The Piché Group - RBC Wealth Management - Wealth management approach

A distinctive approach to managing wealth

We listen.
We take the time to get to know you.

We believe that wealth management is about more than just making investment recommendations and carrying out portfolio transactions. Our process starts by listening to you. Every family and business has unique dynamics, values, goals and tolerance levels for risk. By taking the time to get to know you, we are able to gain an understanding of your needs and objectives. We work together to define and prioritize your goals and then help you to develop customized strategies designed to help preserve and build wealth. We work to make complex concepts easy to understand without compromising sophistication or efficiency.

Our advisory wealth management approach helps you:

Identify your investment concerns and aspirations
Create a customized investment strategy to guide asset allocation and portfolio management decisions
Define an approach that encompasses your wealth management goals for your portfolio and your life
Monitor advisory investment results for performance, risk and adherence to your strategy and goals

We are committed to delivering:

Straight forward investment advice and guidance
Regular communication and clear reporting of investment results
Insight that anticipates trends instead of reacting and following the herd
Adaptability to changing market environments and investment outcomes
Exceptional client support and service

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.

Bill Ringham

Director of Wealth Strategies

Bill serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Bill partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.