Bringing Clarity To Business Succession and Estate Planning 780 424 1414

About

img1 Trust is earned by solving the issues and delivering results

At CLARK & ARSENAULT ADVISORY, PEOPLE ARE THE PRIORITY.
We have over sixty years of industry related experience working with business owners and professionals on insurance based business succession and estate planning solutions.
THERE IS SELDOM A SITUATION WE CANNOT IMPROVE, WHETHER INSURANCE IS PURCHASED OR NOT.
After years of hard work, you have “finally arrived”, or maybe you’re still trying to reach your dream. You might be asking yourself… Can you do more to minimize taxation and guarantee your legacy?

CLARK & ARSENAULT champions a process that puts planning first – starting by stepping outside the box to evaluate the clearest course of action. Personal goals need to be brought into business planning. Your family is unique, your business is unique, therefore your estate planning and business succession strategy should be customized to your unique circumstance.

Bringing innovative possibilities to estate and business succession – our knowledge and expertise in the complex area of shareholder agreements, wills, corporate structure and insurance products, allow us to integrate new opportunities with the planning you may have already completed.

The path we take is consultative and collaborative – moving forward in an open spirit of partnership with your current legal and accounting advisory, we table new opportunities that are proven to assist you in achieving your goals more easily.

Executive Team

Gary H. Clark – Bio

President
"Understanding the problems and concerns of business owners before recommending product solutions is the key to planning success."

Brad Arsenault – Bio

Partner
"The mark of a solid succession plan is the proactive completion of a transition strategy that unfolds automatically when an untimely event occurs."