Aaron Sisk

Helping you grow more than wealth

Aaron’s team specializes in working with corporate executives with pre- and post-IPO planning at RBC Wealth Management, one of the top global banks in the world. Aaron has earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and engages his clients with a hands-on approach to illuminate a path that helps them navigate through their financial complexities and understand their options to move forward and stay ahead. He has developed and refined a process called “Financial Circuit Solutions” that puts every piece of a client’s financial puzzle together as their life unfolds and their needs evolve. Aaron understands risk management is paramount, so he makes this a cornerstone of his practice, often taking on the role of personal CFO, or Comprehensive Family Organizer.

Global Insight Monthly

The income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

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