Managing your wealth

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Our approach to partnering with a client’s trusted professional advisors.

Strategies

Drawing on the depth of experience they have developed as financial professionals, members of the Chrenek Dion & Associates of RBC Dominion Securities team work with clients’ independent tax and legal advisors to recommend and present strategies that are appropriate for their situation.

We will discuss options appropriate for current life events or personal changes you may have experienced throughout the year, such as;

  • Tax Loss Selling
  • Planning for a Bonus
  • Maximizing registered contribution limits
  • Low Income Years
  • Charitable Donations
  • Capital Gains
  • Turning Age 71
  • Spousal Loans or Family Trusts
 

Solutions

Chrenek Dion & Associates of RBC Dominion Securities assist clients’ independent tax and legal advisors by identifying opportunities and providing information that may be utilized to turn strategies into actionable solutions.

Implementation

Chrenek Dion & Associates of RBC Dominion Securities work with clients’ independent tax and legal advisors to effectively execute strategies and help them achieve their individual goals. We can provide services and tax documentation that complement those provided by existing trusted professional advisors.

Chrenek Dion & Associates of RBC Dominion Securities suggest you always review tax planning strategies and tips with your trusted team of professionals. This will help ensure the decisions are appropriate for your circumstances and will help you meet your planning objectives.

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Spend it


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