Wealth management approach

"What goals do you have that will take time, money and planning to accomplish?"

With this question in mind, we help families organize their financial life and create a plan around four primary areas:

Wealth Management Plan - Comprehensive assessment of current financial situation and a thorough understanding of future goals to build a roadmap from wealth accumulation to wealth preservation, ultimately aiming to produce a liveable, sustainable income stream.
Investment Strategy - Understanding what you own and why you own it in order to stay focused on long-term goals.
Risk Management - Identifying potential financial risks and establishing a plan to address those risks.
Estate Plan - Coordinate asset titling with estate and legal documents to protect clients' financial legacy wishes.

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

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.

Aaron Gallardo

Trust Consultant

Aaron specializes in collaborating with RBC Wealth Management financial advisors to deliver trust solutions to high-net-worth individuals and families as part of a holistic wealth management planning solution. His overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.

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.

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.

Dean Deutz, CFP®

Private Wealth Consultant

Dean provides individuals, families, business owners and executives with comprehensive wealth management planning to address the issues most common to high-net-worth families. Dean has extensive expertise developing strategies and implementing solutions in the following areas: retirement, investments, insurance, lending, trust, estate, and stock options.

Scott Rogneby

Divisional Retirement Consultant

Scott does extensive research into retirement plan providers. He also assists RBC Wealth Management financial advisors in servicing clients’ retirement plans. He is involved in the creation and maintenance of investment policy statements, plan design and portfolio consulting.