- Simplify complex financial affairs
- Family wealth management
- Optimize your business
- Business planning
- Business owners
- Create your family legacy
- Estate solutions
- Estate planning checklist
- Estate planning
- Invest for your future
- Custom-Designed Portfolios
- Guided Portfolios
- Mutual Funds
- Advisor Account
Trent Chekay, CLU, CHS
Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.
Legacy brought to life.
You are unique. So is your family. And you want to make sure that your family’s special combination of qualities lives on through the generations. You want your family to have a legacy.
Trent loves his work because he has the privilege of working with great families like yours – that often have complex issues – and helping you find your why. His mission is to deliver peace of mind by creating inspired solutions to your most important family matters.
An Estate Planning Specialist since 2006, Trent graduated from the Paul J. Hill School of Business. For his CLU designation, he received the 2017 Dunstall Award for the highest grades in Saskatchewan. A dedicated family man, he has a vision: for his legacy to be that great family legacies come to life.
Donald Bell, BA, CFP, R.F.P., TEP, JD
Vice-President & Will & Estate Consultant, RBC Wealth Management
A graduate of the University of Winnipeg, Donald Bell received his Juris Doctor 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.
Donald Bell is a lawyer who has held senior positions with several investment and life insurance companies. He has extensive experience from both the head office and field perspective in the areas of wills, estates, taxation, insurance, financial and retirement planning. Donald provides analysis and development of advanced estate, tax, insurance and wealth planning strategies for high net worth clients, working in conjunction with their advisors.
Donald is a member of the Society of Trust and Estate Practitioners (STEP), the Institute of Advanced Financial Planners and the Financial Planners Standards Council (FPSC). He has spoken at numerous industry gatherings and public seminars on investment, estate, financial planning, and insurance matters.
Donald is also very active in his community where he is involved with a number of charitable organizations.
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.
Prior to joining RBC, he was a Financial Advisor offering investment and insurance solutions while providing comprehensive financial planning guidance and advice to successful executives, farmers, business owners, professionals and other high net worth individuals. Tim’s extensive expertise and experience helps clients address all areas of financial planning.
Tim is a Certified General Accountant and was awarded a Fellowship designation in 2012 by CGA Canada. He is also a Certified Financial Planner and Chartered Life Underwriter (a wealth transfer and estate planning designation).