and to assist clients in defending their claims during review by the Canada Revenue Agency (CRA). He has successfully defended multi-million dollar claims with CRA offices in several provinces.

George is a highly versatile professional with a broad technology development and business operations experience, who excels in helping businesses growing their operations through accessing of various government grants and incentives. He is able to work with all levels of an organization (owner/executive to shop floor) and all types of organizations (private, public, non-profit, educational, and government).

Professional affiliations

Member, Canadian Manufacturers and Exporter Advisory Board – British Columbia
Member, Engineer & Geoscientists of British Columbia

Professional designations and education

Master of Business Administration, City University of Seattle (2004)
Graduate Certificate in Project Management, City University of Seattle (2003)
Bachelor of Engineering, Romanian Naval Academy (1987)

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