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:
AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
The S&P 500 has remained impressively resilient from a technical perspective. But we think some areas of the market are bottoming, supporting our belief that investors should consider rebalancing portfolios.
May 7, 2025
Trend & cycle roadmap
