Wealth management for your sophisticated needs
ARCHER WEALTH MANAGEMENT offers a premier level of discretionary investment management and integrated wealth management solutions. We provide valuable guidance to help clients achieve financial success and fulfill life goals
Private Investment Management:
our premium level of discretionary wealth management.
Busy professionals and executives, entrepreneurs, travelers, retirees and snowbirds often find that the greater their wealth, the more time they require every day to manage it. If you are responsible for investing for a not-for-profit organization, foundation or endowment, you may also find that the expertise required to make investment decisions according to specific guidelines can be time-consuming and complex.
Whether you need your time to focus on your career, manage the needs of an organization or travel outside of the country for long periods, you may need a dedicated portfolio manager to look after your wealth.
John Archer is part of a selected group of Portfolio Managers at RBC Dominion Securities who are licensed to provide this level of discretionary investment management after meeting rigorous industry-wide qualifications for education, reaching a substantial level of assets under management and extensive investment experience. This ensures that your portfolio is managed according to the highest standards and robust investment management guidelines, giving you the freedom to live the life you want.
With Private Investment Management, you can be confident that your portfolio will be managed according to the highest standards. In consultation with you, your portfolio will be constructed with such factors as your growth requirements, income needs and risk tolerance in mind. For more information, visit our exclusive section or contact us for a free portfolio review consultation.
integrated solutions to support you in every life stage
Integrated wealth management extends beyond investment advice and money management. You and your family will have access to a team of over 100 top professionals of financial planning, trust, legal, and taxation advisors from RBC, who will work passionately to provide you with a roadmap to achieving important financial goals and confidence in your future.
Insurance planning, one of the most important ways to help protect your family and get the most out of life
- Life insurance to protect your wealth
- Corporate owned life insurance
- Annuities to maximize your after-tax retirement income
- Segregated funds
- Guaranteed Withdrawal Benefit programs (GWB)
- Estate tax preservation
Retirement solutions to ensure your future is secure and comfortable
- Registered Retirement Savings Plan (RRSP)
- Registered Retirement Income Funds (RRIF)
- Life income fund (LIF)
- Locked-in retirement accounts (LIRA)
- Retirement income and net worth projections
- Other registered retirement plans
Will and Estate consulting allows you to be remembered the way you want. To leave a legacy to the ones, or causes, you love that reflects your wishes and gives purpose
- Estate planning
- U.S. Estate planning issues
- Legacy creation
- Trust consulting
Tax Solutions to help you create a personalized tax strategy to minimize the impact in your net worth
- Charitable giving and planned giving
- Formal Trusts
- Family income splitting strategies
- Income splitting through Private Corporations
- Investment holding companies
- Consolidated reporting services
- Non-resident taxation