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.

Client Bill of Rights

A great relationship is based upon a solid foundation. The Client Bill of Rights clearly identifies the level of proactive service and relationship you will experience at Arca Financial.

Quality of Service

You are entitled to a high level of proactive, courteous service from all associates at Arca Financial

Trusted Advisors

You have the right to work with a trustworthy, dependable, independent Wealth Advisor focused on your journey to your financial goals. Your financial advisor will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook and management philosophy. Your financial advisor will present portfolio reviews annually or as often as necessary, and be available to answer the questions that matter to you as they arise.

Recommendations Based Upon Your Needs

You have the right to independent and unconflicted advice and recommendations based upon your defined needs, risk tolerances, and goals. Through holistic financial  Planning your needs are clearly defined and constantly monitored.

Confidentiality

You have the right to the strictest levels of confidentiality with information provided to your Arca Financial team Arca Financial will protect all information to the highest standards outlined byregulatory agencies.

Transparency

You have the right to a transparent relationship and to clearly know the costs for portfolio management, transactions and advisory services. We will detail all costs associated with your financial planning. All communications with the Arca Financial team strive to be clear and concise. If you have a question, it is our duty to answer it for you in an understandable way.

Prompt Response

You have the right to a prompt response from your Arca Financial team. As your Trusted Advisor, the Arca Financial team commits to returning calls by the end of each business day. Should you require additional research, our team will set a clearly defined time frame for redress.

Timely Communication

You have the right to be communicated to in a timely manner. As your Trusted Advisor, our goal is to provide you with information before the question arises, regardless of the medium used.

Education

You have the right to continual education along your journey to True Wealth. Through education, our team will project reasonable expectations and achievable scenarios in the development and constant monitoring of your financial  Plan.

"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 NaviPlanTM tool and the personalities of the consultants."

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