Financial Planning

FINANCIAL PLANNING


Achieving your financial goals starts with a good plan! We develop that financial plan with you, covering all your needs.


 

We work with you to develop a retirement plan that reflects your aspirations, taking into account your accumulated retirement capital, your expected savings and returns and your other sources of retirement income. We regularly monitor your plan and make adjustments as your personal situation evolves.

 

 

 

Managing your investments is at the heart of Archer’s services. We develop a personalized investment policy that takes into account all your assets: real estate, private equity, pension fund, if applicable, and also your tax situation, your investment horizon, your risk tolerance and your income needs. Your investment policy is reviewed on a regular basis as your personal situation evolves. It is the basis of our management of your portfolio.

 

 

We identify the risks to which you personally – and perhaps your professional practice or your business – are exposed and advise on how to mitigate those risks. We assess your insurance needs and coverage, such as for life insurance, illness, damages and liability.

 

 

We prepare with you an assessment of your current financial situation. We then prepare projections of your worth based on your income and expenses, expected returns, and taxation impact.

 

 

 

We analyze your tax situation and explore with you possible ways of reducing or deferring taxation of your personal or business income. As necessary and according to your instructions, we can collaborate with your accountant or tax specialist.

 

 

Regardless of the value of your assets, estate planning is essential, including allowing for taxes, expenses and other financial obligations that arise at the end of life. We provide advice on strategies to ensure your estate is settled as you want it to be. We can also collaborate with your legal advisor.

 

 

 

We take into account your legal situation, including your rights and obligations under a shareholder agreement, a company or trust agreement, or a power of attorney, as well as your obligations to financially support a spouse or children, or your entitlement to receive support. As required and according to your instructions, we can collaborate with your legal adviser or notary.

 



OUR SERVICES

Portfolio Management

Archer’s approach uses index investing to structure a diversified and personalized portfolio that minimizes risk, costs and your tax bill.

Financial Planning

Achieving your financial goals starts with a good plan! We develop that financial plan with you, covering all your needs.

Private Wealth Management

You have accumulated $1M in assets. We provide our private clients with an enhanced level of service to meet their more complex financial needs.

Cost

We charge a fee for our financial advice and portfolio management but you do not pay transaction fees.



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