Corporate Strategy

Corporate Investment Strategy

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

• 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

  • Laddering

  • 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