Paul Knight, PFP
Senior Investment Advisor
"Together, we can accomplish great things."
With over 29 years of professional wealth management experience, I’m proud to offer my clients sound financial planning strategies and effective investment advice. But more than that, I offer them a path towards a successful financial life.
As they navigate important life transitions, I help my clients see the big picture: how the decisions they make today can affect their lifestyle and opportunities in the future. I work hard to explain their investment options clearly and in plain language, and incorporate choices that may be personally important to clients, such as responsible investing.
Clients come to me for unbiased advice and strategic, long-term planning to help grow and preserve their wealth – and that’s only the beginning. I make it a priority to build truly successful relationships by understanding your unique needs and showing my appreciation for your hard work, your time and your business.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Together, we can accomplish great things
Honesty, integrity and transparency. These are the cornerstones of the service I provide to each of my clients.
What we do
I practice a conservative approach to investment management, which has served my clients well across all market conditions. My clients have confidence in my advice and appreciate the time I take to help them understand their options for achieving their financial goals—whether they are building, preserving or transitioning their wealth.
How we do it
Things you can count on when working with me as your Investment Advisor:
- Solutions for broad and complex wealth management needs.
- Balancing higher rates of return with an acceptable risk/reward ratio using a wide range of investment choices.
- A consistently high level of unbiased investment advice and professional guidance based on your unique financial objectives.
- Ongoing monitoring and review of your investment plan to ensure your changing needs are being met.
- Earning your trust by acting with honesty, integrity and in your best interests at all times.
Who We Can Help
Paul’s services are designed for individuals, families, businesses and other organizations requiring professional assistance managing their wealth.
- Senior executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock, and coordinate multi-faceted financial affairs.
- Professionals such as lawyers, accountants, luxury real estate specialists, private bankers and account managers who may require assistance with their personal assets as well as a trusted partner to service shared clients.
- Incorporated professionals such as doctors, dentists, veterinarians and pharmacists who may need a greater range of wealth management options and can benefit from enhanced retirement benefits only available to them.
- Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax efficiently and potentially equalizing their estate.
- Pre-retirees who want to make the most of their retirement savings as they approach retirement and retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security.
- Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner.
- Charitable foundations and non-profit organizations requiring investment management according to specific guidelines.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Who we can help
Paul’s services are designed for individuals, families, businesses and other organizations requiring professional assistance managing their wealth.
Senior executives
Senior executives looking to enhance their retirement savings beyond normal pension limits, diversify exposure to their company stock, and coordinate multi-faceted financial affairs.
Highly affluent individuals
Professionals such as lawyers, accountants, luxury real estate specialists, private bankers and account managers who may require assistance with their personal assets as well as a trusted partner to service shared clients.
Medical professionals
Incorporated professionals such as doctors, dentists, veterinarians and pharmacists who may need a greater range of wealth management options and can benefit from enhanced retirement benefits only available to them.
Business owners
Owner/managers who need help managing their personal and business assets, preparing for their upcoming business succession, converting business assets into personal assets tax efficiently and potentially equalizing their estate.
Pre-retirees
Pre-retirees who want to make the most of their retirement savings as they approach retirement and retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security.
Well-established families
Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner.
Charitable foundations and non-profit organizations
Charitable foundations and non-profit organizations requiring investment management according to specific guidelines.
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.