Our Team

Goacher Wealth Management takes a team approach to ensure clients receive efficient, expert and friendly service.

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 Wealth Advisor

905-434-3802 | Email me

Krista joined Goacher Wealth Management in May of 2016. Prior to this Krista worked with BMO Nesbitt Burns for nearly 10 years as an Investment Representative. A graduate of Queen’s University with a Master’s of Business Administration, Krista has also completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), Wealth Management Essentials (WME) and is Options Licensed. Krista is committed to servicing clients and assisting with trading, research and other day-to-day requirements. 

Fiona Dinoo

Administrative Assistant

905-434-9883 | Email me

Fiona joined RBC Dominion Securities in 2012 and Goacher Wealth Management in 2015. Fiona graduated from Ryerson University with a Bachelor of Commerce degree, Fiona has also obtained an Advanced Accounting Diploma from Centennial College. She is currently enrolled in the Canadian Securities Course (CSC) in order to become a licensed associate on the team. Fiona works closely with Nancy assisting with trading, money movement, documentation as well as any daily administrative needs. Fiona is focused on achieving outstanding customer service.

Tiffany Wallis

Administrative Assistant

905-434-6191 | Email me

Tiffany joined Goacher Wealth Management in April 2016 after graduating from Durham College - Executive Office Administration. She is currently studying for the Canadian Securities Course (CSC) in order to be licensed as an Investment Representative. Tiffany is responsible for administrative tasks including new account openings, cash deposits and withdrawals and many other daily requests. She is also very experienced with DS Online and can provide technical assistance.

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

 

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Ariel-Charles Guigui, B. Admin, LL.B, TEP

Vice-President & Will & Estate Consultant


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Tracey Goldie, CFP

Estate Planning Specialist


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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