Bill Vollmer

Bill Vollmer, B.Math, CA, FLMI, CFP Senior Financial Advisor T: (519) 745-8500, ext.243 F: (519) 745-8283

Support Team: Investment Associate: Carolyn Brown, ext.235 Insurance Associate: Joanne Strub, ext.221 Client Service Associate: Jeri-Gay MacDonald, ext.261

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.

Since I transferred my portfolio to Arca, I've been very pleased with everything. This is a young company with people who know what they're talking about. I expect them to do their job - and I do expect a lot! - so that I can be free to do what I do. I was impressed with the recommendations that were made and really like how everything is now consolidated under one roof. The customer service really stands out for me - I just have a good feeling dealing with them.