Prudent Planning Includes
Tax and estate planning strategies
B.Math, CPA CA CFP, TEP
CEO/Tax & Estate Planning Consultant
Arca Financial Group Inc.
Comprehensive and prudent financial planning cannot be done without consideration for the tax and estate implications of the strategies being implemented.
We believe that this aspect of financial planning is so critical to your success that we have our own objective Tax & Estate Planning Consultant on staff at Arca Financial Group. Our advisors utilize our consultant's specialized expertise, particularly in more complex tax and estate situations, to ensure that your plan has taken all the applicable factors into consideration.
We also make the effort to work closely with your lawyer, accountant and lending professionals to ensure that the plan we implement is carefully integrated with the recommendations of your entire advisory team.
Our aim is to serve as your core financial planning team and your personal CFO. We are committed to overseeing your financial plan and helping to ensure your success.
Just a few of the tax and estate considerations that may have a place in your plan include:
- Registered Retirement Savings Plans (RRSPs)
- Registered Education Savings Plans (RESPs)
- Registered Retirement Income Funds (RRIFs)
- Segregated Funds
- Named Beneficiary Investments
- Tax Exempt Life Insurance Contracts
- Family Trusts
- Charitable Giving
Your Arca advisor will determine which combination of these tax strategies will best benefit you and your family.
"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."