First Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
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, and with as little risk as possible, to help achieve true financial freedom.
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:
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Amid efforts to stimulate growth in the face of economic challenges, we see selective long-term opportunities in both equities and fixed income.
June 15, 2023
Trend & cycle roadmap
