The Right Fit

Find the Arca Advisor best suited to your needs

Our team of professionals each has a specialized area of knowledge and expertise. To help us align you with the right advisor to care for your financial planning needs, the following series of brief questions will assist us:
(* indicates required field)

* My Occupation:
My Spouse's Occupation:
* My Date of Birth (DD/MMM/YEAR):
My Spouse's Date of Birth (DD/MMM/YEAR):
* Number of dependent children:
Their ages:
* Do you or your spouse own a business?
If yes, which best describes your business:
If self employed or other, please specify:
* I am currently working with a financial advisor:
* I have prepared a financial plan with defined short, medium and long term goals:
* I am currently taking maximum advantage of tax-deferred retirement plans:
* My investment portfolio is properly diversified in terms of risk vs. return:
* My family's current standard of living will continue if my spouse or I suffer a disability or serious illness:
* My family's life insurance program will maintain our lifestyle when it is needed:
* I know what income my family will receive from the after-tax proceeds of my estate:
* Annual gross household income:
* Household Net Worth: (Assets - Liabilities = Net Worth)

Please fill in your contact information below

* First Name:
* Last Name:
* Street Address:
* City:
* Province:
* Postal Code:
* Telephone:
* E-mail:

(* indicates required field)

When finished, please click on Submit. An Arca representative will contact you within 10 business days to discuss aligning you with the right advisor.

Recent News

Summer Hours

Mon, May 31st, 2010

Arca Newsletter

Tue, May 25th, 2010

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 NaviPlan^TM tool and the personalities of the consultants.