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Senior Portfolio Manager & Investment Advisor
Backed by 22 years of experience in the financial services industry, Christos remains committed to helping clients fulfill their dreams and achieve their goals. At a young age, Christos was interested in learning more about the markets and the financial freedom that sound investing can provide. He worked in retail banking while in college and was a personal banker during university. After graduating from Concordia University with a Bachelor of Commerce, majoring in Finance, Christos rose through the industry, transitioning his practice to RBC Dominion Securities in 2018.
In his current role, Christos focuses on portfolio management and considers himself a personal CFO for his clients and their families. He helps clients with all their wealth management needs, including financial and estate planning, protecting and growing their wealth, and assisting with the transition to the next generation. As a Chartered Investment Manager (CIM), his clients and colleagues alike appreciate Christos’s availability, reliability, and genuine level of care.
Away from work, Christos enjoys spending quality time with his wife, Sandra, and their children, George, Elisabeth, and Isabella. Passionate about food and sports cars, he also likes to travel and stay active at the gym.
Associate Advisor
Backed by 20 years of experience in the financial services industry, Georgia is committed to getting to know our clients on a personal level and helping them reach their financial goals. In her current role, Georgia manages the onboarding process for new clients. She provides the highest possible level of service to help ensure each client feels comfortable and has peace of mind about their investments and goals.
Georgia also uses her business development skills to create leads and build relationships with prospects and RBC partners to assist in the team's growth. Clients and colleagues alike appreciate Georgia's fast turnaround and genuine level of care. A graduate of McGill University, Georgia holds a Bachelor of Education, and has also completed the Canadian Securities Course, Conduct and Practices Handbook and Wealth Management Essentials.
Away from work, Georgia enjoys being a mom, spending quality time with family and friends, staying active and travelling.
Toula draws on her longstanding interest in the markets and 16 years with RBC Dominion Securities to help clients with their investment and wealth management needs. Her previous roles as a Business Application Specialist and Branch Administrator honed her analytical thinking, adaptability, and strategic insight.
A proactive problem-solver, she complements her impeccable client service skills with industry coursework. She also holds a degree in Finance from the John Molson School of Business at Concordia University.
Toula enjoys spending her free time with her spouse, David, and their kids, Mateo and Valencia, travelling and staying active.
Associate
Neil started working in the financial services industry in 2009 and took on a range of customer service roles before transitioning to wealth management in 2017. He is committed to client service, building strong connections with clients, and having a positive impact on their day-to-day financial decisions. Known for his empathy and attention to detail, Neil uses his considerable organizational skills to manage the team’s administrative duties.
A graduate of the École des sciences de la gestion (ESG-UQAM), Neil earned a Bachelor of Business Administration. He has also completed several Canadian Securities Institute courses.
Outside the office, Neil stays active playing basketball, soccer, and tennis. He is dedicated to giving back to his community and volunteers as a tutor for high school students who need academic assistance.
