Our Team

Goacher Wealth Management takes a team approach to ensure clients receive efficient, expert and friendly service. Our team ranks among the top advisory teams in Canada within RBC Dominion Securities, is a member of the Executive Council,and manages over $350 Million for corporations, Foundations and private individuals.

Miles Goacher, CPA, CA, CFP, CIM, FCSI

Director, Portfolio Manager & Wealth Advisor

905-434-4515 | Email me
905-436-5068

Miles Goacher provides access to a comprehensive range of services to help you build and protect your wealth. A graduate of Dalhousie University with a Bachelor of Commerce degree, Miles has also obtained his Chartered Accountant and Certified Financial Planning designations. In 2015, Miles was appointed Director, RBC Dominion Securities. He is a firm believer in ongoing education, and has acquired the advanced industry designations of Fellow of the Canadian Securities Institute and Certified Investment Manager.

 

Miles harnesses his expert knowledge and over 20 years of experience, including his previous positions as a retail bond trader, as well as the owner of his own tax practice, to develop comprehensive wealth management techniques and solutions for his clients. Miles’ breadth of experience, expertise and credentials ensure sound advice, expert execution and peace of mind for all of his clients.

Nancy Andrews

Associate Wealth Advisor

905-434-6604 | Email me

Nancy joined Goacher Wealth Management in 2009 and brings extensive international experience to the team. Prior to this, while based in Greece, Nancy ran the client services division of one of Europe’s top brokerage firms for over a decade. Her expert skill in managing a team and dealing with client needs has given Nancy the knowledge and experience necessary to excel in her role. She is a seasoned associate, who manages the team and assists Miles with portfolio and wealth management for our clients.

Jennifer Snoddon

Associate Wealth Advisor

905-434-2427 | Email me

Jennifer joined RBC Dominion Securities in 2006 and Goacher Wealth Management in 2014. Jennifer graduated from Durham College's Office Administration program and has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), Wealth Management Essentials (WME) and is Options Licensed. Jennifer plays an integral role, assisting Miles with discretionary trading as well as being responsible for the day-to-day management of both client requests and daily administrative needs. Jennifer is highly committed to delivering exceptional customer service.

Krista Deacon

Associate Advisor

905-434-3802 | Email me

Other Resources

We realize financial planning is a complex field. As a result we incorporate other professionals into our business to design and implement the strategies that will help you to achieve your goals.

We have created a strong network of professionals that can assist you with:

  • Personal and corporate banking solutions through RBC

  • Wills and powers of attorney

  • Corporate matters including incorporations and other legal issues

  • Tax returns and implementation of complex tax strategies

  • Business valuations and succession plans

  • Employment matters

  • Group financial solutions including investment and benefit plans

 

Kari Mathews, CFP, FMA, BA

Financial Planing consultant

Kari joined RBC Dominion Securities in January 2007. She holds the Certified Financial Planner and the Financial Management Advisor designations. Kari works as a Financial Planner in both the Cobourg and Peterborough offices. She has 10 years experience in the financial sector and a strong background in accounting and finance. Kari completed her BA at the University of Waterloo and is also a Level Three CGA candidate.

Kari believes that a financial plan is extremely valuable in helping you achieve your goals for overall long-term financial well-being. It can provide you with a clear picture of where you are now and create a strategy for what you need to do, to have peace of mind for the future.

 

Ariel Guigui, LL.B

Will and Estate Consultant

Ariel's significant practical experience inestate planning and estate administration, coupled with his legal background, allows him to offer comprehensive guidance on your estate plan. Ariel works closely with our team to provide you with information on structuring your estate in an efficient and tax-effective manner.

Ariel obtained his undergraduate business degree as well as his law degree from the University of Ottawa, and was called to the bar in 1996. Ariel spent five years teaching Real Estate Law and Estate Law at a major college in Ottawa, and twelve years at a major trust company in a number of positions, culminating in the role of Trust Manager.

Schedule a meeting to review your investment needs today! Contact Goacher Wealth Management, at:

Phone: 905-434-4515
Toll-free: 1-800-267-1522

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