Paul Goldstein Financial Service

Paul Goldstein Financial Services Inc. is a renowned financial services firm based in Toronto, Ontario. Since 1966, we have been dedicated to providing customized financial, income, and estate funding strategies to our clients. Our mission is to help our clients increase their net estate value, enhance their retirement income, minimize taxes on death, and make significant charitable bequests at no cost to the estate.

Our founder, Paul Goldstein, BA., CFP, CLU, CH.F.C., TEP, is a seasoned financial professional with over 50 years of experience in the industry. He specializes in creating tailored financial solutions that cater to each client's unique needs and objectives. Paul's son, David Goldstein, has been with the company since 1987, and his exceptional computer and mathematical skills enable us to demonstrate the financial results of our value propositions.

Mary Arangio, our licensed Research & Marketing Assistant and Case Coordinator, has been an invaluable member of our team for over a decade. Her organizational and technical skills have significantly contributed to our success. Naomi Goldstein, our Corporate Controller, has been doing an outstanding job in keeping our staff, accountant, suppliers, and the Canada Revenue Agency happy for more than 30 years.

Our Advisory Board

One of our greatest resources is our Board of Advisors. They provide us with a wealth of knowledge and experience in the areas of investments, life insurance company products, life insurance national and international underwriting capacity, and in the actuarial world. Jacqueline Fyfe, CLU, CFP, CHFC, CHFS, RHU, EPC, CSA, has over 35 years of experience in the insurance industry, and her current senior position with a major managing general agency gives her complete access to the products provided by all active Canadian Life Insurance companies.

Ian G. Rosmarin, B Comm ( Hons), CA, CIMA, CLU, CFP, TEP, is a Chartered Accountant, Certified Investment Manager Analyst, Chartered Life Underwriter, Certified Financial Planner, and member of the Society of Trust and Estate Practitioners. Terry G. Zive, CLU, CH.F.C., RHU, FLMI, TEP, is a recognized expert in insurance advisory, business succession, and estate planning for high net-worth clients and medium-to- large-sized privately owned businesses.

Our Services

At Paul Goldstein Financial Services Inc., we develop and implement customized income and estate funding strategies for people interested in boosting their retirement incomes and maximizing the value of their estates. Our solutions prioritize three financial standards: high returns, guaranteed results, and tax-effectiveness.

We approach our clients' financial health like a physician deals with their physical well-being. We believe that every client is unique, and our recommendations are based on a complete examination of their financial circumstances and identification of their priorities. We offer services suited for every stage of life, and our commitment is to address each client's unique circumstances and objectives and to tailor our recommendations accordingly.

Our services include retirement planning, estate planning, tax planning, investment management, and insurance planning. We work with our clients to create comprehensive financial plans that maximize their wealth and minimize their tax liabilities. Our team of experienced financial professionals has the knowledge and expertise to help our clients achieve their financial goals.

We invite you to read our clients' testimonials and see how we have helped them achieve their financial objectives. Our track record of success speaks to our commitment to providing exceptional financial services.