Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
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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Laurel (Laurie) Kent provides ongoing investment management services to individuals, families and association executives for wealth management planning.
Her practice extends to non-profit organizations for long term reserves, short and intermediate term reserves, endowment and scholarship funds.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Working with your family to develop a wealth mission statement can chart an intentional course for the future.
July 10, 2023
August 2, 2023
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