Our Process

Tax & Estate Planning
Committed to Overseeing Your Plan.
We believe that tax and estate planning critical to your financial success, that’s why Arca Financial Group employs an in-house Tax & Estate Planning Consultant. This ensures even the most complex tax and estate scenarios are thoroughly addressed in your plan. Our team also works in tandem with your lawyer, accountant, and lending professionals, integrating their insights for a cohesive financial strategy.

Here are a few of the tax and estate considerations:
  • 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 Financial Group advisor will determine which combination of these tax strategies will best benefit you and your family.
Stay Connected
Subscribe to our newsletter
Thank you! Your submission has been received!
Thank you! Your submission has been received!