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.

I trust the folks at Arca Financial, and have always found them very responsive to my needs. The friendly customer service and the flexibility of my advisor are two of the factors I appreciate most. My advisor takes the time to educate me about the choices and lets me make the decision without any pressure. Everything I need, Arca is able to do for me.