Conseiller en placement et gestionnaire de portefeuille
Ryan Archambault partnered with the Gold Seal Financial Group at Wellington-Altus Private Wealth, to bring his industry-leading practice managing wealth for professionals to a cutting-edge platform. He brings over a decade of industry experience and a client-first approach, while working for the largest wealth managers in Canada. Ryan works with his clients to gain a clear understanding of their unique circumstances and values to continuously support personalized recommendations. Beyond the portfolio, Ryan leverages his network of tax, legal, insurance, and philanthropic professionals to help achieve your goals.
With a strong background and belief in the importance of financial planning, Ryan builds a detailed roadmap before constructing a personalized investment portfolio supporting his client’s objectives. His strategies span the entirety of the family enterprise, providing a comprehensive approach to personal and corporate investment planning, cash flow and retirement planning, multi-generational succession, and prudent and thoughtful estate planning.
Ryan is strongly committed to continuously improving his knowledge and expertise and maintains both the industry-leading Chartered Financial Analyst (CFA) Charter, as well as the Chartered Investment Manager (CIM) designation. Having met stringent accreditation requirements, Ryan is a registered Portfolio Manager and is able to offer fully discretionary portfolio management services for his private client families, institutions, trusts, and charitable organizations. He is a member of the CFA Institute, the Vancouver and Okanagan CFA Societies, as well as the Kelowna Estate Planning Society.
Having relocated from Vancouver to Kelowna in 2020, Ryan has always embraced the outdoors and now enjoys all the Okanagan has to offer. He can regularly be found running and cycling local routes or trails and has put that hobby to good use by spearheading his previous firm’s charitable efforts with the Ride to Conquer Cancer for multiple years. He also enjoys travel, hiking, and being out on the lake with his wife and their two dogs.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.