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

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Recent Posts

The U.S. dollar in transition: Cyclical volatility meets structural shifts

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

Five disruptors to the U.S. economic cycle

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

Federal budget 2025: A summary of key measures that may impact you

We outline some of the proposed federal budget measures, and the effect they may have on Canadians and their families.

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