Andras Birkus, CFA
Senior Portfolio Manager
Build your wealth management plan around your unique goals and priorities.
We understand that the relationship with your own wealth extends beyond investment returns and the markets.
Our team customizes a wealth management strategy to meet your priorities, values, and dreams. Through a wide range of comprehensive wealth management services, supported by best-in-class resources, our team strives to understand what’s important to you to ultimately build trust and confidence - along with your wealth.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our approach integrates your unique mix of investments, taxes, estate planning, insurance, and legacy goals to create a comprehensive wealth management strategy tailored to your financial aspirations and goals.
What we do
Andras and Joanne, and our diverse wealth specialists are a team of highly experienced professionals who bring together over 20 years of diverse experience working with families to manage their wealth.
We build trust and confidence by understanding what is important to you, whether it is the success of your family, your career, your business, or your legacy. That is where we begin, by getting to know you and working together to build your roadmap for the future.
How we do it
We tailor our strategies to align with your financial goals and help ensure a secure future for you and those most important to you.
Our professional team is backed by the resources, strength and stability of RBC Dominion Securities. Investment management is central to our tailored approach to growing and protecting your wealth. Our clients benefit from financial planning, will and estate planning, retirement and inter-generational wealth transfer.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Our clients
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Business families
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
Institutional and Non-Profit Organizations
From quasi-government institutions to Charitable Organizations in Ontario, we act as your trusted partner to help you responsibly manage the assets of Foundations, donor endowments, and corporate cash flow needs.
Executives
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
Giving back
At RBC Dominion Securities, we see it as our duty to make a positive difference in the communities where we live and work. Here are some of our areas of focus.
Youth mental health and prosperity
RBC Dominion Securities invests in initiatives and programs that offer youth equitable access to skill- and career-building opportunities, such as RBC Future Launch.
Environment
As part of the RBC climate vision, RBC Dominion Securities is committed to supporting programs and organizations that offer a more sustainable path forward.
Older Canadians
We are dedicated to empowering older Canadians to prepare for and, ultimately, thrive in their later years. To this end, RBC Dominion Securities partners with the National Institute on Ageing.
Economic female empowerment
RBC Dominion Securities celebrates every step toward success for women to push through barriers and achieve prosperity, collaborating with key partners, such as the Women’s Age Lab and the Women’s Brain Health Initiative, and supporting impactful initiatives, such as Dress for Success.
Youth Sports
Andras believes in the power of sports to promote wellness and growth for Youth. From purchasing equipment to providing season tickets to numerous family-focused Ottawa organizations, Andras is proud to contribute to our local community.
Healthy, prosperous communities
RBC is committed to supporting indigenous inclusion and prosperity through financial services, employment, education, outreach, and business development. We like to think global and act local, extending our support to locally relevant basic needs programs and helping our most vulnerable community members.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.