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 Testimonials

"Dear John,

We have thoroughly enjoyed working with you for 25 years now. In that time we have been through many business cycles, during which you have provided solid research and thoughtful advice. While we did not follow the ‘traditional’ retirement planning and portfolio approach, we have been happy with the steady growth and income streams in our portfolios.

Sincerely,"

C. H., retired. Montreal.

 

"Dear John,

Many thanks for your assistance in guiding me through my difficult retirement income options and your stewardship of my portfolios as I approach my retirement.

I have appreciated your “outside the box thinking“ and steady hand over these last twenty-three years of our relationship."

D. K., Managing Director, Montreal.

 

"Dear John and Mauricio,

I have just been looking at the portfolio. I have to congratulate you on recovering all the lost ground that we had during the initial phases of COVID. You really do a sterling job!

Best regards."

I. B., retired, New Zealand.

 

"Dear John,

Stellar performance lately...great work!!”

Matthew Mather, bestselling author (CyberStorm, DarkNet and Nomad), Montreal.

 

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

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