Yvonne has worked in the financial services industry with Joe Piché since 1998. She is responsible for servicing existing accounts, handling client inquiries and working with new clients to provide a smooth and efficient transition to RBC Wealth Management’s services. During Yvonne’s interactions with clients, she strives to make them feel that they are well cared for and draws on her problem-solving, organizational and communications skills to offer efficient administrative support and service. Dedicated and attentive to detail, Yvonne is committed to providing the highest level of personalized service with integrity and accuracy. She is an integral part of the team, helping organize weekly meetings and supporting team members in their development of customized strategies.
Yvonne holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. She has a bachelor’s degree from the University of Wisconsin – Eau Claire. Yvonne enjoys reading, biking, cooking and travel. She and her husband, Jim, live in Minnetonka, Minnesota, and they have two adult sons, one daughter-in-law and one Cavapoo - Missy!
“We have helped many clients through major life events: births, weddings, business sale or purchase, and retirement. We believe what makes us distinctive is the work we do every day to help you manage your financial life between these milestones. We understand that handling the demands of day-to-day financial life can be distracting and time-consuming. Ultimately, our goal is to move the paperwork and details from your desk to ours.” – Yvonne Meloche
