Senior Vice President - Financial Advisor, Senior Portfolio Manager
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.
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:
Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.
Read more in Global Insight Monthly
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Given stock markets’ erratic moves of late, it’s important to remember that volatility is normal. We look at how investors should think about portfolio allocations so that they can act as an anchor during periods of extreme volatility.
May 7, 2025
Trend & cycle roadmap
