Ryan Archambault

CFA, CIM

Conseiller en placement et gestionnaire de portefeuille

Ryan Archambault joined the Gold Seal Financial Group in 2022. He brings a wealth of experience and a client-first approach tailored over years of working for some of the largest wealth managers in Canada. Ryan’s approach is to gain a clear understanding of his client’s circumstances and values to continuously support personalized recommendations. He is thrilled to be able to offer industry-leading financial services with Wellington-Altus and enhance the wealth management experience by leveraging his network of tax, legal, insurance, and philanthropic professionals.

With a strong background and belief in the importance of financial planning, Ryan works to build 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 licensed 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.