Let us help you grow more than wealth

Value statement

A great circle route is the shortest distance between two points on the globe.

Paul designed the Great Circle Process to help successful families and business owners navigate their unique financial journey efficiently, to achieve true financial freedom.

Investment philosophy

Paul extensively utilizes 'Point and Figure Analysis' and a global perspective to build clients a diversified portfolio. The cornerstones of Paul’s investment philosophy are five key principles:

  • Global exposure
  • Tactical risk-based multi-asset allocation
  • Combine fundamental and technical research
  • Sector-based equity
  • Be sensitive to taxes

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

Young couple meeting with financial advisor

Ten key discussion points for your mid-year review

Jun 11, 2026 | Angie O'Leary

A mid-year review can be a perfect time to reassess and adjust your financial strategy.

Read more

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