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Join date: Jan 6, 2022

Posts (23)

Jan 8, 20266 min
PAUL VORSTADT, CFP®, CIM®, Portfolio Manager, Assante Capital Management Ltd., Greater Toronto Area
PAUL VORSTADT “In Search of a Better Way” Paul Vorstadt is a man on a mission. Since the day he began his career as a Financial Advisor – nearly three decades ago – Paul has made it his purpose to seek better ways to guide his clients towards their financial goals. While innovation is not usually a term associated with the service side of the financial industry, it’s something Paul embraces. Adapting his approach to address new challenges or...

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Jan 7, 20266 min
TANNER MICHALEK, Portfolio Manager, Senior Wealth Advisor, Scotia Wealth Management, Waterloo, ON.
TANNER MICHALEK "Instilling peace of mind through open conversations and understanding risk" Tanner Michalek has always believed in planning for the “what-ifs” in life. In fact, when he asked for a briefcase for Christmas – as a five-year-old – he may have been thinking, even then, “what if I grow up to be an Investment Advisor?” He did get the briefcase for Christmas. And many years later, he did indeed enter the financial industry. Tanner is a Senior Wealth Advisor and Portfolio Manager...

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Jan 7, 20266 min
VINCE TARANTINO, MBA, CIM®, CFP®, Senior Wealth Advisor, Founder of the Amalfi Wealth Management Team - Wellington-Altus Private Wealth, Toronto, ON.
VINCE TARANTINO “Independence is the freedom to do your best for clients.” When Vince Tarantino founded the Amalfi Wealth Management team in early 2022, he knew he’d found his calling. After nearly 25 years in the finance industry – many of those at bank-owned firms – Vince took the leap to become independent. He launched his own practice at Wellington-Altus Private Wealth. For four years in a row, Wellington-Altus has been ranked as the top wealth advisory firm in...

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JANICE TUFFJANICE TUFF

JANICE TUFF

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