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Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe 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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Business philosophy

Laurie founded her practice on a simple vision: to help high net worth clients and their families achieve their financial goals through trusted advice. As a Financial Advisor, she believes that advice is a personal set of investment and wealth management strategies tailored to her clients’ changing needs and aligned with their long-term goals. Through these valued relationships, her clients enjoy the distinctive, caring services for which RBC Wealth Management is renowned.

Laurie believes that her role is to act as a trusted resource for her clients and their families. In addition to her extensive work with CPA’s and Attorney’s on macro decisions, she acts as support for the financial well being of her clients. All of these services are included in her fee and she believes that this level of proactive client service sets her apart. Laurie provides boutique-level service and draws from the resources of RBC and RBC Wealth Management, as needed.

 

Value statement

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.

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.

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