Expertise you can count on


Welcome

As a financial advisor since 1992, Paul works with business owners, executives, individual investors, and their families to provide solutions that will help them meet their financial, estate, and asset management goals. Paul is dedicated to building long-term relationships with his clients as wealth management planning is also a long-term process.

Paul carefully gets to know each client’s unique situation in order to develop strategies for attaining their goals and believes education is an essential component of the service he provides. Paul also works diligently with his client’s other professional advisors in order to properly implement tailored investment solutions.

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.


Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

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

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

Read more