Emmanuel Athanassakos, CIM, CFP
A wealth management experience distinguished by high quality service and execution
Access a suite of services aimed at compounding your wealth and securing your legacy
Our customized services include investment management to help preserve your wealth, estate planning with a focus on family dynamics, retirement planning to prepare for a comfortable and sustainable retirement, and tax planning to reduce tax burdens for today and tomorrow.
We also help map out your major life decisions to identify the best course of action for your finances and your family. Benefit from our comprehensive and personalized solutions to help you achieve your goals and secure your future.
How We Help Pre-Retirees and Retirees
Emmanuel explains the 4 pillars of a strong retirement plan—financial planning, investment diversification, estate planning, and banking services.
How We Help Business Owners
Emmanuel offers comprehensive wealth management for business owners, aligning investments, taxes, and family goals for a seamless strategy.
How We Help Mid-Life Accumulators
Emmanuel explains how his team helps mid-life accumulators get organized and build a financial foundation tailored around their unique needs.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
RBC, At Your Disposal
Emmanuel will help you clarify your needs and then identify the appropriate RBC department and professional who can help. The goal is to build a cohesive team of experienced professionals around you and your needs - covering investments, planning, and banking - all under one roof.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with adiscovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
My Investment Approach
Emmanuel utilizes the same investment approach that institutions and pension funds use - a multi-manager portfolio that leverages the intellectual capital of the largest and most successful investment firms in the world
Our Process for New Clients
Discover Emmanuel's holistic wealth management process, designed to tailor financial plans and guide you through every step of your journey.
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.
Serving specialized needs
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.
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.
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.
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.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
A True Story of a Retiring Couple
See how Emmanuel helped a couple achieve their dream retirement with the 4 pillars of a strong retirement plan and ongoing financial guidance.
A True Story of a Business Owner Client
Discover how Emmanuel helped a business owner optimize investments, tax planning, and succession planning for peace of mind and financial security.
Video resources
Meet Emmanuel Athanassakos
Get to know Emmanuel, Investment and Wealth Advisor at RBC Dominion Securities.
The Client Experience
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Our Investment Philosophy
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For Retirees
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For Business Owners
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For Mid-Life Accumulators
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Client Testimonials
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Estate Planning
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Tax Planning
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Education Planning
Click to watch this video on how to maximize your RESP.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.