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

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the 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

Man looking at stock charts

The fine, frustrating U.S. equity rally

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

Read more

Bulletin Board