Noah Goldstein

Vice President @Feigelsohn Kellar

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2018 — Present

Vice President @Feigelsohn Kellar

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EDUCATION

2007 — 2009

The University of Western Ontario

Honors Bachelor of Arts

SKILLS

Portfolio ManagementBloombergClient ServicesBusiness DevelopmentEquity ResearchFixed IncomeValuationWealth ManagementCrmCapital MarketsInvestmentsFinancial Modeling

ABOUT NOAH GOLDSTEIN

Transition planning is a complex mix of financial, legal, family law issues and tax issues, combined with family dynamics. Feigelsohn Kellar specializes in tailoring prudent and compelling intergenerational transition plans. We integrate the efforts of your existing advisors to empower your heirs and enhance your legacy with the ability to anticipate & preempt issues and conflicts. Through our work that focuses on value transition over wealth transition and integrative planning over traditional planning, we can help you achieve the following: • Diminished long term estate tax liabilities • Effective U.S. tax shield • Engaged and empowered future generations • Integrated and effective governance structure for heirs • Maximal protection from marital breakdown • Charitable giving with an aim to enhance family values • Helping your family develop the skills to have difficult, but important, conversations Please read more about what we do at

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Noah Goldstein — Vice President at Feigelsohn Kellar in Toronto, ON, CA | Unifers