Mykhaylo (Michael) Arbetov is a financial professional. He spends a lot of energy and efforts to serve his clients. As part of his efforts he created websites to help his clients and other website readers avoid unreasonable financial losses in Canada.
Michael Arbetov’s office is 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 assuring them in their financial future. To help his clients (individuals and corporations) reach their financial goals, Michael provides them with services from majority of Canadian Financial Institutions. He helps buy individual insurance online.
He holds license and Professional Designations 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). He is also licensed in Life Insurance, Accidental and Sickness Insurance, and Mutual Fund.
Ontario Life Insurance License 01066664
Alberta Full Life License and Alberta Accident & Sickness – Level 1
British Columbia Life License
Mutual Fund License in BC
Mutual Fund License in Ontario (Please use search Arbetov)
CFP Professionals in Good Standing 16864
In order to help his clients avoid unreasonable financial losses in Canada, Michael established another website – ArbetovInsurance.com
He strongly believes that his highest priority is the best service for his clients.
As CFP ( Certified Financial Planner) designee, he puts a lot of attention into creating financial planning approach for each client and clients’ family .
If you are a business owner, you can choose any of the 200 combinations of Extended Health Care and Dental Insurance (you can buy it right now, if you find something suitable). You can also call Michael at (604) 875-8878 to buy a special package of benefits.
If you want to arrange an appointment with Michael, please have the following information about you and your family or company ready:
Your personal info (for all family members)
Full name, Date of birth, Social Insurance Number, Income, Child Tax Benefits, Smoking habits, Residential phone#, Business phone#, Cell phone#, Preferable time and phone# to call, Email, Occupation.
Estate
Real Estate properties:
– what kind and how much value is for each,
– if there is mortgage, please provide with the amount, what the rate of borrowing is, monthly or biweekly payments, how much, what is the term , what is the maturity day
– 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 what value, if there is a loan, condition – when and how much to upgrade, how much is to maintain, including property and liability insurance)
Liquid assets:
Cash – how much and what banks you are using
Saving accounts, names of the banks
Foreign currency accounts
Saving accounts, GIC,names of the banks
Mutual Funds – what kinds and who are the custodian
RRSPs with totals
RESPs with totals
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
Expenses:
Monthly payments
Rent
Mortgage
Maintenance fee
Condo fee
Property insurances
Car loan payments
Student loan repayments
Car insurance
Gasoline
Car repairs, 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
Employment Insurance
Taxes
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
- Insurance planning
- Inflation protection (investing)
- Estate planning
- Protection against non-controllable events (insurances)
- Mortgage planning
- Permanent advising service
Мichael Arbetov Location:
#203-640 West Broadway
Vancouver, BC V5Z 1G4
Phone: (604)875-8878
Toll Free Fax:(866) 249-5260