Gary Frederick

Let us help you grow more than wealth

Value Statement

Gary's main objective is long term financial success for his clients. No matter where you are in your financial life, Gary is committed to helping you secure your financial future. Whether you need accumulation strategies in your earning years, income in retirement or legacy planning, Gary has the experience and knowledge to help fulfill your financial goals.

Investment Philosophy

•  Asset Allocation
• Tax Management
• Risk Management
• Flexibility to meet changing needs

Investment Process

• Listen, understand your needs
• Gather financial and qualitative information
• Analyze and evaluate financial status
• Develop and discuss planning recommendations, revise if necessary
• Implement wealth management plan
• Monitor, measure and adjust as necessary
• Utilize RBC wealth management tools and resources in process

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.

Read GI Monthly »

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.