WHAT IS WEALTH MANAGEMENT?
Wealth management is the industry term for hiring a dedicated professional to advise you on what to do with all of your ongoing
financial decisions.
A financial plan is the game plan, and wealth management is the execution.
Management, education and the confidence to know your next steps.
“We found the perfect home, now what?”
“How does my plan change with my new income?”
“I got an unexpected tax bill, what should I do?”
“The markets are down and I’m freaking out.”
“My shares at my job are vesting and I could use some help.”
YEAR-ROUND SUPPORT FOR ROUTINE MAINTENANCE AND LIFE'S UNEXPECTED MOMENTS
Goals-based investment management
We routinely rebalance and dollar-cost average your portfolio to ensure you are on trackfor your goals. We also utilize tax shelters, both corporate and individual.
Learn more about our investment philosophy.
Account consolidation
From old employer matching RRSPs to the credit card you opened in university, we streamline your entire financial life so that your money is working harder for you.
It’s the dirty work that must be done so we can build on a strong foundation.
ARC Wealth Reviews
“ARC Wealth has been a trusted advisor over the past few years while we’ve worked through my family’s evolving financial plan.
I can always count on them to do the heavy lifting to get projects across the finish line which I find extremely valuable.
-Cofounder & COO,
West Vancouver, BC
Answers to your one-off questions
At times, spontaneous buying decisions or urgent job negotiations demand immediate answers. Fortunately, we’re on a first name basis. Reach out to your advisor anytime throughout the year for a prompt video call discussion
Access to subject matter experts
CPAs, attorneys, estate planners, mortgage specialists, or any other professionals, you name it. If any aspect of your plan goes beyond our direct expertise, we’ll connect you with one of our skilled experts (sometimes at a discounted rate).
Unlike other financial institutions, we don’t take commissions from the services they provide. Our experts have consistently delivered exceptional results for our clients time and time again.
How we stack up
Services
Asset minimum requirement
Fee
Cooridndate between your financial experts
Protect your wealth
Year-round support
Annual recalibration of your financial plan
Access to a team of subject matter experts
Encouragement to spend your money on your short and mid-term goals
ARC Wealth
White-glove guidance and service
$0
.90-1.6% of AUM
✔
✔
✔
✔
✔
✔
Traditonal Wealth Management
Financial Advisor to family office and banks.
$1M
1-3% of AUM
✔
✔
You’re a high earner. It’s time to start living like it.
