“There’s only one thing harder than creating your wealth – keeping it.”
            - Andreas Komitas, Vice-President & Portfolio Manager

 

With over 22 years of industry experience, Andreas is a Vice-President & Portfolio Manager, Financial Planner with RBC Dominion Securities - Canada's largest bank and leading wealth management firm. Being rational and disciplined takes experience. That’s where Andreas truly shines.

Having worked in the industry since the age of 24, Andreas has developed a calm, collected approach to handling wealth, encompassing portfolio, investments, risk management and beyond. Combined with the vast resources of industry-leading RBC experts, Andreas maintains long-term relationships by guiding clients through lifestyle protection, insurance solutions, education preparation, retirement planning and legacy creation, to build and protect wealth at every stage of your life.

With extensive education and industry designations, Andreas has earned:

  • Vice-President and Portfolio Manager accreditations at RBC Dominion Securities

  • Certified Financial Planner (CFP) designation

  • Chartered Investment Manager (CIM) designation

  • Certified International Wealth Manager (CIWM) designation

  • Fellow of Canadian Securities Institute (FSCI) designation, due to his mix of industry expertise, advanced education and ethical standards

  • Personal Financial Planner (PFP) designation

  • Trust and Estate Practitioner (TEP) designation

  • Degrees and certifications from York University, Columbia University and the University of Toronto

  • Options-licensing, having completed the Derivatives Fundamentals and Options Licensing Course

  • Life-licensing, allowing him to recommend insurance solutions for life, critical illness and disability, in collaboration with RBC experts

With a degree in health sciences specializing in psychology, and a degree in behavioural finance, Andreas was quick to recognize and understand the significant, sometimes even perilous, influence of psychology on investors and the market environment.

With innovative insight, Andreas completed the Certified Divorce Financial Analyst course, specializing in divorce planning and financial settlement solutions. “Holistic” is not just a hot buzzword for Andreas – it’s an awareness that financial well-being affects the whole person.