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

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

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

Sheepdog

Is Kevin Warsh a sheep in wolf’s clothing?

The Federal Reserve chair got the ‘family fight’ he wanted at this week’s meeting, but now might have a fight with the market. With the 30-year Treasury yield near a two-decade high, we look at where policy and yields could go from here.

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