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, along with my three brothers, have enjoyed a successful business relationship with John and Arca for the past four years. Arca's purpose is to build strong client relationships through "care, communication and trust," and this is a very accurate description of the service we have received from every single person in the organization. Arca is independently owned and the principals are actively involved in providing value-added services to its clients.

What impresses me most about John and the team at Arca is the integrated approach they have taken to helping us in our financial plans, not only as individuals, but also as part of a family business. They have reviewed both our personal financial situation as well as our business structure to help determine the best holistic solution to our meet our goals. The expertise they offer in areas of income tax planning and wealth management extends way beyond the traditional role of investment advisors.

John, and the entire team at Arca, has helped both our family and our business meet both our current and future financial objectives. I am very pleased with what they have done and where we are going. I highly recommend their services to anyone who needs financial planning assistance, but particularly to those who are in business for themselves.