CUSHING PRIVATE WEALTH PARTNERS - 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.
After four years with a leading life insurer, Barrington joined RBC in 1993 to help RBC advisors introduce their clients to a new strategy to build and protect their wealth: tax-exempt insurance. Since then, clients, along with their tax and legal advisors, have come to rely on his expertise and advice as a recognized specialist on insurance-based wealth enhancement and protection.
Barrington is an accredited Certified Financial Planner, Chartered Life Underwriter and Family Enterprise Advisor. He is also a member of CALU, the Conference for Advanced Life Underwriting which mandates interests specific to advanced financial planning issues related to estate planning and corporate-owned life insurance, to name a few.
Always willing to contribute to the insurance community, Barrington is regularly called upon as a featured speaker at national conferences held by life insurers and affiliated industry associations.
Job Titles:
- Vice - President, High Net Worth Planning Services, RBC Family Office Services
As a Business Owner Specialist, High Net Worth Planning Services, Bobby, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Bobby has over 15 years of experience working with owners of privately held businesses to help them develop business succession, tax and estate planning solutions tailored to their goals and objectives. Prior to joining High Net Worth Planning Services, Bobby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. He has written articles on various topics including determining the value of a business, farm succession planning, tax planning and retirement planning.
Prior to joining RBC, Bobby was a Vice President at a boutique business valuation firm in Toronto where he worked with business owners to help them determine the value of their business for divestitures, litigation, tax and estate planning purposes. He also worked with owners to help them identify the value drivers of their business.
Bobby is a Chartered Business Valuator, a Chartered Professional Accountant and has a Bachelor of Commerce degree from the University of Toronto. He has also completed all three levels of the CPA In-Depth Tax Course.
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).
Job Titles:
- Community Leader
- Portfolio Manager
Dann Cushing brings over 20 years of global markets and private equity experience to his role managing wealth for affluent families. Drawing on his award-winning background and his extensive partnerships throughout RBC, Dann captures unique investment and tax-saving opportunities for his select group of clients.
Prior to joining RBC Dominion Securities, Dann managed investments for a major global investment dealer in New York, and subsequently for the Canadian division of Switzerland's largest bank. In conjunction with this work, he advised his firms' largest global pension fund and hedge fund clients on their investment strategies. In 2007, Dann was recognized for his influence in the Canadian equities market as the recipient of the Toronto Stock Exchange's Top Trader Award. Most recently, Dann was the founder and CEO of Liquidity Source Inc., a private equity firm that advised clients investing in shares of select, private Canadian energy companies. The firm completed over $250mm of transactions for private investors, family offices, and institutional fund managers across North America.
Dann has established himself in the financial industry as a partner with the highest ethical standards, forward-thinking solutions and an outstanding level of client service. Together with his team, Dann provides his clients with tailored, thoughtful and comprehensive wealth management strategies, all based on a consistent investment discipline. In addition, he provides bespoke services to sophisticated investors and institutions, such as access to alternative investments, new issues, bullion, large block-trade execution, and charitable foundation solutions.
An established thought leader in the area of investment management and private equities, Dann has been featured in several publications including The Globe and Mail and Alberta Venture Magazine.
Dann holds an HBA degree with honors from Ivey Business School, as well as a Chartered Financial Analyst (CFA) designation. He has also been named a Fellow of the Canadian Securities Institute (FCSI), the most senior credential awarded in the Canadian financial services industry.
Dann resides in Toronto with his three vivacious children. Outside of work, Dann is an active community leader focused on supporting victims of spousal violence, and innovative children's health.
Job Titles:
- Associate
- Investment Advisor
Gregory has over 10 years of experience with RBC Wealth Management designing and implementing numerous investment strategies for a clientele of Canadian business owners, families and institutions. He has experience investing in Canada, the US and various markets around the world, as well as a wide range of credit markets and investment vehicles.
Greg holds an Honours Bachelor of Commerce in Economics and Finance from the University of Guelph, and has earned the Chartered Financial Analyst (CFA) designation.
Outside of work, he enjoys hockey, having played at a high level in his youth, and spending time with his wife and two children. He is also the treasurer on the board of directors for a local charity.
Jack joins the Pringle Group after various roles with Dominion Securities in Hamilton and Ottawa.
Jack, a Concordia University Finance graduate, is an IIROC licensed Registered Representative. Jack has completed the CIM® (Chartered Investment Manager) designation - the industry standard for discretionary investment and portfolio management services. He passed Level One of the CFA Program (Chartered Financial Analyst) and is currently a Level Two Candidate working towards his full designation.
He is eager to learn and looks forward to delivering outstanding client service built upon trust and integrity.
Job Titles:
- Branch Operations Manager
Shaina has been with RBC for almost 2 years now, joining the Pringle Group as an Administrative Assistant after working for New Investment Advisors at RBC Dominion Securities.
She primarily works on Client Onboarding, Account Administration, Transfers of Assets, Periodic Compliance reporting and Annual Review arrangements.
Shaina graduated from George Brown College, Toronto in B.Com ( Financial Services). Outside of work Shaina enjoys Reading, trying different cuisines and taking road trips with her sister.
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.
Since joining the Cushing Private Wealth Partners team in 2016, Vicky has cemented herself as the heart of our practice. "She's a helper," says Dann of Vicky's profound, innate care for others. Responsible for client experience and office management, she stops at nothing to make sure our practice operates at its optimal and our clients receive the best possible care.
Vicky boasts 15 years of experience as an associate with some of the nation's top-performing investment advice teams. She has completed the Canadian Securities Course (CSC) and holds a Bachelor of Business Administration from Queen's College in New York City. Vicky has also been recognized with multiple RBC performance awards for her tremendous drive to continually go above and beyond for clients.
In her off hours, Vicky gives of her time generously, be it delivering meals to those in need or acting as tech support for her church. She is also an avid reader who likes to keep up to date on current events.
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 daughter's Claire & Grace.