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Welcome to Archer Wealth Management

« 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.

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 managementextends 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
  • Long-term care insurance
  • Segregated funds and guaranteed withdrawal benefit programs (GWB)
  • Income disability insurance
  • Free insurance quotations

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

Business succession planning to put you in control of your future and the future of your business
  • Maximizing the Business Value
  • Financing the Business Transition
  • Funding buy/sell agreements and succession through life insurance
  • Handling Tax and Legal Issues
  • Preparing For Your Retirement

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
  • Charitable giving and planned giving
  • Estate planning
  • U.S. Estate planning issues
  • Legacy creation
  • Trust consulting
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
Family Wealth Management:
Ten strategies to build and protect your family's wealth

For questions, I invite you to contact me directly at:

514 878-5040