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 Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the 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

Globe

How BRICS sees the world

Oct 02, 2025 | Kelly Bogdanova

Amid changes in the geopolitical order, the BRICS association is attempting to chart a new course. This article explains why its members—including the Eurasian troika of China, Russia, and India—believe a new multipolar world order is inevitable.

Read more

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