The Right Fit
Paul provides sensible investment portfolio management for families, individuals and companies. He takes the time to learn about his clients’ financial needs and works with them to determine their investment goals. He then constructs and manages a portfolio to achieve these goals within their time horizon and with due regard to their tolerance for risk. As a Portfolio Manager, Paul manages investments on a discretionary basis, shouldering the concerns of market gyrations and noisy headlines so his clients can get on with enjoying their lives. He keeps things on track with regular and relevant reviews and communication.
Paul knows that the first step to investing successfully is ensuring an investor’s assets are allocated in a way that matches their objectives and appetite for risk. He takes a patient approach, understanding that gains come from a series of careful and opportune decisions aimed at bearing fruit over time. Diversification within the equity portion of a client’s portfolio plays a key role in building wealth. For fixed income, he prefers laddering individual bonds which, when the income is reinvested, can enjoy compound growth.
Paul has a strong business background, having owned and operated an award-winning design and marketing firm for 16 years. During that time, he forged strong client relationships through his straight-forward advice, creative solutions and by putting the needs of his clients first. Spending the time to understand his client’s goals thoroughly allows him to develop a strategy to achieve them. Today, as a Portfolio Manager, he uses the same approach to help investors achieve financial success.
Clients benefit from Paul’s commitment to consistent communication, prompt service and his strong sense of duty to their needs and success.
Education & Community Involvement
From Paul’s varied education, business background and life experience, clients can expect a rounded approach and a flexible point of view.
He holds a Bachelor of Arts in Anthropology and History from the University of Victoria; and trained and served as a Naval Reserve Officer.
Paul is active in the community. He is a past President of the Sales & Marketing Executives of Victoria.