Building your wealth with dedication, discipline, and dialogue
It takes a certain level of tenacity, communal strength, and commitment to live north of the 55th parallel. Which is exactly why, twenty-five years ago, we chose Grande Prairie as the base from where we’d deliver world-class wealth solutions to the families of Peace Country.
Much like how the Peace River, over the centuries, has shaped the rich landscape of our Peace River Prairies, two and a half decades of building and protecting wealth has ingrained in us a set of beliefs that serve as our guiding light:
- Portfolio managers are only as effective as their last client conversation.
To deliver the bespoke wealth advice that our clients deserve, we need to be as disciplined in understanding their past circumstances, present situation, and future wants, as we are when dissecting a company’s financial statements or determining the appropriate risk-return tradeoff for a client’s portfolio.
- A firm is only as successful as the community it serves.
For all that Peace Country has given us, it’s important that we leverage our success and good luck to give back to our home. We’re proud to sponsor, volunteer and help our community thrive in any way that we can.
As the only bank-affiliated portfolio managers located in Peace Country, Chrenek Dion & Associates delivers professionally-managed portfolios built with purpose, prowess, and according to your plan.
Meet our team