Vice President / Portfolio Manager
RBC Dominion Securities Inc.
303 Moodie Drive, Suite 5500
Licensed in Ontario, Quebec and Alberta
For over 25 years Paul has been helping people plan for and enjoy their retirement. In 1995 Paul joined RBC Dominion Securities, one of Canada’s leading full service investment firms. Prior to this, Paul served 10 years at Royal Trust where he not only managed assets but assisted seniors plan out their wills, trusts and Powers of Attorney. During this period Paul also enjoyed 3 years as a Branch Manager in Kingston and Ottawa.
As a Portfolio Manager, one of the investment community’s highest accreditations available in Canada, Paul will take on the full responsibility for the management of your portfolio. This is achieved within the risk parameters you set out in your personal Investment Policy Statement.
These guidelines may also address social issues that reflect your personal values. Within this realm of Paul’s business he fully respects that we are all products of various life experiences. A special questionnaire is completed to help determine those areas most important to you.