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

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

Tankers

U.S./Iran: After the “truce”

Jun 26, 2026 | Frédérique Carrier

Markets have exhaled, and inflation fears have eased. But for governments and companies alike, the drive towards self-sufficiency remains a strategic priority.

Read more

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