Kelly Strome
 Kelly Strome, BA, CFP Financial Advisor T: (519) 576-6764 ext.237 F: (519) 576-6768 |
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Kelly brings an extensive background to financial planning through many years in small business consulting and through his Certified Financial Planner designation. Kelly specializes in the wealth management and tax planning aspects of retirement and estate planning. Among his key responsibilities is dealing with clients' capital gains tax issues and coordinating estate planning solutions.
Kelly is a member of the Kitchener-Westmount Rotary Club and will be serving as the club's president from July 1, 2003 until July 1, 2004. Kelly is an active volunteer with KW Oktoberfest; serving as a member of the Advisory Council and the Treasure Hunt Committee.
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.
