The Russell Group was originally founded by Derek B. Russell, who joined RBC Dominion Securities as an Investment Advisor in 1980. Over the years he built a practice dedicated to professional, proactive portfolio management for high-net-worth clients and foundations, while earning recognition as one of the top 10 advisors at the firm and a member of the firm’s distinguished Chairman’s Council in each of his 35 years of service.

After completing over six years of mentoring, Derek B. has retired and passed the leadership of the Group to his son Derek D. Russell. Derek D. brings a variety of outside experience to the role, as well as the Chartered Financial Analyst (CFA) designation.

Derek D. Russell

Vice-President, Portfolio Manager & Investment Advisor

416-842-7300 | Email me

Derek’s experience working with high-net-worth clients began in 2002. While at Cormark Securities (formerly Sprott Securities) as an equity research analyst, he built on the strengths of his Chartered Financial Analyst (CFA) designation and used those skills to look deeply into businesses, accounting practices and share valuations. As an equity analyst, he would provide his clients, who included pension funds and institutional money managers, sector-specific research and investment strategy. Prior to Cormark, Derek spent time with RBC Global Asset Management in both their domestic and global operations.

Since joining RBC Dominion Securities in 2010, Derek has focused on providing tailored portfolio management for clients of The Russell Group. He has dedicated his time to working alongside his father and understanding the unique needs of the team’s long-term clients, many of whom have several generations working with the Group. Now that Derek B. has retired, Derek D. has continued the legacy of his father and has been named a Vice-President and a member of RBC Dominion Securities Chairman’s Council.

Cindy Baubock, BA, CIM, FCSI, CFP

Associate Investment Advisor

416-842-7305 | Email me

Cindy brings over 20 years of experience to clients of The Russell Group, and deals directly with families and their personal portfolio management. As a Chartered Investment Manager (CIM), Certified Financial Planner (CFP), and licensed Insurance Representative with a strong understanding of wealth management, she is able to advise clients on planning strategies for all stages of their lives.

Teresa Beevor, BA

Associate Advisor

416-842-7319 | Email me

Teresa started her career in wealth management in 1998 with Scotia McLeod.  She joined The Russell Group in January 2017, and brings with her a breadth of knowledge and extensive client relationship experience. Teresa is a licensed insurance agent, and as a relationship manager is comfortable dealing with financial planning and portfolio management.

Chris J. Boehm, FMA, CIM, FCSI, CFP

Associate

416-842-7303 | Email me

Chris specializes is equity trading, internal compliance and discretionary account monitoring. A Certified Financial Planner (CFP), Fellow of the Canadian Securities Institute (FCSI) and licensed Insurance Representative, he has been with RBC Dominion Securities since 1998 and won an RBC award for delivering outstanding client service.

Maria Economou, BA

Associate

416-842-7283 | Email me

Maria joined The Russell Group in 2014, bringing with her 20 years of client relationship experience with RBC, which earned her the RBC National Award of Excellence. She focuses on administration and client and banking relationships.

Additional Resources

Ariel Guigui, B.Adm., LL.B., TEP

Will & Estate Consultant

Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review. He was called to the Ontario Bar in 1996. Prior to joining RBC Dominion Securities, Ariel spent 5 years teaching Real Estate Law and Estate Law at Cité Collégiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.

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.

 

Prashant Patel

Tax Consultant

Member of the Wealth Management Services team at RBC since 1999 providing tax, estate and retirement planning advice and solutions to RBC advisors and high net worth clients. Prashant has over 15 years experience in personal tax and financial planning with expertise in personal tax planning, U.S. tax and estate planning, owner manager planning, executive compensation, sports professionals and pensions. Actuary by education and has received Associateship designation from the Society of Actuaries (ASA).

   

Ted Chan

Financial Planning Specialist

Ted is a Bachelor of Commerce graduate from the University of Toronto and a Certified Financial Planner. He began his career at fee-based financial planning companies servicing affluent clients ranging from corporate executives, small business owners to professional athletes. Ted also holds designations as a Financial Management Advisor, Trust and Estate Practitioner and is a Fellow of the Canadian Securities Institute. Ted's focus is on providing financial planning services for our clients.

 

Barrington Gray, BA, CFP, CLU

Estate Planning Specialist

Barrington joined RBC Dominion Securities in 1993, after four years with a leading life insurer. Barrington works with you to create and improve tax efficiencies in your personal and corporate accounts through the use of insurance products. Following your first meeting, you will receive a report outlining various estate-planning opportunities for you to explore in further detail with your own lawyer or accountant.

 

Professional referrals

The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. This includes legal, accounting, private banking, personal banking and commercial business banking professionals. If you have an existing relationship with professionals in these areas, we will be happy to work with them to ensure we’re all on the same page. If you require a referral, we are happy to offer you access to our extensive professional network.