You are a financial advisor

Products, regulations, technology: the investment industry is going through profound changes. They present challenges for investment advisors. They also are superb opportunities for those who embrace change.

To satisfy your clients’ ever-increasing expectations and develop your business, you must move away from a “transactional” model and focus on your true value-added: the quality advice your clients need.

You need an organisation and a platform that will free you from your administrative burden and allow you to focus on client relationship and business development. An organisation that provides access to:

  • Mutual Funds
  • Exchange Traded Funds
  • Private Wealth Management
  • Insurance
  • Business development support

If you wish to join a fast-growing firm that is at the forefront of developments in products, technology and business models, we’d like to hear from you!

Archer seeks partnerships with advisors/firms that fit the following profile:

  • A spotless reputation
  • Above average proficiency
  • Well-organised and good support staff
  • A good client base and a well-structured approach to advice
  • Strategic vision and a desire to grow
  • Ideally, experience with model portfolios and a fee-based approach


Contact Richard Morin, President and CEO…