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 Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. 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

Federal Reserve

Six rate cuts in search of a reason

With the Fed poised to lower overnight interest rates next week, we think investors may be disappointed with what lowering rates is likely to accomplish. We look at the potential asset-class implications if the Fed moves too aggressively.

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