Roger Piche
Financial Advisor @CI Assante Wealth Management
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WORK HISTORY
Financial Advisor @CI Assante Wealth Management
Ottawa, ON, CA
As part of the Chris Heinrich & Associates team at Assante Wealth Management, I work with clients to fulfill their long-term investment needs through patient, well evaluated investment strategies and wealth planning focusing on tax management, estate planning, and charitable gifting.
EDUCATION
Canadian Securities Institute
CIM, Investment Management
Institute of Canadian Bankers
AICB, Canadian Banking
CFA Institute
CFA, Investment & Financial Analysis
Institute of Canadian Bankers
PFP, Banking
SKILLS
ABOUT ROGER PICHE
I am an experienced Financial Advisor and former Portfolio Manager with almost 30 years of providing Investment Management and Wealth Management solutions to high net worth individuals and charitable organizations. As part of the Chris Heinrich & Associates Financial Advisory team at Assante Wealth Management, I guide, coach, and collaboratively manage clients through their priorities, creating Investment and planning outcomes that are right for them. That focus includes sophisticated investment, tax, estate, income, and succession planning solutions with an emphasis on charitable gifting strategies.Our mantra: The client\'s priorities are our priority. Specialties: Investment Analysis and tax analysis.Building lasting relationshipsManaging solutions to complex issuesPhilanthropic Planning
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