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 Boehm

Wealth Management Consultant

Bill provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Bill also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.

Bill Ringham

Director of Wealth Strategies

Bill works with RBC Wealth Management financial advisors to develop appropriate wealth management solutions for clients in the areas of estate planning, retirement planning, stock option planning, charitable giving, education funding and wealth transfer. He also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.

Marc Goode

Credit Solutions Consultant

Marc partners with financial advisors to provide customized lending solutions for high-net-worth clients, trusts and personal holding companies. He provides recommendations on how the strategic use of credit can help clients meet a variety of wealth accumulation and liquidity management goals, including real estate purchases, bridge financing and refinancing existing high-cost debt.