John Lunz, CFP, FEA
Senior Financial Advisor, Manulife Securities Incorporated
Life Insurance Advisor, Arca Financial Group Inc.
T: (519) 745-8500 ext. 252
F: (519) 745-8283
John is a FAMILY ENTERPRISE ADVISORTM certificant. His technical 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' other tax and legal advisors to develop a cohesive plan using creative products and planning concepts at the leading edge of the financial planning industry.
Kelly Smith, Investment Associate - ext. 229
Beth Lockhart, Associate - ext. 245
Sandy Falkenberg, Insurance Associate - ext. 249
Barb Poniatowski, Executive Assistant - ext. 241
"John continues to provide insight and detailed advice on financial and business planning modules. His foresight and recommendations have helped our companies grow and expand in a planned direction. It has allowed our family and business associates the security to open doors for company growth. John has included our entire family in discussions involving succession and estate planning and made everyone comfortable to ask and then respond to questions for all to understand. John and the Arca team have always extended beyond the role of other investment advisors.
I am pleased with what they have done and what we are doing together. I highly recommend their services to my friends and anyone needing financial planning assistance especially small businesses."