Kevin Chrenek, Kathy Dion, and their team of investment and wealth planning specialists have been dedicated to providing an unmatched client experience for the past 30 years. Through a thoughtful discovery process and ongoing consultations, clients can rely on holistic wealth planning strategies grounded in disciplined investment management, customized to each stage of their lives.

David Agnew, CEO RBC Wealth Management Canada

Plan it


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Invest it


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Protect it


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Pass it on


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