Wealth Management
Independent, Qualified Advisors
Whatever your Wealth Management needs
Whether you are just beginning to build your nest egg, or you have reached your financial goals and want an advisor who will properly manage and improve your existing portfolio - or if you are somewhere in between - Arca Financial Group has an advisor who will attend to your wealth management needs.
We are not a financial institution, nor do we represent any single investment firm, bank, trust or insurance company.
We are an independent firm of professionally qualified financial advisors, which gives us the freedom to survey the marketplace and determine those financial solutions that best fit your unique objectives.
We evaluate your individual risk tolerance and build a risk-adjusted investment portfolio that will maximize long-term growth in a tax-efficient manner. We will make necessary adjustments to your asset allocation if there are material changes in your financial situation or your investment objectives.
Some of the products available to you through Arca Financial Group include:
- Mutual Funds
- Segregated Funds*
- Guaranteed Investment Certificates (GICs)
- Term Deposits
- Private Money Management
- Hedge Funds and Alternative Investment Strategies
- Tax Exempt Life Insurance Accumulation Plans*
Your Arca advisor will build an investment portfolio that will help you reach your financial goals with a risk-return scenario that is within your comfort level.
*Insurance products and services are offered through Arca Financial Group Inc.
Arca Financial is a group of friendly and very knowledgeable professionals who offer a broad range of advice, and who take your whole picture into account at a firm where you have one-stop shopping. At some firms I've dealt with, you feel like you're just a number, but not at Arca. What stands out is the personal service, friendly staff and ready access to highly qualified professionals. I have been consistently very pleased with the service and individual treatment that I receive.
