In these challenging times, it would not surprise you to learn this question is one we commonly hear.
In light of this, we have structured our business to help our clients obtain a perspective of where they are and construct a sound plan that strives to achieve the answer “yes."
Spence Partners aspires for our clients to refer to us as their trusted advisors. While there are many do-it-yourself avenues for pursuing financial independence, we believe a trusted advisor can make a critical difference in achieving one’s goals.
We utilize a value-driven approach to investing which is rooted in our belief that wealth is best created over time. Our client portfolios are invested exclusively on an individualized basis and tailored to each client’s specific investment goals. We analyze each investor’s current situation, risk tolerance, and future needs to develop a strategy to meet their goals.
Our investment practices are influenced by what we have learned over forty years managing individual client portfolios:
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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We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
June 15, 2023
Trend & cycle roadmap
Lindsay and Tylar discuss the changing dynamics of the equity market, the recession outlook, what’s behind the rally in growth stocks, and more.