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Mykhaylo (Michael) Arbetov, CFP, FMA 
Thursday, June 30, 2005 

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 to avoid unreasonable financial losses in Canada.

Michael Arbetov's office located at:

203-640 West Broadway
Vancouver, BC
V5Z 1G4

Phone: (604) 875-8878
Fax: (866) 249-5260
Email: michael.arbetov@gmail.com

Michael Arbetov represents his clients to create them financial stability and assure them in their financial future. To help his clients (individuals and corporations) to reach their financial goals Michael provide them with services from majority Canadian Financial Institutions.

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 sofisticated 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
Alberta Full Life License and Alberta Accident & Sickness - Level 1 
British Columbia Life License
Mutual Fund License in BC
Mutual Fund Licensing History in BC
Mutual Fund License in Ontario (Please use search Arbetov)
Mutual Fund License in Alberta
BC Securities Commission Licensing History
CFP Professionals in Good Standing
The Financial Advisor Association of Canada Membership= (Please use BC province for the search)

To help his clients to avoid unreasonable financial losses in Canada Michael established another website - www.ArbetovInsurance.com  

He strongly believes that his highest priority is the best service for his clients.

As CFP ( Certified Financial Planner ) designee, he pays a main attention to create for each client and clients' family financial planning approach. 

If you are business owner, you can choose any of 200 combinations of Extanded Health Care and Dental Insurance   (you can buy it right now, if you find something suitable). You can also call Michael ph.: 604-875-8878 to buy a special package of benefits.

If you want to arrange an apointment with Michael, please keep information about you and your family or company descibed below are ready:

Your personal info (for all family members)

Full name, date of bith, social insurance number, income, child tax benefits, smoking habits, residential phone#, business phone#, cell phone#, preferrable time and phone# to call, email, occupation.

Estate

Real Estate properties: - what kind of and how much value is for each, 
                                   - if there is mortgage, please provide with amount, what rate of borrowing is, monthly or biweekly payments are, how much, what term is, what maturity day is
                                   - 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 how much value, if there is a loan, condition – when and how much to upgrade, how much is to maintainance including property and liability insurance)

Liquid assets:
Cash - how much and what banks you are using
Saving accounts, bank’s names 
Foreign currency accounts
Saving accounts, GIC, bank’s names 
Mutual Funds - what kinds and who are 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

 

Ìichael Arbetov Location:
#203-640 West Broadway, Vancouver, BC V5Z 1G4 Map
Phone: (604)875-8878 Toll Free Fax:(866) 249-5260 Toll Free: 1-888-858-5568

 
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