Bill Vollmer
 Bill Vollmer, B.Math, CA, FLMI, CFP Senior Financial Advisor T: (519) 745-8500, ext.243 F: (519) 745-8283 |
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Prior to joining the financial planning profession, Bill worked for five years in public accounting and for ten years with a leading Canadian insurance company, gaining experience in both their insurance and investment operations. Bill's past experience in the fields of accounting, auditing and taxation contributes greatly to his skill in formulating creative solutions to his clients' retirement and estate planning needs. Bill works closely with his clients' other tax and legal advisors to develop a cohesive plan using creative products and planning concepts at the leading edge of the financial planning industry.
Bill has been an active volunteer with the local chapter of the CNIB for several years.
Many financial firms just focus on investments, and straight buying and selling of products. But strategic longer-term retirement and estate planning is of primary importance and should be one of the mainstays of building a financial plan. This is where Arca Financial Group stands apart. At Arca there is a culture of helpfulness and innovativeness, and we have been continually impressed by how our advisor stays up to date on the latest innovations in investments as well as changes in government legislation and how everything affects our plan. The NaviPlanTM is a wonderful tool for looking into your future, understanding your cost of living, and the finances required to support that standard of living. These folks are talented, helpful, knowledgeable, and they really take the time to explain things in a way we can understand.
