A disciplined approach
Using RBC Wealth Management’s extensive resources, Paul works with you to develop strategies and recommend personalized solutions. Our flexible approach evaluates your unique situation and is designed to help you accumulate, protect, and transfer your wealth.
- Understanding Your Financial Objectives — I begin by asking questions to understand more about you and your financial objectives.
- Developing Strategies — Next, I analyze and evaluate the financial and personal information you provide so I can match objectives with strategies.
- Implementing Solutions — Using these strategies, I develop customized solutions tailored to your goals and objectives, drawing from a wide selection of world-class products and services.
- Portfolio Review — I regularly review your portfolio to help ensure we are on track in meeting your financial objectives.
