As an Investment Counsellor with RBC PH&N Investment Counsel, Aki brings over 15 years of Canadian and International investment experience to his role. He specializes in constructing and managing customized discretionary investment portfolios for high-net-worth investors, corporations, trusts and charitable foundations in Toronto and the surrounding area. Prior to joining the firm, Aki worked as a Financial Planner servicing high-net-worth clients and their families in Athens, Greece.
Aki enjoys working with a select number of clients as this allows him to develop a thorough understanding of their unique needs and personal goals. He constructs each client’s customized portfolio based on their financial circumstances, risk tolerance and long-term investment objectives and works in collaboration with in-house Financial Planning and Tax and Estate Planning specialists, along with his clients’ existing advisors, to develop sophisticated and creative wealth management solutions.
Aki is a Chartered Financial Analyst (CFA) and holds the Certified Financial Planner (CFP) designation. He is also a member of both the Toronto and Hellenic CFA societies and actively involved in the Greek Community of Toronto.
Outside of work, Aki coaches in the Markham Youth Soccer league and also enjoys biking, swimming and traveling. He lives in Markham with his wife and two young children.