Estate Planning
Prudent Planning Includes
Tax and estate planning strategies
Comprehensive and prudent financial planning cannot be done without consideration for the tax and estate implications of the strategies being implemented.
We believe that this aspect of financial planning is so critical to your success that we have our own objective Tax & Estate Planning Consultant on staff at Arca Financial Group. Our advisors utilize our consultant's specialized expertise, particularly in more complex tax and estate situations, to ensure that your plan has taken all the applicable factors into consideration.
We also make the effort to work closely with your lawyer, accountant and lending professionals to ensure that the plan we implement is carefully integrated with the recommendations of your entire advisory team.
Our aim is to serve as your core financial planning team and your personal CFO. We are committed to overseeing your financial plan and helping to ensure your success.
Just a few of the tax and estate considerations that may have a place in your plan include:
- Registered Retirement Savings Plans (RRSPs)
- Registered Education Savings Plans (RESPs)
- Registered Retirement Income Funds (RRIFs)
- Segregated Funds
- Named Beneficiary Investments
- Tax Exempt Life Insurance Contracts
- Family Trusts
- Charitable Giving
Your Arca advisor will determine which combination of these tax strategies will best benefit you and your family.
I came to Arca through personal references from people I know, which gave me a greater level of comfort right from day one. These people are friendly and easy to talk to - they don't try to intimidate you with their knowledge, but rather they take the time to explain things in plain language so you can understand. These are not people who offer boilerplate solutions - they really think through their clients' individual needs and provide plans that suit. I'm impressed with the diversity of services, the NaviPlanTM tool and the personalities of the consultants.
