Paul Ballett

Let us help you grow more than wealth

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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 Midyear Outlook

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. 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.