Welcome
Archie Pedden
Investment Advisor
archie.pedden@rbc.com
Prior to joining RBC Dominion Securities in 2009, Archie enjoyed six years as a financial consultant with two reputable financial service companies, serving clients in all parts of Southwestern Ontario. He holds a Bachelor of Science degree from the University of Guelph (1995). To provide his clients with the best financial planning advice, he completed the Professional Financial Planning Course in 2006, and in 2008 Certified Senior Advisor (CSA), giving him unique perspective on the needs of an aging clientele.
As an Investment Advisor, Archie takes a needs-based approach to discover a clients’ goals and objectives, then matching them with appropriate RBC products and services to meet those needs. Among high-net-worth individuals and families, he has found that many have outgrown the need for someone who only looks at the investment portion of their wealth, and need other areas of wealth management to be addressed, such as tax-minimization strategies, risk management, estate planning, business succession planning and charitable giving. His goal is to take a holistic view to complex wealth management needs and then design a plan or solution that is unique to each individual, family or business situation.
Archie takes a personal approach based on trust
Archie is building his business through referrals from other professionals and satisfied clients. Trust, confidentiality and integrity are the cornerstones of his practice and commitment to every client. Archie’s clients value his caring and personal approach, and know that they can rely on his expertise and professionalism no matter what their financial needs.
He is focused on:
v Earning your trust by acting with honesty, integrity and in your best interests at all times.
v Providing peace of mind by offering a consistently high level of advice and guidance.
v Balancing higher real rates of return with an acceptable risk/reward ratio using a wide range of investment choices.
Archie’s commitment to you starts with your first meeting. Through an in-depth discussion, he will determine your personal financial goals and needs. After this initial consultation, he will create an investment plan designed to meet your specific objectives. Of course, your personal situation will change over time. As a result, your investment plan will be continuously monitored and regularly reviewed to ensure it is always up to date.
Archie follows a total wealth management approach
Getting the right investment advice is a key part of managing your wealth. But it’s just one part of a bigger picture. You may also require assistance with your finances or taxes, help planning your retirement, or guidance on how to structure your estate in a tax-efficient manner.
Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach. Archie will create a total wealth management strategy in partnership with your tax and legal advisors to address your various financial concerns at each stage of your life:
v Accumulating wealth – growing your assets for future goals like retirement.
v Protecting wealth – maintaining your assets to protect your financial well-being.
v Converting wealth – creating an income stream to live the retirement lifestyle you want.
v Transferring wealth – creating a lasting legacy for your family or other beneficiaries.
Archie offers access to several wealth management services, including financial planning, Will and estate consultations and insurance strategies.
Providing the full range of wealth management services
Comprehensive services
v Personal investment advice
v Portfolio management
v Discretionary money management
v Insurance planning
v Financial planning
v Saving for education
v Retirement planning
v Maximizing your retirement income
v Will and estate planning
v Protecting your wealth
v Charitable giving
v Creating a legacy
Financial services
v Full range of banking solutions available through RBC, Canada’s most trusted financial institution.
Investment solutions
v Treasury Bills and commercial paper
v Guaranteed Investment Certificates (GICs)
v Government and corporate bonds
v Annuities
v Income and royalty trusts
v Preferred shares and common stocks
v Mutual funds
v Segregated funds
v Investment pools
v Equity-linked notes
v Hedge funds
We’re RBC Dominion Securities, Canada’s leading provider of wealth management
Archie is backed by the resources of RBC Dominion Securities, Canada’s leading full-service wealth management firm. When you choose to work with Archie, you are selecting an Investment Advisor who is supported by a vast network of traders, economists, research analysts and investment strategists.
We have been providing professional advice to investors since 1901. Today, over 400,000 clients worldwide trust us to help them achieve their financial goals.
For more information, please contact
Archie Pedden, Investment Advisor
Phone: (519) 238-1100
Mobile: (226) 932-0037
Fax: (519) 238-1369
E-mail: archie.pedden@rbc.com
RBC Dominion Securities Inc.
2B-81st Crescent St, PO Box 1177
Grand Bend, ON N0M 1T0
