Paul G. Conrod
Senior Portfolio Manager & Investment Advisor
Wealth management solutions designed for you
As a Senior Portfolio Manager and Investment Advisor with over three decades of industry experience at Canada’s leading wealth management firm, Paul provides high-net-worth clients with expert advice so that they can enjoy the wealth they have worked hard to accumulate. Clients enjoy peace of mind, knowing that Paul will provide them with a full-suite of services and solutions that address:
- Private Investment Management
- Family Wealth Management
- Business Owner Planning
- Estate Planning
- Retirement Planning
- Tax-efficient Wealth Planning
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
Paul uses a comprehensive wealth management approach to help individuals, families, and business owners achieve their financial and lifestyle goals at each stage of life. Taking into account all aspects of wealth planning, Paul works with RBC Dominion Securities team of wealth management specialists to deliver thoughtful and creative solutions tailored to each clients’ unique needs.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.