Insurance and Investment Advisor Michael Arbetov, CFP

Investment and Insurance Advisor Michael Arbetov lives in Vancouver, BC. He spends a lot of energy and efforts to serve his clients. As part of his efforts he created these websites to help his clients avoid unreasonable financial losses in Canada. This web portal helps make life easier for newcomers to Canada. We cover a broad range of financial and related subjects. After each article readers can ask questions, insert commentary, or add something important regarding the article.

Michael Arbetov’s office located at:

203-640 West Broadway
Vancouver, BC
V5Z 1G4

Phone: (604) 875-8878
Fax: (866) 249-5260
Email: [email protected]

Michael Arbetov represents his clients by creating financial stability for them and assure them in their financial future. To help his clients (individuals and corporations) to reach their financial goals, Michael provides them with services from majority of Canadian Financial Institutions.

He holds license and Professional Designation Certified Financial Planner (CFP) and Designation Financial Management Advisor (FMA) (the Professional who gained the knowledge and skills required to counsel high net-worth and sophisticated clients on complex wealth management issues beyond the scope of basic financial planning) and also the following licenses:

Level 2 Life Insurance, Accidental and Sickness Insurance (British Columbia) (Highest level in BC)

Level 2 Life Insurance (Alberta) (Highest level in Alberta)

Level 1 Accidental and Sickness Insurance (Alberta) (Highest level in Alberta)

Mutual Fund

He strongly believes that his highest priority is providing the best service for his clients. He is a founder of websites www.arbetov.ca and www.arbetov.com which help immigrants and Canadians avoid unreasonable financial losses in Canada. He also has web-project in insurance area www.arbetovinsurance.com

Some of his clients decided to join him in order to provide high quality comprehensive financial service to Canadians.

As CFP ( Certified Financial Planner ) designee, he pays  main attention to create for each client and clients’ family financial planning approach.

Please visit his website-magazine in Russian How to avoid unreasonable financial losses in Canada

If you want to arrange an appointment with Michael, please keep information about you and your family or company described below are ready:

Estate

Real Estate, (what kind and how much value, if there is mortgage, property taxes , condition – when and how much to upgrade, how much is to maintain including property and liability insurance)
Business Property, (the same as for Real Estate)
Car (what kind and how much value, if there is mortgage, property taxes , condition – when and how much to upgrade, how much is to maintain including property and liability insurance)

Liquid assets:
Cash
Checking accounts, bank’s names
Foreign currency
Saving accounts, GIC
Mutual Funds
RRSPs with what inside is
RESPs with what inside is
Pension plans
Cash value of UL (Universal Life insurance policies)
Critical illness insurances with cash back options
Disability Income insurance with cash back options
Stocks
Bonds
Futures
Other investments

Expances:

Monthly paiments
Rent
Mortgage
Maintenance fee
Condo fee
Property insurances
Car loan payments
Student loan repayments
Car insurance
Gasoline
Car fixing, parking
Food
Clothing
Furniture
Long distance
phone lines
BC hydro
BC gas
TV
internet
Medical Service Plan
Property insurance
Life, disability, critical illness insurances
Regular Investment deposits
RRSP payments
RESP payments
Transportation
Entertainment, restaurants
Sport courses, classes
cash in pocket for kids
Cigarettes, other smocking things
Banking
Vacations
Transfer to parents or other relatives
Pension Plans
EI
Other expenses

Please show where it is applicable which expenses reduce your taxes

List all your credit cards names, balances and rates

Long-term debts

Mortgage balances, rates, coming dates, and assets value

Student loan balances
Car loan balances
Other debts

Please highlight the services you are interested

  • Comprehensive financial planning
  • Reducing taxes
  • Retirement planning
  • Educational planning
  • Home buying planning
  • Inflation protection (investing)
  • Estate planning
  • Protection against non-controllable events (insurances)
  • Mortgage planning
  • Permanent advising service

Financial Planner Michael Arbetov

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