Archer is a Canadian Independent Financial Services Firm Specializing in Portfolio Management and Financial Planning
Québec, Quebec
At Archer, we are dedicated to helping Canadian families achieve their financial goals. Our team of portfolio managers, financial planners, financial security advisors, and accountants combines expertise to ensure your success. We believe in transparency—there are no hidden fees, and our advice is always objective and independent. We take the time to understand your unique situation, providing personalized support tailored to your needs.
On-site · Québec
Process and verify insurance and investment service transactions, update internal systems, prepare and file forms, and coordinate electronic signatures. Handle communications and case follow-up while supporting customers, collaborating with external partners, and contributing to process improvements.