Let us help you grow more than wealth


Value statement

Paul is focused on helping self made entrepreneurs and business owners manage their personal financial affairs and bring financial peace of mind.

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

On the fast track: Digital transformation in the era of COVID-19

The COVID-19 disruption has hammered home that necessity is the mother of invention. We asked Mark Mahaney, top-ranked internet analyst from RBC Capital Markets, what impact the COVID-19 crisis is having on the internet sector. Read the full economic outlook in the latest edition of Global Insight.

 

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

Business women gather in office setting.

As women age with longevity on their side, the financial future is female

Jun 29, 2020 | RBC Wealth Management

They’re the chief advisors to four generations, and their economic influence can no longer be overlooked.

Read more

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