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
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All the benefits, services and cost efficiencies of an institutional trading desk with the additional advantage of exceptionally personalized service and advice
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Discretionary (advisor-managed) and non-discretionary portfolio management
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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
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Portfolio monitoring so you remain in compliance with any regulatory rules as well as your Investment Policy Statement
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Seamless integration with our partners at RBC Royal Bank and RBC Investor & Treasury Services
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Customized reporting services
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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
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A full array of products including equity and fixed-income securities listed on Canadian exchanges and markets around the world
Other Services
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Complete banking and custodial solutions with the assistance of specialists at RBC Royal Bank and RBC Investor & Treasury Services
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Assistance with Investment Policy Guidelines and creation
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Customized reporting solutions on a monthly basis and at year-end for audit purposes
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Year-end tax schedules and audit confirmations upon request
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Monthly statements, newsletters and other publications of interest
