Wealth Management Process

To provide you with wealth management, we follow a disciplined process designed to keep you on-track to achieving your goals. This process keeps everyone focused on what’s important – helping you live life the way you want to live it.

Step 1


■ Introduce you to the unique wealth management process that every one of our clients benefits from
■ Introduce our wealth management team and the services we provide to ensure the success of our clients’ financial plans
■ Explain fully the services included in your fee

Step 2


■ Gather important financial information – tax returns, statements, etc.
■ Discuss and clarify your financial goals
■ Understand your individual needs, goals and circumstances

Step 3


■ Sign appropriate RBC Dominion Securities account opening documents and provide all pertinent account agreement guidelines
■ Prepare various transfer documents
■ Set up access to our security-protected online account viewing

Step 4

Create Your Financial & Investment Plan

■ Provides the basis for developing your roadmap for the future
■ Analyze financial and personal information
■ Present and explain the different strategies appropriate for you
■ Provide custom-tailored solutions based on our understanding of your situation
■ Implement specific action plans to achieve your goals
■ Structure your investments tax-efficiently and optimize the risk/reward balance

Step 5

Will & Estate Review

■ Complimentary review service available for clients with investments in excess of $1,000,000
■ Estate and tax review by our RBC Wealth Management Services Will & Estate consultant
■ Helps to identify any opportunities to maximize wealth in your estate
■ Provides a comprehensive report for you to review with your legal counsel, outlining concepts and strategies we may recommend
■ Include a checklist for updating your Will or Power of Attorney

Step 6

Insurance Review & Family Wealth Transfer

■ Professional insurance consultant with extensive estate planning expertise
■ Review your current life and disability insurance needs and coverage
■ Recommend insurance-based wealth protection, income replacement or wealth transfer strategies

Step 7

Review Other Financial Planning Strategies

■ Introduce experts from our professional network as required: Tax accountants, actuaries, bankers, etc.
■ Create and implement advanced strategies including Individual Pension Plans, corporate estate freezes, income-splitting strategies, estate tax planning, as well as personal and business tax planning

Step 8


■ Provide ongoing and regular reviews
■ Ensure your plan is achieving the financial goals and objectives identified specifically for you
■ Identify and present new strategies that may be appropriate for your changing needs.

Step 9

Client Events

■ Invitations to our complimentary client education seminars
■  Exclusive invitation to our client appreciation events

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

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

Please complete the following form if you would like us to contact you.

Please be advised that any information sent through this Contact Us page is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields