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:
Oil prices threaten $100+ per barrel while S&P 500 valuations face mounting pressure. RBC Capital Markets examines conflict duration scenarios, energy market disruptions, and equity implications.
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.
"What if filling out your bracket and building a portfolio required the same thinking? Relative strength investing, like March Madness seedings, cuts through emotion to show you what is actually performing right now."
May 7, 2025
Trend & cycle roadmap
