Mary Lou Ferguson

Marylou Ferguson, AWM

First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

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My most treasured asset is my clients’ trust


Without question the greatest honor I have is working with you and your family, building your future, and your family's legacy. I strive to help my clients grow, manage and protect their assets while building long-term relationships and providing world class service.

I have been working with a broad range of individuals such as retirees, doctors, attorneys, business owners and business executives. All of these individuals have a number of things in common — one of which is they are all looking for a trusted advisor to act as their financial quarterback. I assist them with planning, implementing and monitoring a variety of wealth management solutions. Through the open-architecture platform of RBC Wealth Management, I customize solutions to meet their specific needs. With more than 16 years of wealth management experience, I understand the needs of my clients, listening past the words, to fully understand what they expect and how to better provide service.

Always core to my business is focusing on doing what is in my clients’ best interest. Client education, communication and customer feedback is an integral part of my practice.

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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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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Latest Insights

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Long bonds for the long-term investor

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

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