Family wealth management that goes beyond investments.
At Goacher Wealth Management we are a team of specialists in the field of family wealth management. Along with our extended network of RBC specialists we have established ourselves as a premier team in providing holistic wealth advice, including discretionary money management, financial and estate planning, personal and corporate tax-minimization strategies, and family wealth transfers. We work under the banner of RBC Dominion Securities which brings the benefits associated with the RBC network. We believe in helping you grow your resources while encouraging you to enjoy what matters most to you, like travel, experiences, philanthropy, and more.
Your team of professionals
Our team combines decades of top-level financial experience with a holistic, client first approach.
Our process
A disciplined process designed to help keep you on-track to achieving your goals.
What we do
We begin by getting to know you, your goals, and your financial picture in detail. Then we create a tailored portfolio and financial plan to match your needs. From there, along with my extended network of RBC specialists, we address critical areas like estate and tax planning, insurance, family wealth transfers, business succession plans, and advanced strategies for both personal and business growth.
How we do it
Along the way, we handle all documentation, provide access to secure online tools, and work alongside trusted specialists to deliver well-rounded advice. Our service is supported by ongoing reviews, continuous strategy updates, and exclusive client events so your wealth plan grows and adapts as your life evolves.
What does financial success look like for you?
Let's define your vision of success and lay out a plan to help you achieve it.
Resources
Financial literacy is a key contributor to financial stability. With that in mind, we have compiled some of RBC Dominion Securities' top guides.
Managing the tax impact of realizing significant capital gains in your corporation
A few tax optimization strategies to support business owners
Client lounge
Read the latest on markets, current events, team activities, and insights from our team and experts and thought leaders at RBC.