Paul Sawhney has over 20 years of experience in the investment and financial services industry. As a Senior Investment Counsellor, Paul provides discretionary investment management for a limited number of affluent clients that include business owners and executives, charitable foundations and not-for-profit organizations. Services include access to top-tier investment intellect from around the world, preparation and design of investment policy statements, monitoring and adjustment of portfolio mix, and continuous analysis and interpretation of financial and capital markets. Clients appreciate direct access to Paul and his colleagues within RBC PH&N Investment Counsel who work to ensure that a client’s overall wealth is managed properly. Significant consideration is given to tax and estate planning as part of the wealth management process.
Paul joined RBC in 2002 and prior to that he worked for another major Canadian financial institution and performed research analysis and managed high net worth relationships. He is a Chartered Financial Analyst and is a member of the Toronto Society of Financial Analysts.
