In this episode
- Why it is important to make a plan for your real estate assets and net worth
- How to plan for capital gains liquidity needs
- How the general masses vs. the high net worth leverage credit
- Tips using your HELOC
- Where else to invest besides real estate
Guest
Ara Movsessian is a High Net Worth Advisor, specializing in advice pertaining to insurance, estate planning, and financial structuring to real estate investors/developers, business owners, and high-income professionals. He draws on deep experience in private & commercial banking, and a particular strength in dealing with complex scenarios and HNW Insurance cases, reaching top status nation-wide in the industry and becoming a strategic partner for some of Canada’s wealthiest families and most prominent advisors.
Able to build trust and credibility quickly with wealthy clients and professional partners serving them Ara is able to understand a client’s goals, aspirations, and needs and help them along this path. He does this with a consultative and solutions-based approach that is well thought out, shows due care for their unique circumstances and needs, and is explained in a way that makes sense.
Ara holds an MBA from the Richard Ivey School of Business at Western University, B.A., Economics from Simon Fraser University, and a Certificate in Adult Training & Development from the University of Toronto. He maintains an active lifestyle including enjoying competitive volleyball and soccer, martial arts, and general fitness. He is a proponent of financial literacy amongst the youth and has been a teacher with Junior Achievement Canada for several years. He lives in Thornhill with his wife and two children.
Get in touch with Ara:
Website: https://www.safebridgefinancial.com/brokers/ara-movsessian-senior-advisor-wealth-solutions/
Email: ara@safebridgefinancial.com