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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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

Employment interview

What dueling data and the Fed’s dual mandate mean for interest rate cuts

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

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