Paul Vorstadt

equipe

Investment Advisor, Portfolio Manager

CFP, CIM

Spoken languages : English

Experience

As an Investment Advisor and Portfolio Manager, Paul works with a team of experienced estate planners, bankers, insurance agents, and investment professionals to provide clients with financial strategies that can remain effective in all market cycles.

Paul began his career as a Financial Consultant at Investors Group Financial Services Inc. in 1994. He spent two years working to develop financial plans for his clients before being promoted to Associate Regional Director.

Paul left Investors Group Financial Services in 2002 to take a position with TD Waterhouse as an Investment Advisor. Providing private guidance to high-net-worth clients, he earned a designation of merit after his first year and soon progressed into the roles of Associate Portfolio Manager, Vice-President, and eventually Portfolio Manager. 

In 2011, Paul joined Dundee Securities in Toronto. For more than 15 years, he has prided himself on his research experience, which involves evaluating risk profiles and matching investments to the needs of his clients.

Paul enjoys hockey and golf in his spare time and is a coach with the Whitby Hockey Association and Co-chair of the St. John’s Rehab Foundation Golf Classic.

Services

Paul and his team use a simple and straightforward process. First, they help clients define their objectives through a comprehensive life discovery discussion. Second, they analyze a client’s unique circumstances to provide a personalized strategy. Third, they execute the strategy using tailored solutions that build and protect wealth and allow clients to leave a lasting legacy. 

Specialties include:

  • Portfolio management
  • Risk management
  • Income planning
  • Stress testing retirement plans
  • Exit strategies
  • Insurance planning*
  • Divorce financial analysis
*Insurance Offered through NBFFS

 

“We work with you – exploring multiple scenarios to help you find the best wealth strategy that allows us to build and preserve your hard earned nest egg in today’s increasingly complex marketplace.”

Education

Bachelor of Economics
Wilfrid Laurier University

CFP (Certified Financial Planner)

CIM (Chartered Investment Manager)