Building your wealth - and your confidence

At Goacher Wealth Management of RBC Dominion Securities, we provide the expert advice, personalized approach and sophisticated solutions you need to build and protect wealth - all backed by the strength and stability of RBC, Canada's leading financial institution by assets under management. 

Vital stats
RBC Dominion Securities
● Canada’s leading full-service wealth management firm with C$320 billion in assets under administration
● Established in 1901
● Over 1,700 Investment Advisors in 160 branches in communities across Canada
● 420,000 clients worldwide
● One of Canada’s largest providers of advisor-managed portfolio service, with C$100 billion in assets under management
● Member of the Investment Industry Regulatory Organization of Canada (IIROC), the self-regulatory organization overseeing Canadian investment firms
● Customers’ accounts are protected by the Canadian Investor Protection Fund (CIPF) within specified limits; a brochure describing the nature of limits of coverage is available upon request
● #1 overall bank-owned investment firm as ranked by advisors (2018 Investment Executive Brokerage Report Card)
● A member company of RBC Wealth Management

RBC Wealth Management
● Over C$930 billion in assets under administration and more than C$600 billion in assets under management
● Ranked best private banking services overall for 11 consecutive years (2008-2018 Euromoney Private Banking and Wealth Management Survey)
● Recognized as the world’s fifth-largest wealth manager in Scorpio Partnership’s Global Private Banking KPI Benchmark 2016 survey, as part of RBC Royal Bank

RBC Royal Bank
● Canada’s largest bank by assets and market capitalization, with broad leadership in financial services
● A top 15 bank globally based on market capitalization, with operations in 37 countries
● Approximately 80,000 full- and part-time employees serving more than 16 million clients worldwide
● Strong credit ratings in volatile markets: Moody’s A1-, S&P AA-, Fitch AA-, DBRS AA

A team-based approach to
managing your wealth

As a client of RBC Dominion Securities, you have access to a wide range of RBC Wealth Management services through your dedicated Investment Advisor, who works with an extended team of tax, legal, financial and investment professionals, including:

● Financial Planning Specialists to help develop your tailor-made financial plan
● Estate Planning Specialists who provide advice on insurance, disability and other estate protection solutions
● Estate and Trust Advisors providing guidance on Wills, powers of attorney and other estate planning strategies
● High-Net-Worth Planning Specialists who advise clients with above average financial assets on matters specific to their situation
● Business Owner Specialists dedicated to wealth planning for business owners

Additionally, through our partners at RBC, you have access to a full range of financial services, including personal and business banking and private banking.

For more information, please contact us today.

 

 

 

Your total financial solution

Build and Protect Your Wealth

At Goacher Wealth Management we are a team of specialists in the field of family wealth management. We have established ourselves a s a premier team in providing comprehensive wealth advice: discretionary money management; financial and estate planning; personal and corporate tax-minimization strategies; and family wealth transfers. Our process involves discovering all aspects of your personal financial situation and developing strategies that provide long lasting, "peace of mind" comfort. We work under the banner of RBC Dominion Securities which brings all the benefits and rewards associated with RBC Royal Bank and its subsidiaries.

Goacher Wealth Management has been the choice of families, business owners, professionals and organizations to help them achieve their financial and investment goals, working in close collaboration with their team of professional advisors.

Tailored to your individual needs by Goacher Wealth Management, and supported by a team of wealth management specialists and a network of partners, to provide the specific services you need, today and in the future, to help you address your various wealth management needs through each stage of your life:

■ Accumulating wealth and growing your assets
■ Protecting your wealth by managing risk
■ Managing the affairs of a loved one
■ Converting your wealth to an income stream
■ Transferring wealth to your heirs
■ Creating an enduring legacy

Why work with us?
We take a proactive, comprehensive approach to helping clients understand how all parts of their financial needs fit together. We leave no stone unturned.

■ Comprehensive family wealth management
■ Advanced corporate tax planning: Corporate estate freezes, Individual Pension Plans, investment holding companies, and family trusts
■ Personal tax minimization strategies
■ Retirement income planning and projections
■ Discretionary management designed, created and run by our team
■ Estate planning strategies

Who do we help?
Our clients require comprehensive wealth management and professional assistance managing investment portfolios.

■ Professionals (doctors, dentists, lawyers, optometrists, engineers) needing advanced wealth planning
■ Business owners needing advanced corporate and personal wealth planning
■ Individuals selling a business
■ Clients who need to protect and enhance the after-tax value of their estates
■ Clients approaching retirement who need to explore strategies to maximize after-tax retirement income
■ Individuals that no longer have the time or inclination to look after their investments and need someone to do it for them
■ Individuals who receive a large windfall such as an inheritance or lottery win
■ Those clients who are unsure of their current investment advice and would like a second opinion