STEVE LESTER - Key Persons
Alicia has been with RBC Dominion Securities for over 25 years and joined the Pringle Group in 2003. She has comprehensive knowledge and is well-versed in client relationships.
She specializes is equity trading, internal compliance and discretionary account monitoring. She is also a licensed Insurance Representative.
Job Titles:
- Admin, LL.B, TEP
- Member in Good Standing of the Law Society of Upper Canada
Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.
Caroline's approach to managing wealth is threefold: sincere understanding, financial expertise and broad experience. She emphasizes getting to know her clients and their families, appreciating their goals, concerns, wants and needs. Caroline then helps them ask the right questions: Do they have enough to retire? Are they protected with sufficient insurance? Is their wealth transfer plan accurate and comprehensive? For over 20 years, Caroline has helped families answer these critical questions and develop appropriate strategies to reach their unique goals.
Caroline began her career as a currency trader at a major Canadian bank. Then in 2000, she joined RBC Dominion Securities as an Associate Advisor, serving a variety of clients with appropriate solutions while earning the highest credential in Finance, the Chartered Financial Analyst designation. In 2002, Caroline became an Associate Portfolio Manager with Pringle Group of RBC Dominion Securities, where she is involved in all aspects of managing client portfolios, as well as economic and company research. Constantly expanding her skillset, Caroline is also a licensed Insurance Representative in Ontario and licensed to trade options and derivatives. In an era of hyper-specialization, Caroline's capabilities span several disciplines of wealth management which allows her to provide her clients with insights and wealth solutions that could only come from experience broad as it is deep.
Caroline is a proud francophone and even prouder mother of two girls.
In 1994, Tony joined RBC, where he established what is today one of the leading advisor-managed groups - the Pringle Group of RBC Dominion Securities. Today, the Pringle Group is captained by three CFA-certified portfolio managers who serve high-net-worth and institutional clients in all of their wealth wants and needs.
Tony strongly believes in giving back and has shared much of his time and expertise to charitable endeavors, such as the Canadian Mothercraft Society, where he was a Board Member and Chair (1987-1993), and the Belmont House Foundation, as a Board Member and Chair (2004-2016).
Erika has recently started her career at RBC Dominion Securities assisting new Investment Advisors. She is now supporting the Pringle Group providing administrative services and client support. She primarily works on Client Onboarding, Account Administration, Transfers of Assets, Periodic Compliance reporting and preparing Annual Review arrangements for clients. Outside of the office, Erika enjoys running on the Waterfront Trail and visiting restaurants with her friends.
Job Titles:
- Branch Operations Manager
Job Titles:
- Banking Advisor for Toronto
- Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for Toronto, Niaz Dharas works as a single point of contact providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Investment Counsellors across the Toronto region, he provides personalized service and tailored advice to help clients efficiently and effectively manage their day-to-day banking needs.
With over 20 years of experience in the financial industry with Royal Bank of Canada, Niaz is well respected by his clients and peers. Niaz's solid track record for providing Exceptional Customer Service and his consistent engagement with key partners have proven to deliver Top Level Client Loyalty results.
Niaz was born and raised in Toronto. He is happily married to his wife of 20 years and currently resides in Markham. In his spare time, Niaz enjoys working out, meditation and watching sports with his friends. He is also an active volunteer with the Ismaili Council for Ontario for over 10 years.
Along with his Investment Funds in Canada certification, Niaz also holds a Specialized Honors Bachelor degree from York University.
Shelagh has been with RBC Dominion Securities for over 30 years and joined the Pringle Group in 2002 specializing in the administration and compliance of accounts.
Ted is a Bachelor of Commerce graduate from the University of Toronto and a Certified Financial Planner. He also holds designations as a Chartered Investment Manager, Trust and Estate Practitioner and is a Fellow of the Canadian Securities Institute.
Ted believes that a financial plan is extremely valuable in helping you achieve your goals for overall long-term financial well-being. It can provide you with a clear picture of where you are now and create a strategy for what you need to do, to have peace of mind for the future.
Bill knows that no single approach is the right approach for any one individual, and so he has trained in a range of financial solutions. From investment management to will and estate planning, Bill, and his team have helped many individuals, families, and businesses navigate the complexities of wealth management to achieve their aspirations.
In 2012, Bill brought his disciplined and knowledge-driven investing approach to the Pringle Group of RBC Dominion Securities, where he manages client portfolios and interprets the latest investment and economic trends. He has earned the Chartered Financial Analyst designation, one of the most renowned and rigorous credentials in the investment industry.
Bill dedicates much of his time outside of work to charitable causes he is passionate about. He currently sits on the Audit and Finance Committee for St. Michael's Hospital Foundations and on the OVC Pet Trust Board of Directors. He previously sat on the St. Michael's Hospital Foundation Board of Directors and chaired the St. Michael's Young Leaders Committee (2017-2019).
Bill and his wife Stephanie are proud parents to their three children.