Corporate Investment Strategy

At Goacher Wealth Management of RBC Dominion Securities, we are a team of specialists in the field of corporate money management. As one of the top advisory teams at RBC Dominion Securities in Canada, we have been the choice for a number of corporations focused on the insurance, property management, construction, and not-for-profit sectors, among others.

Investment strategy

  • Investment strategy, implementation and selection in full consultation with the client.

  • Policy and procedures outlined in a customized Investment Policy Statement.

  • Portfolios developed with the following considerations in mind:

    • Tax, regulatory and corporate investment guidelines

    • Concentration limits as to sector and issuer

    • Bonds and equities or both depending on client preference

  • Fixed income risk management through:

    • Diversification among issuers and maturities

    • Term and duration analysis relative to the marketplace

    • Duration target matching to future liabilities

    • Laddering

    • Sector selection and allocation

    • Credit rating of the issuers

    • Evaluation of the yield curve to determine the most attractive term to maturity from a risk/reward perspective for fixed-income securities

  • Equity risk management through:

    • Diversification among sectors and companies in a concentrated portfolio of stocks in large cap, quality companies

    • Evaluation of the best companies and sectors for maximum growth

    • The big-picture fundamental capital markets outlook based on support from RBC Capital Markets and our Chief Strategist

    • Extensive research provided by RBC Capital Markets, JP Morgan and Morningstar

Send us an email

*Required fields