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Why bother?

At ArcherMD, we've developed a clear, straightforward support service that seamlessly integrates four areas of expertise that are usually worked on independently*:

Financial planning

Nothing is left to chance.

Finance is not an exact science, and you must make the right decisions.

It all starts with rigorous financial planning, based on our ability to use the various financial instruments to optimize your current and future finances.

01
Our certified financial planners will take the pulse of your financial health by detailing your income, expenses, assets and liabilities.
02
Next, your needs and life projects will be listed, prioritized and quantified.
03
A concrete action plan will be put in place to achieve your future goals, while paying less tax and maximizing your current lifestyle.

Our financial planning service includes:

Portfolio management

Insurance and risk management

Tax optimization

Planning structuring projects

Savings program

Retirement planning

Withdrawal plan

Estate planning

Estate balance sheet

Portfolio management

Your money should work as hard as you do.

Investing is the key to achieving your financial goals faster.

Our pragmatic approach to investment management delivers industry-leading results, year after year.

Your money should work as hard as you do*.

Beyond the returns on your investments, it's possible to make your money work not only harder, but smarter too.

With a team of seasoned portfolio managers, ArcherMD relies on an index-based approach to structure perfectly diversified portfolios, tailored to each client.

They also make sure to assess and seize every opportunity for growth in your portfolio.

Insurance

Prevention is better than cure.

Protection for your financial assets from every angle.

We protect your financial assets on two fronts: investments that minimize your risk from the outset, and an insurance philosophy that aims for coverage without excess.

As a physician, your own health and your future working years are your greatest source of wealth. That's why it's essential to insure them properly.

Protect your financial assets
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