Paul Vorstadt: Planning is Essential for Wealth Management and Preservation

According to Paul Vorstadt, planning is a key component to wealth management and wealth preservation. Whether it is newfound wealth from an inheritance, or some other windfall, it is important to find a financial planner to assist you in reaching your financial goals.

When you have found a financial planner, work with him or her to determine needs, goals, and expectations. Situations such as small business ownership and retirement expectations need to be analyzed in order to find the best way for you to manage and preserve your wealth. It is also important to explore multiple scenarios to protect your nest egg should any unexpected situations arise, such as health issues or extreme market fluctuations.

Paul Vorstadt has extensive career experience in the investment management industry. Since 2011, he has worked as Vice President and Portfolio Manager at Dundee Securities Ltd. in Toronto. He specializes in retirement planning, wealth preservation, and assisting his clients with achieving financial independence.

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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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