Creating income from wealth

Welcome

Victor works with successful business owners, executives, individual investors, and families to provide wealth management planning that will help them accomplish their financial, estate, and asset management goals. He strives to provide an excellent client service experience and works closely with his team of multi-disciplined experts to deliver world class solutions in the following areas:

  • Retirement Planning
  • Investment Management
  • Estate Planning
  • Trust Fund Management
  • Risk Management Analysis
  • Credit & Lending Services
  • Converting Wealth to Income

Investment philosophy

Victor builds portfolios based on the client’s needs and objectives. A strength he has is creating income from wealth. He likes to create “investment paychecks” for retired clients and clients that need income from various sources. Victor uses a core and satellite philosophy for long term growth accounts which allows him to be as creative and flexible as needed to adjust to his clients’ needs and the market environment.

Global Insight Monthly

GI Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

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.

Latest Insights

College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

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