As an Investment Counsellor with RBC PH&N Investment Counsel, Emilio’s comprehensive approach to wealth management offers families, corporations, trusts and charitable foundations highly-customized wealth and investment solutions to address every aspect of their current circumstances and plan for the future.
Emilio’s extensive tax planning and compliance experience as a Chartered Accountant provides him with a diverse set of skills that he draws upon to develop holistic wealth plans to meet his clients’ evolving needs and help them reach their long-term goals. He also creates customized and well-executed portfolio strategies that are designed to maintain the appropriate balance between income needs, capital growth and wealth preservation.
Prior to joining RBC PH&N Investment Counsel, Emilio was a member of the tax group at Deloitte where he specialized in estate planning, personal and business owner tax planning and corporate reorganizations. He was also a member of the mergers and acquisitions team.
Emilio graduated from the University of Toronto with a Bachelor of Commerce and Finance with high distinction and holds the Chartered Financial Analyst (CFA) designation. He is a member of the Toronto Society of Financial Analysts, Golden Key Honour Society and Institute of Chartered Professional Accountants (CPA) of Ontario. Emilio has completed Parts I, II and III of the CPA Canada In-Depth Taxation program and has also served as a facilitator for Parts I and II.
Emilio lives in Vaughan with his wife and two children. Outside of work, he enjoys golf and tennis, and is also a member of the Vaughan Chamber of Commerce Finance Committee.
