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, and with as little risk as possible, to help 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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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

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Exploring fine wine as an investment

Jul 23, 2024 | RBC Wealth Management

Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.

Read more

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