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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

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.

 

Who Can the Archer Team Help?

Our services are suited for individuals, families, businesses and organizations seeking a higher level of personal service and assistance managing significant investment assets.

  • Executives looking to grow their wealth
  • Professionals requiring assistance with their personal assets and partnership concerns
  • Business owners needing help managing their personal and business assets
  • Pre-retirees wanting to maximize savings as they approach retirement
  • Retirees requiring innovative strategies to make the most of their after-tax retirement income, while protecting their financial security
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
  • Individuals and families wishing to support charitable causes through planned giving and legacy planning strategies

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25 years helping clients to reach their financial goals with a holistic approach to wealth management.

Recent Blog Posts

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The certainty of policy uncertainty

Jun 01, 2023 | Atul Bhatia, CFA

Recent events have put U.S. policymakers from the administration to Congress and the Fed in a bad light. What went wrong and what fixes can be made?

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Debt ceiling update

May 26, 2023 | Atul Bhatia, CFA

Recent headlines on debt ceiling negotiations indicate significant progress towards a deal, but with major unresolved issues.

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Mixed message

May 25, 2023 | Joseph Wu, CFA

Some recent data suggest the global economic expansion is intact, while other clues indicate caution is warranted. What does that mean for investors?

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