Corporate Money Management Services

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.

Services Provided

  • All the benefits, services and cost efficiencies of an institutional trading desk with the additional advantage of exceptionally personalized service and advice

  • Discretionary (advisor-managed) and non-discretionary portfolio management

  • Proactive portfolio management as an extension of your corporate team that stays on top of developments and maturities of your fixed-term investments,such as bonds

  • Portfolio monitoring so you remain in compliance with any regulatory rules as well as your Investment Policy Statement

  • Seamless integration with our partners at RBC Royal Bank and RBC Investor & Treasury Services

  • Customized reporting services

  • Access to our award-winning fixed-income team and an extensive bond inventory with a variety of issuers and products to help meet all your needs

  • A full array of products including equity and fixed-income securities listed on Canadian exchanges and markets around the world

Other Services

  • Complete banking and custodial solutions with the assistance of specialists at RBC Royal Bank and RBC Investor & Treasury Services

  • Assistance with Investment Policy Guidelines and creation

  • Customized reporting solutions on a monthly basis and at year-end for audit purposes

  • Year-end tax schedules and audit confirmations upon request

  • Monthly statements, newsletters and other publications of interest