ARC WEALTH OPTIONS INC.

Detailed financial plans including:

Tax Planning and Considerations
Retirement Planning
Investment Planning and Strategy
Risk Management and Insurance
Cash Flow Planning
Legacy and Estate Planning

Succession and business continuity planning

Provision of insurance policies & segregated funds

About

In analyzing your wealth strategy and retirement options, we develop and work with you to execute individually customized financial plans that help you to achieve your financial goals and cater to both individual and corporate clients. Each plan follows rigorous planning guidelines and is carefully assessed to ensure alignment with everything that’s important to your success and well-being over time. We illustrate the impact of various optional pathways so that your best path forward and any associated risks can be clearly identified and addressed.

The wealth and retirement options selected by you will become part of your comprehensive financial strategy and may be introductory, intermediate, or advanced, depending on your goals and present situation. Some plans may utilize existing holdings or include optional recommendations for products from affiliated companies or external referrals to independent professionals.

Meet our Principal Financial Advisor
Robert Kerr, MSc. MBA, RRA®

Robert entered the financial services industry over ten years ago after completing an MBA degree at Ryerson University in Toronto in 2013. Previously, he had a lengthy career in public service, rising to the level of Regional Manager, North America, where he excelled in customer service particularly for business clients and also monitored approaches to improve procedures. He has worked with top financial planners and independent planning firms and is from a family of practitioners in medicine, healthcare, law and business. He is a lifelong learner and is actively pursuing professional designations. During Robert’s spare time, he enjoys racquet sports, lifting weights, hiking, walking, travelling, reading, and spending time with his wife and children.

Our Approach

Our approach is client-centric and collaborative in nature and is grounded in the professional code of conduct we follow which puts you first as our client.

Code of Conduct

Our code of conduct includes the key tenets of:

Integrity

We adhere to moral and ethical principles.

Objectivity

We will maintain our objectivity in recommending products and providing services to clients, to ensure the best-suited products and services are recommended based on the needs of the client.

Competence

We will maintain the skills and knowledge necessary to provide advisory services in keeping with our qualifications, licensing, and applicable designations. We will also seek the counsel of qualified individuals when appropriate. All services shall be provided in a timely manner.

Confidentiality

We will protect the private, personal, and financial information of our clients. We shall protect their privacy using adequate safeguards to keep their personal and financial information confidential and free from unauthorized disclosure, except as required by law.

Diligence and Duty of Care

As part of our due diligence, our recommendations will be based on empirical evidence to the greatest extent possible, based on the information you provide. We will exercise due diligence in the course of our work to ensure our client advice and recommendations to you are appropriately grounded.

Best Interests

We will proactively act in the best interest of the client by putting your best interests ahead of our own.

A Collaborative Approach

Our wealth and retirement planning team has the tools, experience, and commitment to address the unique and changing needs of our clients at every stage. Each client benefits from a collaborative approach from an integrated and multi-disciplinary team and network, including access to professionals such as real estate agents, banking and lending specialists, and estate lawyers. By using this collaborative approach, we can actively support the implementation of plans and recommendations developed to meet your financial goals through retirement and beyond.

Professional Corporations
Families
Businesses
Young professionals
Mid-career professionals
Professionals nearing retirement
Post-retiree support (including health and intergenerational wealth transfer plans)

Services

We offer the following services:

Detailed financial plans, including:

Tax Planning and Considerations
Retirement Planning
Investment Planning and Strategy
Risk Management and Insurance
Cash Flow Planning
Legacy and Estate Planning

Succession and business continuity planning

Business Valuation support
Business Merger, Sale and Acquisition support
Customized key person support for corporations
Corporate Buy-sell agreement support and review
Charitable donation support (individual and corporate)

Provision of insurance policies & segregated funds

What Makes Our Services Unique?

Affordable and practical options, Experience-driven insights, Careful attention to detail, Rigorous scenario planning, analysis and feedback using cutting-edge software tools, Meticulous follow-up and execution to meet agreed timelines.

WEALTH OPTIONS INC.

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