Dann Cushing, CFA, FCSI

Investment Advisor

416-842-7942 | Email me
416-844-9743

Dann Cushing brings over 15 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 wife and three vivacious children. Outside of work, Dann is an active community leader focused on supporting victims of spousal violence, and innovative children’s health.
 

Vicky Brook

Associate

416-842-7546 | Email me

Estate and Insurance Planning Specialist

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Barrington Grey, CFP, FEA

Vice-President & Estate Planning Specialist


High Net Worth Planning Specialist

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Bobby Hinduja, CPA, CA, CBV

Vice-President, High Net Worth Planning Services