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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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