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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, 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
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
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