Investment/Wealth Advisor/Insurance

Arun Sen , HonBSc, MBA, CLU

Advisor Barill & Company
Cell Phone: 519.963.1000 Work Phone: 1.877.873.3525 Website: www.barillandcompany.com
Photo of Arun Sen , HonBSc, MBA, CLU

Biographical Info

“turning business success into personal wealth”

We are committed to assisting you in achieving your financial goals in all aspects of your business and personal life.

What you can expect from us:

~   Wealth Optimization System – Together, we will develop a comprehensive wealth optimization plan that will allow you to live for today and plan for tomorrow. We will agree on a strategy that addresses investment, risk management, estate and financial independence planning.

~   Personal Investment Profile – We will help you determine your risk profile and will take this into consideration when we structure your investment portfolio. Growth will be achieved commensurate with your risk tolerance and return assumptions will be detailed in your plan.

~   Tax-saving opportunities – All of the planning we assist you with will be designed to take advantage of tax planning and minimization strategies.

~   Risk management strategies – Your plan will ensure your risk management objectives are adequately protected.

~   Access to qualified specialists – We have developed an extensive network of highly qualified tax accountants, lawyers, insurance, employee benefits specialists and actuaries who will assist us as your situation dictates.

~   Personal Contact – We make ourselves as accessible to you as possible.  All information will be held in the strictest of confidence.

Categories: Investment/Wealth Advisor/Insurance
Updated 6 months ago.