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


Learn more
 
 

Invest it


Learn more
 
 

Protect it


Learn more
 
 

Pass it on


Learn more
 
 

Report it


Learn more
 
 

Spend it


Learn more
 
 
 

Recent Posts

U.S. debt: Changing facts, updating views

The U.S. government’s fiscal outlook can no longer be ignored.

A world of opportunities?

A dramatic shift in the appetite for equity and fixed income securities issued outside of North America has emerged in 2025. We examine the causes, what they mean for international stocks, and how investors may want to position portfolios.

Global Insight 2025 Midyear Outlook: Canada

Elevated gold prices should continue to support the TSX, while ongoing tariff uncertainties have us tilting toward perceived less risky categories within fixed income.

     Connect with us on social: