Ryan Archambault

CFA, CIM®

Investment Advisor, Portfolio Manager

Ryan Archambault is proud to have joined the Gold Seal Financial Group at Wellington-Altus Private Wealth, bringing his industry-leading wealth management practice for professionals to a state-of-the-art platform. With over a decade of experience working with Canada’s top wealth managers, Ryan’s client-first approach ensures a deep understanding of each client’s unique circumstances and values, leading to truly personalized recommendations.

Ryan’s “family-office” approach extends beyond traditional portfolio management. He creates a comprehensive financial roadmap tailored to each client’s goals, addressing every facet of the family enterprise. This includes personal and corporate investment planning, cash flow and retirement strategies, multi-generational succession, and thoughtful estate planning. By leveraging his extensive network of tax, legal, insurance, and philanthropic professionals, Ryan ensures that all aspects of your financial well-being are expertly managed.

Committed to continuous learning and professional excellence, Ryan holds both the Chartered Financial Analyst (CFA) Charter and the Chartered Investment Manager (CIM®) designation. As a registered Portfolio Manager, he offers fully discretionary portfolio management services for private client families, institutions, trusts, and charitable organizations, meeting stringent accreditation requirements.

Based in Kelowna and Vancouver, Ryan is passionate about financial literacy and community involvement. He serves as a Director of the Board and Treasurer of the Kelowna Yacht Club, as well as the Staff Captain of the Club’s Power Fleet. Additionally, he volunteers for the Board of the CFA Society of the Okanagan. Outside the office, Ryan enjoys exploring the mountains and lakes with his wife and two dogs.

Ryan’s dedication to his clients goes beyond numbers and charts; he is committed to building lasting relationships and helping families achieve their financial aspirations, ensuring a legacy of prosperity for future generations.

 

What Our Clients Are Saying...