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Guest: Ara Movsessian, Wealth Solution Advisor, MBA
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.
In this episode learn about:
– 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
To get in touch with Ara:
Website: https://www.safebridgefinancial.com/brokers/ara-movsessian-senior-advisor-wealth-solutions/
Email: ara@safebridgefinancial.com
LinkedIn: https://www.linkedin.com/in/aramovsessian/