Invest it

Kevin and Kathy – our duo of CIM-certified Portfolio Managers – have spent over 45 combined years building, managing, and protecting our clients’ wealth. And while we’ve refined our investment philosophy over the decades to reflect changing economics and to incorporate smart technology, our core approach has never wavered:

Approach every investment decision with discipline, diligence, and, most importantly, according to our clients’ goals.

Protecting wealth is always priority one. From there, we specialize in two types of investment objectives, based on your unique wants and needs:

Investing for growth

Investing for income
Build your wealth with a range of growth-oriented investments. Support your lifestyle with the right balance of fixed-income, dividends, preferred shares, etc.

 

Portfolios, personalized

Professionally-managed portfolios, also known as discretionary or private investment management, can be appropriate for those who want a Portfolio Manager to take care of the day-to-day investment decisions, with the added benefits of:

  • The highest credentials at your service
  • A dedicated relationship with your Portfolio Manager
  • A Portfolio Manager who can respond to market movements in real time
  • Thorough monitoring, reporting and commentary

With a professionally-managed portfolio, you’ll be actively involved in setting goals, guidelines, and your comfort with risk – Chrenek Dion & Associates makes it happen.

Investment style

Every investment opportunity is carefully researched, vetted and selected by our Portfolio Managers and global RBC research partners, with the aim of exceeding the goals you have for your wealth, within your acceptable level of risk.

We take a long-term perspective since we believe patience and discipline are required for successful investing over a lifetime. However, we continue to carefully monitor the changing economic and market conditions to ensure we’re ready to recommend changes in asset mix or security selection when investment opportunities present themselves or market movements suggest certain actions.

The strength and network of RBC

We have access to the inventories of Canada’s leading bond and money market dealer and are able to provide clients with appropriate and competitive institutional product offerings.

We are here to help recommend the solutions that are best for you. To learn more, please don’t hesitate to contact us.

Getting started


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Plan it


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Protect it


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Pass it on


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Report it


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Spend it


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