Managing your wealth

Plan it

Family Wealth Planning

Your financial plan will address the major financial decision that impacts your life and help determine if you’re on the right track to meet your financial goals. With your comprehensive strategy, you’ll determine your timeline for retirement, which can help protect your family from life’s unforeseen events. A well-designed financial plan will also help to maximize your income in a tax efficient manner and provide the lifestyle you want.

Retirement Planning

Whether you are already retired, or retirement is on the horizon, we can help you build a plan that shows you the way forward. We will take the time to understand your retirement goals and help ensure you have enough income to enjoy your lifestyle in retirement. We’ll create a plan that projects the income you have today and how long you will need it to last in the future, together with strategies that can provide a regular income stream and help finance any potential health care costs.

Once we’ve taken the time to understand your retirement goals, we can implement proven, time-tested strategies to help you build your savings and enhance your after-tax income so you can live the retirement lifestyle you’ve dreamed about.

Access Comprehensive Wealth Planning

Investment Management and Advice

Benefit from professional advice on the full range of investments, uniquely personalized investment management, and comprehensive financial planning.

Investment Counselling

Realize your financial goals through consistent investment management, led by our firm's established approach. This approach is tailored to your family’s circumstances by Chrenek Dion & Associates of RBC Dominion Securities.

Estate, Trust, and Elder Care Solutions

Preserve your wealth for future generations while getting the professional assistance you need to navigate complex and sometimes emotional decisions.

Banking and Credit

Receive customized wealth management, sophisticated banking, cash management, and high net worth credit solutions from your dedicated private banker and their team.

Contact our office to discuss a personalized strategy to meet your needs.


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