Our approach to wealth management

We advocate strongly for our clients financial well-being, while striving to organize and simplify complicated issues to help maximize the family’s enjoyment of their wealth now and in the future.

We begin our relationships with what we call the “discovery process”, where we learn more about our client’s dreams and financial objectives. This process includes questions like,
“What lessons did you learn from your family about money?” and “What are your top financial values?” We then focus on more specific goals, such as planning to sell or buy a business, send children to college, or what a dream retirement looks like.


We then utilize this information to create customized, agile solutions for our clients’ various needs and priorities. We pay special attention to wealth protection as well throughout this process.

Coordinating on your behalf

Successful wealth management requires the skill and coordination of a wide range of professionals. While these specialists have expertise in their individual fields, the services they provide may affect the work others are doing on your behalf. Even though you have a team of highly trained professionals, you may not want to be responsible for keeping the lines of communication open between them.

As your primary advisor, we take the lead role in helping you accomplish your financial goals. This includes partnering with your:

  • CPA 
  • Attorney 
  • Trust officer
  • Private banker 
  • Insurance specialist

We can manage your professional relationships for you and have the freedom to choose from a wide variety of products and services to deliver optimal wealth management solutions.

With access to RBC’s global resources we also have the flexibility to work in concert with trusted internal and external partners to expand financial opportunities for you, including holistic recommendations regarding growing assets, managing risk, creating a retirement income and creating your legacy.

 

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Bill Boehm

Wealth Management Consultant


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Paul Fee

Insurance Consultant


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Bill Ringham

Director, Private Wealth Strategies


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Judi Rana

Wealth Management Consultant


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Marc Goode

Credit Solutions Consultant


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Scott Rogneby

Divisional Retirement Consultant


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Tom Nagle

Trust Consultant


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Kevin Berg

Credit Solutions Consultant