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

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in Global Insight 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.