Adding Clarity and Guidance in a Complex World

 

 
Samuel Gorenstein

samuel.gorenstein@rbc.com
Phone: 416-974-4059

Start Your Journey

Anything is possible when you manage your money the right way. At Gorenstein Wealth Management, our mission is simple: to guide you towards a brighter future for your investments, your business, and your family.

How do we do it?

We listen to clients articulate their needs, goals, and priorities. Then we partner with them to develop holistic wealth and investment management strategies.

 

Our Approach

What we do

  • Provide strategies to help maximize your income now and in retirement
  • Help ensure your business is positioned to survive the next major crisis
  • Assess the current and projected future value of your estate
  • Explore ways to transfer wealth and foster stewardship with the next generation
  • Identify potential risks you may be exposed to and identify strategies that can protect you and your family
  • Investigate the long term growth potential of different investment scenarios
  • Identify strategies to minimize taxes and maximize opportunities for charitable giving
  • Optimize your investment strategy to stay on track with your goals

Get to know Sam

 
 

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How Gorenstein Wealth Management Can Help You

What our Clients Say About Us...

Over the years, I have dealt with most of the banks in Canada with regard to personal investments. However, it was not until I met Samuel Gorenstein that I felt that I was getting personal attention. Samuel impressed me sufficiently to also migrate additional investments to your bank. Samuel is the poster child for ”we care about you”. Just wanted to give recognition to Samuel for being the posture child for what the average investor would hope for in a financial advisor.

Tony

Media Executive

After years of sub-par returns and disappointing results, I was very fortunate to meet Sam through a friend. He has worked with my husband and myself and put us back on track. He is organized, insightful, and highly results-oriented.I have no hesitation in recommending Sam to my friends and family.

 

Renee G.

Retired Teacher

Thank you so much for your time and candid advice yesterday. You really have a knack for helping us to understanding both long and short term goals and to help us see the bigger picture for solid financial planning. We really, really appreciate all that you have done and continue to do for us.

 

JH

 

The first time I met Sam, I was impressed with both his knowledge and keen sense of serving clients. We quickly developed a rapport, and soon my wife and I decided to switch over the management of our RRSP accounts to him.We have not been disappointed as Sam immediately turned around what had been a disappointing performance into positive growth. He is always available for consultation, and eager to offer advice. I would strongly recommend him to anyone who is looking for responsible management of their investment portfolio.

Jerry A.

 

Start your journey with us

SETUP A MEETING
If you are seeking outstanding portfolio management and comprehensive wealth management,
we would be pleased to discuss how we can put our experience and investment philosophy to work for you.
 
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