Managing your wealth involves many different areas of your life, and our team is designed to help you navigate through those areas when you need to. Like all successful projects, it begins with a well-designed plan.
Building a financial plan is simply a matter of evaluating where you are right now from a financial perspective, where you want to be in the future, and identifying areas that need to be addressed. We will help you build that plan through conversation.
Chrenek Dion & Associates is a team of professionals assembled with training, experience, and commitment to providing wealth management solutions to their clients. Backed by the resources of RBC, we provide well-researched, knowledgeable wealth management you can trust, giving you more time and peace of mind to focus on the other things in your life that matter to you.
We will bring you in to a comfortable setting, ask a few questions to get started, and let the conversation flow. You will feel yourself getting closer to that financial plan that you need, and once we have a plan developed, we will implement, monitor, and review it with you to ensure your financial goals are achieved.
Investing your life savings is a critical element to managing your wealth, and Kevin and Kathy have the accreditation to customize your investment portfolio as Portfolio Managers. You have the benefit of knowing who is directly responsible for the decisions made, and – more importantly – they know you.