FINANCIAL ADVICE FOR HENRYS
[High Earners, Not Rich Yet]
If you live in a major city and earn over $100k, you’re probably a HENRY.
Rated a top advisor in Vancouver by Waterview Vancouver
Work with an advisor to create an automated game plan that allows you to keep (or upgrade) your lifestyle today, and ensure you are on track for the future.
The ARC Plan includes:
saving successfully, goals-based investing, strategizing debt paydown and optimizing your income.
ARC Wealth Review
“ARC Wealth’s planning services have been a cornerstone of my family’s financial security for the past 4 years. Their proactive approach to financial planning and risk management has been instrumental in safeguarding our future while allowing us to flourish today. I cannot recommend their services highly enough.”
-Civil Engineer, Vancouver BC
A PERSONALIZED EXPERIENCE FOR THE MODERN YOUNG PROFESSIONAL
No Initial Fee planning: Unlike most firms, we don’t charge an upfront fee.
Goals-based investing: Your goals dictate your saving and investing strategy. ARC Wealth believes investing for the sake of investing is nothing more than gambling.
Collaborative experience: Work with a dedicated financial advisor so we can learn what matters most to you. From there, we lay out a game plan with specifics on living your life to the fullest.
You have questions, we have answers.
Yes. We are registered with the MFDA (Mutual Fund Dealers Association), as well as regulatory bodies in other provinces. As a result, the firm is subject to provincial regulations and abides by the Fiduciary Standard.
Full transparency, no conflicts.
Asking if our planners are required to be CFPs® is like asking a 16-year-old if they know how to drive a stick shift – while it may have been necessary in the past, it’s no longer the case. The CFP curriculum was developed with retirees and pre-retirees in mind back in the 80s, and doesn’t cater specifically to young professionals. Our own financial planning philosophy and training program that builds upon the CFP curriculum, and designed for lifestyle-focused millennial clientele.
Most financial advisors require you to hand over your money so they can invest it as the first step in the relationship without educating you along the way. Instead, we’ll give you all of the benefits of a financial plan for free.
That’s right, for free. After you complete the ARC Plan, you’re free to manage everything yourself moving forward. We believe in our products and service, so you will want us to support and manage your financial plan. The total fee to manage your accounts ranges from .85 % to 1.64% on AUM (the investable assets you bring to ARC Wealth), calculated annually. There are no minimums, no transaction fees, and no startup fees.
There’s no hourly fee.
The first step clients take is an initial consult. The first meeting runs about half an hour and the second and third meetings around 40 minutes. After that, you are empowered to take what you’ve learned and manage your plan on your own.
We make ourselves available to clients with annual reviews, and one-off questions.
We also collaborate with a diverse range of experts, including estate lawyers, accountants, CFAs, and mortgage specialists, all readily available when their expertise is required.
