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Paul Vorstadt serves as a portfolio manager at National Bank Financial. In his role as a portfolio manager, Paul Vorstadt leverages years of experience helping clients to make sound investment decisions.

What does a portfolio manager do?

The portfolio manager, or PM, is the person with the most authority in client communications. The PM not only manages clients’ investments, but may also advise clients about when, where, and with whom to invest. The PM becomes intimately familiar with clients’ investment histories, current accounts, and plans for the future, and often has authority to make investment decisions for the client.

What is the role of an investment advisor?

An investment advisor, or IA, essentially helps clients make the wisest choice with their money. Whether clients are investing for retirement, savings, or general protection, IAs help make the investment process less complex and guide clients on how to achieve their financial goals.

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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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