Paul Goldstein, BA., CFP, CLU, CH.F.C., TEP, is the founder and President of Paul Goldstein Financial Services Inc. Since 1966, he has been specializing in customized financial income and estate funding strategies. You can read Paul Goldstein's full bio here.

David Goldstein, Paul's son, has been with the company since 1987.  His unique computer and mathematical skills have enabled us to demonstrate the financial solutions that result from our 'out of the box' value propositions.

Mary Arangio, our licensed Research & Marketing Assistant and Case Coordinator, has been with us for 10 years.  With her organizational and technical skills, she is an invaluable member of the team.

Naomi Goldstein, our Corporate Controller has been doing an outstanding job for more than 30 years in keeping our staff, our accountant, our suppliers and the Canada Revenue Agency happy.

ADVISORY BOARD

One of our greatest resources is our Board of Advisors.  Between them they provide 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 experience in the insurance industry.  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 and helps her keep current on all new developments in the industry.

Ian G. Rosmarin, B Comm (Hons), CA, CIMA, CLU, CFP, TEP, is a graduate of the University of Witwatersrand, Johannesburg.  He placed first in the South African Institute of Chartered Accountants' Financial Qualifying Examination in Auditing.  He is a member of the Institute of Chartered Accountants of Ontario, a Certified Investment Manager Analyst, a Chartered Life Underwriter, a Certified Financial Planner, and a member of the Society of Trust and Estate Practitioners.

Terry G. Zive, CLU, CH.F.C., RHU, FLMI, TEP, President & CEO of Zive Financial, has over 30 years of experience in the life insurance industry and 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.  Terry is currently a member of the Munich Reinsurance Company of Canada National Advisory Board.  He is the Vice-Chair of the CALU / Advocis Joint Government Relations Committee and is the National Chair of the Advocis Regulatory Affairs Committee.

In the actuarial field, we work with a number of independent and corporate actuaries who are specialists in different areas of actuarial science.