Roger Piche Email
Financial Advisor
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Roger Piche Location
- Ottawa, ON, CA
Roger Piche Work
- Financial Advisor @ Assante Wealth Management Ltd. - Chris Heinrich & Associates (November 2021 - Present)
- Financial Advisor @ (November 2021 - Present)
- Associate Financial Advisor @ (November 2021 - August 2022)
- Vice-President Private Client Management @ (December 2012 - May 2021)
- Investment Counsellor @ (November 2007 - December 2012)
- Manager, Financial Advisory Services @ (June 2002 - November 2007)
- Financial Advisor @ (April 2000 - June 2002)
- Financial Advisor @ (January 1998 - January 2000)
- Account Manager @ CIBC (January 1997 - January 1998)
Roger Piche Education
- Canadian Securities Institute
CIM (Investment Management)
2008-2009 - Institute of Canadian Bankers
PFP (Banking)
1998-2000 - Institute of Canadian Bankers
AICB (Canadian Banking)
1992-1994 - CFA Institute
CFA (Investment & Financial Analysis)
2009
Roger Piche Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Banking
- Charitable Gift Planning
- Equities
- Estate Planning
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- High Net Worth Individuals
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Management
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Risk Management
- Sales Management
- Securities
- Strategic Financial Planning
- Tax Advisory
- Team Leadership
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
Roger Piche Summary
- Roger Piche, based in Ottawa, ON, CA, is currently a Financial Advisor at Assante Wealth Management Ltd. - Chris Heinrich & Associates. Roger Piche brings experience from previous roles at CI Assante Wealth Management. Roger Piche holds a 2008 - 2009 CIM in Investment Management @ Canadian Securities Institute. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking and more. Roger Piche has 1 emails on RocketReach.
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