John Lunz

Company: Arca Financial Group Inc.

Industry Type: Financial Planning

Overview:

John’s expertise in the areas of tax and estate planning enable him to develop comprehensive financial plans with the use of tax-efficient investment and insurance portfolios specifically suited to his clients’ unique needs and goals. John works closely with his clients and other tax and legal advisors to develop a cohesive plan using creative products and planning concepts at the leading edge of the industry. Some of the strategies offered to benefit business owners include: 

  • Key Person Insurance, Buy/Sell Funding
  • RCAs, IPPs, DPSPs
  • Group Retirement Savings Plans
  • Group Life and Health Benefits
  • Estate Planning
  • Corporate Leveraging Alternatives

Contact Information:

237 Labrador Drive
Waterloo, ON N2K 4M8
Map

Phone: 519-745-8500 ext: 252
Email:
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