Senior Vice President - Financial Advisor, Senior Portfolio Director Group
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.
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »
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.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.
July 10, 2023
Investor's Edge
May 10, 2022
Social Security: At a glance
Cyber security - Strategies for staying safe online