We know that you deal with a lot of stress and worries every day. We believe that managing your money shouldn't be one of them. That's why we've developed a tailored approach to financial advice that's exclusive to our medical clientele.
The result: rigorous financial planning that's always one step ahead, so you can focus your time and energy on what really motivates you.
To propose different strategies, we need to approach the financial question from a different angle. Here's what sets our approach apart.
We put teams of advisors with complementary expertise and experience at your disposal. At ArcherMD, there's no tunnel vision: our specialists work together to offer you a service that covers every angle of your financial situation.
Our advisors undergo the most stringent examinations in the industry and follow a continuous training program. Their practice is also governed by strict regulations, which make them subject to fiduciary duty.
We adapt our schedule to suit yours, so we can always accommodate you. Our priority is to provide you with fast, flexible support, whatever the need. Use our interactive calendar to book an appointment with your advisor, in person or online, at your convenience.
The only interest that counts is yours. Because we're not tied to any financial entity, we have the freedom to offer you only the best solutions on the market, without bias or preconception.
We don't believe in blind trust. We are completely transparent about our strategies, results and costs, so you can judge for yourself.
We open our network of professional contacts to support you in all areas of your practice. We'll guide you with rigor and discernment, even if your needs go beyond our core areas of expertise.
Student
Take out disability insurance to protect your future earning potential.
Get the right line of credit to meet your financial needs and build your credit rating.
Maximize your loans and grants.
Draw up an investment plan during your studies.
Optimize your TFSA for first-time homebuyers.
Draw up a personal budget.
Resident
Protect your insurability for life and critical illness insurance.
Draw up a debt repayment plan.
Introduction to investment.
Draw up a personal budget.
Plan to buy your first home.
Choose the most appropriate group insurance.
Optimize your CELIAPP.
Plan specifically for the Fellowship program.
First years
of practice
Design a personalized investment portfolio.
Review disability, life and critical illness insurance coverage.
Assess the possibility of incorporation.
Draw up a debt repayment plan.
Draw up a personal and professional budget.
Take out office expense insurance.
Plan the birth of a child.
Plan to buy your first home.
Select remuneration mode.
Manage instalments.
Active practice
Update personalized investment portfolio.
Review disability, life and critical illness insurance coverage.
Plan your retirement.
Manage office expense insurance.
Plan the purchase or set-up of a clinic.
Plan the purchase of a house or second home.
Produce legal documents: will, mandate in case of incapacity.
Manage instalments.
Early retirement
Update personalized investment portfolio.
Plan your retirement in detail.
Review disability, life and critical illness insurance coverage.
Adjust risk profile.
Adopt a donation strategy.
Implement a philanthropic strategy.
Review legal documents: will, mandate in case of incapacity.
Establish an income-splitting strategy with your spouse.
Be financially involved in your grandchildren's lives (RESPs, insurance, gifts).
Retirement
Plan disbursement.
Adjust risk profile.
Adjust investment portfolios.
Plan your succession.
Adopt a donation strategy.
Implement a philanthropic strategy.
Review legal documents: will, mandate in case of incapacity.
Establish an income-splitting strategy with your spouse.
Be financially involved in your grandchildren's lives (RESPs, insurance, gifts).
National Bank Independent Network is Canada's leading provider of custody, trade execution and brokerage solutions for independent investment firms. NBIN is a member of the Canadian Investor Protection Fund and is also a member of and subject to the Investment Industry Regulatory Organization of Canada.
Here's what some of our customers have to say about our services.
.svg){kind=icon}
