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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.
Discretionary investment management 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.
Integrated wealth management extends beyond investment advice and money management. It is an ongoing process to help guide you and your family through each important life stage:
Insurance planning, one of the most important ways to help protect your family
- Life insurance
- Segregated funds and guaranteed withdrawal benefit programs (GWB)
Retirement planning 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 projections
- Other registered retirement plans
Estate planning 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
Our team's experience, credentials and expertise ensure that clients with complex wealth management needs receive sound advice and peace of mind to meet your needs and exceed your expectations