Genya Agathoklis

I started with RBC in 2012 and advanced to the Financial Planning role in 2015 where I have worked since. I now manage a portfolio of 400-500 clients with $200 million in assets under management. I focused on the financial planning disciplines to help clients identify and achieve financial goals. Daily, I will:

• Develop and implement financial plans for clients, focusing on investment strategies, cash flow, estate planning, risk assessments and tailor my approach to the individual.
  
• Grow my business and network through seminars, referrals and outreach.
  
• Take a collaborative approach with cross-functional teams, including tax and legal advisors