Emmanuel Athanassakos, CIM, CFP

Providing you with a distinctive wealth management experience

We provide our clients with a wealth management experience that is built on care, diligence, and unmatched service. Each client benefits from a customized wealth management plan, which aims to tackle the areas of need that are most important to that client. The areas we provide advice and execution on are:

Investment management
Will & estate planning
Trust planning
Insurance planning
Retirement planning
Business succession
Charitable giving
Private banking & personal lending

Each of these areas requires a specific skill set and level of expertise. Therefore, we loop in RBC Family Office Services and the specialists at our disposal to help tackle each area of need. This provides our clients with a family office experience.

What is a family office?

A family office is a team of professionals hired by a wealthy family to exclusively work for them, and provide them with a comprehensive range of financial services. Imagine having a team of accountants, lawyers, investment managers, and planners, all working for you. This is what a family office is. Family offices are typically reserved for the ultra high net worth, due to the costs of staffing and maintaining the team.

How can you get your own family office experience?

Our clients gain access to a team of unique specialists and professionals that are available to provide advice on a specific subset of planning.

Need advice on how to build or update your will? We have a former lawyer for that. Need to build a cash flow plan with an accountant? We have a CPA for that. Need to plan a successful business transition? We have a business owner planner for that. Need to ensure your kids don't inherit a large tax bill from your estate? You guessed it, we have an estate liability specialist for that.

Who do we work with?

Business owners hoping to maximize their growth, retirement plan, and succession plan
Incorporated professionals looking to enhance their net worth and reduce their taxes
Retirees and their families hoping to gain peace of mind that their best years are indeed ahead

RBC Family Office Services: Our approach

Find out how our holistic approach to wealth management could help you reach your financial goals. From tax strategies to investment management, our team of highly-skilled specialists can meet your personal and professional needs.

View transcript & Disclaimer

[MUSIC PLAYING]

In all honesty, we were a little surprised by the breadth of services that RBC offered us. It is nice to know that the people that you're working with are working in tandem as a team.

In my heart, I believe that we're helping to solve problems that they'll hopefully never know existed.

One of the unique things that we bring in our approach is our ability to combine tax, legal, and investments all into one conversation. Holistically approaching all three of them allows us to really have a unique view on our clients' wealth.

We are part of a great team. We have best professionals working with our team from lawyers, accountants, business valuators.

I'm someone who helps you think through how you own your assets and what you ultimately want to do with them for yourself and your family over time.

I was 33 years with one of the big four accounting firms. And my expertise is tax laws on both sides of the border.

I have a very special interest in disability law. I myself have five children. I have one son that has disability. I can work with families that have children or family members with disability and help them in quite a special way. It's a great job.

There's always a benefit to having one person look at your entire structure and look at your whole situation from a bit of a higher level and ensure that everything is really in place and that everything works together.

The term "financial plan" often suggests financial. But obviously, a financial plan is really a plan to meet personal objectives. So it's really important that when we meet with the client that we have a good understanding of what's important to them.

They come up with answers, or they will find the answers.

It's just--

Yeah.

--crazy. I mean, there's just no way we could have accomplished without the Wealth Management team where we are today. I mean, we'd never be this far.

You can't put a price I guess.

It's invaluable.

Yeah, invaluable.

And that's the reward that you can't measure. It's just what makes me want to get up the next morning to help more families.

This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2023 Royal Bank of Canada. All rights reserved.

Investment & Wealth Advisor

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