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.

No matter your goal, or where you’re starting from, we can help you get there. Some of the most common planning questions:

  • Retirement Planning
    Will I have enough savings and income to achieve and maintain a comfortable retirement?
     
  • Funding a major purchase
    How would a particular purchase impact my future financial situation?
     
  • Protect for the unforeseen
    If something were to happen unexpectedly, would my family be sufficiently provided for?
     
  • Business strategies
    Could my business survive a major disruption in its operations or the loss of a key employee?
     
  • Estate, Trust, and Elder Care solutions
    Will my loved ones have enough support and direction to navigate complex and sometimes emotional decisions?
     
  • Tracking short-term or long-term goals
    What can I do to ensure my financial goals and priorities become reality?

Our in-house financial planner, Alexa Gillespie, exclusively services Chrenek Dion & Associates clients. Alexa works shoulder to shoulder with our team, RBC partners, and your other advisors, to build, implement and monitor your financial plan.

Alexa Gillespie

Alexa Gillespie, CFP

Associate Wealth Advisor

780-538-6532 | Email me

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

Plan it


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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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