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

Client Stories

Cynthia & Scott – Empty-nesters and retirees

“The investment world is so in-depth. Unless you’re on top of it, you’d better let the professionals manage it. And it gives us comfort that they take care of it.”
See how the Walkers are redefining retirement on their own terms.

Consolidating assets for a secure, successful retirement

Jean-Pierre and Sharon are ready for the next step of their wealth journey – retirement. Find out how consolidating their assets and a custom financial plan helped this family feel secure and excited about their new life.

Securing your children's future with an estate plan

A recent diagnosis jolted Denise and Kevin into thinking about the support their daughter, with disabilities, would need once they're gone. Find out how this family got their "house in order," giving them relief and confidence that their daughter will be supported.

Our commitment is to be your partner in reaching your financial goals with a holistic approach to wealth management.

Recent Blog Posts

8 Ways COVID Will Transform the Economy and Disrupt Every Business

Sep 24, 2020 | John Stackhouse

If there is one lesson from the pandemic of 2020, it may be this: We are biological beings in a digital age.

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How could the UK’s Brexit strategy affect investments?

Sep 24, 2020 | Frédérique Carrier

The UK risks a no-deal exit from the EU, and the path to a trade agreement with the U.S. is unclear. How should investors position for the future?

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How will COVID-19 impact globalization and international trade?

Sep 24, 2020 | Alan Robinson

The pandemic has dealt a blow to globalization from which it may not fully recover. We examine possible beneficiaries of this new normal.

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