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:
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.
June 15, 2023
Trend & cycle roadmap
