Helping you maximize your return on life

Pursue your dream retirement, a vacation home, or other aspirations by effectively managing your wealth and protecting yourself against everyday risks. We’ll help you plan for your goals through effective wealth and risk management strategies tailored to your needs and lifestyle.

Our Mission

What does retirement mean to you?

Whether you’re looking to travel, settle down somewhere new, or finally start the business you’ve been dreaming of, we’ll help you define your retirement and create a plan tailored to your needs and timeline.

The Six Pillars of Financial Planning

By understanding your full financial picture, we’ll identify gaps in your plan that may affect your ability to reach your goals. As we discuss the “why” and “how” of our strategy, you’ll better understand how to work towards your dream life.

Our Six Pillars

Services

Financial Planning

Our holistic approach to financial planning considers all aspects of your financial picture.

Investment Management

We’ll help you create a well-balanced, diversified portfolio that aims to give you income over time.

Insurance Planning

With the right coverage, you can help protect yourself and your loved ones from day-to-day risks.

Divorce and Separation Planning

We’re here to provide unbiased guidance and support so you can navigate the complexities of divorce.

Incorporated Professionals

Reduce your personal and your corporation’s tax liability while maximizing revenue.

Matthew Arthur | Certified Planner | Arthur Wealth Management

Matthew Arthur CFP, CIM, CFDS

Certified Financial Planner

Do you know if there are gaps in your current plan? Talk to us, and let’s see if there are opportunities for you to grow.

Recent Blogs

Nov 15, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments

Savings

What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?

Oct 24, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments

Retirement

Savings

Estate Planning

Risk Management

If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.

Oct 11, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments

Property

Real Estate

Finance

Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra-low rates of the past decade, they aren't outrageous from a historical perspective.

Create and protect your ideal retirement through personalized wealth management solutions

Create and protect your ideal retirement through personalized wealth management solutions

Create and protect your ideal retirement through personalized wealth management solutions

Helping you maximize your return on life

What does retirement mean to you?

The Six Pillars of Financial Planning

Services

Financial Planning

Investment Management

Insurance Planning

Divorce and Separation Planning

Incorporated Professionals

Our Team

Matthew Arthur CFP, CIM, CFDS

Do you know if there are gaps in your current plan? Talk to us, and let’s see if there are opportunities for you to grow.

Recent Blogs

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Negotiating a Great Mortgage in a High Rate Environment

Book a meeting to start creating your personalized wealth management plan.

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