Plan it

A deep understanding and open dialogue are essential when it comes to identifying gaps, keeping your finances on track, and adapting your plan to reflect changing circumstances and your future wants. We’re dedicated to fully understanding your current situation and wealth objectives so we can deliver a plan that fully reflects your current and future goals.

Our in-house financial planner, Alexa Gillespie, works exclusively with the clients of Chrenek Dion & Associates. Alexa works closely with our team, RBC partners, and your other trusted professionals to build, implement, and monitor your financial plan.

Alexa Gillespie

Alexa Gillespie, CFP

Associate Wealth & Investment Advisor


Please don’t hesitate to contact our office to discuss a personalized strategy that meets your needs.

Getting started

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Invest 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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