About Us

We are a boutique wealth advisory firm trusted by established families and business leaders to multiply wealth, expand net worth and maximize estate value. By leveraging innovative and sophisticated financial strategies typically under-optimized in the industry, we are able to create meaningful financial impact.

We bring together expertise in specialized life insurance planning, tax efficient strategies, and the strategic use of financing to disrupt the insurance landscape for established families.

We increase net worth, protect wealth and provide peace of mind.

our mission

Our mission is to strategically maximize family net worth and liquidity planning through innovative financing, insurance and tax strategies.

Our integrated approach to legacy planning makes us a market leader trusted by successful business owners, developers, and investors in Canada and their advisors.

our people

Ara Movsessian

principal
ara@ariawealthsolutions.com

Ara has over 25 years of experience in insurance, private banking and commercial lending. As an independent life licensed advisor and leveraged insurance specialist, he is a strategic partner to successful entrepreneurs, real estate developers and investors as well as established advisors.

He has been at the forefront of leveraged insurance strategies since 2013 and has completed close to 100 such structures including some of the largest cases in Canada. Ara is a thought leader in this market and effectively utilizes his specialized knowledge in private banking and commercial lending to cultivate an innovative perspective on life insurance optimization. As a specialist in this field, he has been a panelist at elite conferences and a guest speaker at various industry events.

Ara holds an MBA from the Ivey School of Business at Western University and an Economics degree from Simon Fraser University.

our philanthropy

To date, we have helped raise tens of millions for both public and private foundations. We believe the private sector plays an important role in driving social change and are committed to doing our part.

legacy gifting

We help our clients give meaningfully during their lifetime to leave a well-planned legacy on their terms. We do so with bank balanced funds and will advise you on strategic legacy gifts that make a big impact with unique structures.

By working closely with donors, foundations and public charities, we structure legacy gifts to deliver impact.

about us