- Simplify complex financial affairs
- Family wealth management guide
- Optimize your business
- Business planning
- Business owners guide
- Create your family legacy
- Estate and wealth protection
- Family inventory checklist
- Settling an estate
- Estate planning guide
- Invest for your future
- Custom-designed portfolios
- Guided portfolios
- Mutual funds
- Advisor Account
Trent Chekay - Regional Insurance Specialist
Trent employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Trent will partner with your other professional advisors in the development of appropriate solutions.
Donald Bell - Will and Estate Consultant
A graduate of the University of Winnipeg, Donald Bell received his Bachelor of Laws degree from the University of Manitoba, and was called to the Manitoba Bar in 1984. Donald is a practicing member of the Law Society of Manitoba and has also earned the Registered Financial Planner (R.F.P.), Chartered Financial Planner, Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP) designations.
Tim Squire - Financial Planning Specialist
Tim has been working in the financial services industry since 1992 both as an advisor and a specialist, where he assisted advisors with providing high-quality financial planning services to their high-net-worth clients. .
Lance Dimond - Financial Planning Consultant
Lance attended the University of Manitoba where he completed a Bachelor of Commerce degree (Honours). He holds the Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations.
With over 13 years of professional experience in the financial services industry, Lance has a wealth of knowledge in helping clients develop solutions for their long-term financial security and goals. Lance spent five years in Personal Financial Services at RBC Royal Bank, and eight with a leading national wealth management provider. He specialized in providing financial planning services to advisors and their high-net-worth clients.