For the better part of two decades Paul Vorstadt has been pulling back the curtain on the world of finance. He and his team have broken away from the traditional Wall Street/Bay Street business model by embracing their role as client advocates offering advice based on a fiduciary relationship of loyalty and trust.

With a strategy designed to reduce the emotional anxiety of trying to maintain, grow and ultimately pass on their wealth Paul encourages and assists his clients in taking control of their wealth planning needs today, so they are prepared for the uncertainties and challenges the future may bring. By eliminating the stress that comes from the feeling of financially having to do something without knowing what that something is, Paul provides his clients a greater ability to embrace today.

There is no better experience for Paul than watching a client who enters his office feeling overwhelmed and frustrated leave with an overwhelming sense of calm – a feeling that comes from gaining control over ones finances. As one client stated, “That’s what I was missing.”( Lee Jacobson, client since 2012).

Educated at Wilfrid Laurier University in Waterloo, Canada, Paul Vorstadt completed his Bachelor of Arts in Economics in 1994. In addition to his degree, he holds numerous professional qualifications, including Certified Financial Planner, Mutual Funds License, Chartered Investment Manager, Certified Divorce Financial Analyst, and Level II Life Insurance. He has also completed professional training in hedge funds essential, Investment Managers Techniques, and Professional Management Techniques. In 2009, he achieved Fellowship Canadian Securities Institute designation.

In his personal life, Paul Vorstadt supports St. John’s Rehab Hospital, a Toronto medical facility that specializes in providing customized rehabilitation services. Mr. Vorstadt currently is Co-Chairman of the St. John’s Rehab Golf Tournament. Paul also enjoys coaches the rep teams of both his boys.

The content of this internet site, including any investment advice, is intended only for residents of ON and BC. All material contained herein is © Paul Vorstadt and/or National Bank Financial (NBF) unless otherwise indicated. NBF is an indirect wholly-owned subsidiary of National Bank of Canada. The National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA:TSX). The particulars contained herein come from sources believed to be reliable but are not guaranteed by us and may be incomplete. References to external websites, reading material and other resources are provided a public service and should not be construed as an endorsement of content or services. The opinions expressed herein do not necessarily reflect those of NBF. National Bank Financial is a member of the Canadian Investor Protection Fund. Neither returns nor capital are guaranteed. For advice related to your individual tax situation, please consult your tax advisor. Not all securities are suitable for all investors. You should consult your investment advisor regarding investments suitable to your unique circumstances. This is not an offer to buy or sell securities. E. & O. E. Cookies policy Cookies Policy

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© NATIONAL BANK FINANCIAL. All rights reserved 2013 – 2017.
National Bank Financial is an indirect wholly-owned subsidiary of National Bank of Canada. The National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA: TSX).
Products and services of the National Bank Financial — Wealth Management are only offered in jurisdictions where they may be lawfully offered for sale. All products and services are subject to the terms of the applicable agreement. The information in this Website is subject to change without notice. This communication does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not resident in Canada should consult with their financial adviser to determine if these securities may lawfully be sold in their jurisdiction.

 

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