Kevin Chrenek, B.Sc., MBA

Vice-President & Portfolio Manager

780-538-6572 | Email me

Our clients benefit from Kevin’s ongoing professional development and expertise in wealth management and financial planning.

 

After obtaining his Masters degree in Business Administration (MBA) at the University of Alberta, Kevin’s investment career began with RBC Dominion Securities in 1994. As a testament to the integrity and quality of his business practice, Kevin has been a member of the firm’s Executive Council since 2006 and was appointed Vice President of RBC Dominion Securities in 2008.  Kevin has also been a member of the RBC Dominion Securities Advisory Board, serving as Chair of the Board and key contact with RBC DS management.

 

By meeting stringent accreditation, Kevin is a licensed Portfolio Manager, which is one of the highest designations in the Canadian investment industry. Having the Portfolio Manager designation allows Kevin to deliver the highest level of discretionary investment management to clients. His commitment to ongoing professional development and training, coupled with his desire to provide wealth management solutions, ensures clients are well-prepared financially.

 

Kevin’s time is dedicated to a small number of personal, corporate, and institutional clients so he can focus on the unique needs of those clients.

Kathy Dion, CIM

Vice-President & Portfolio Manager

780-538-6572 | Email me

Kathy has been providing wealth management advice to clients at RBC Dominion Securities since 1999.

 

Her Professional Financial Planning and Canadian Investment Management (CIM) designations along with her years of experience as an Investment Advisor with high integrity, led to her qualification as a Portfolio Manager. Kathy’s interactions with RBC’s Portfolio Advisory Group, investment analysts, and clients are key to the development of investment portfolios for clients of Chrenek Dion & Associates. Her accreditation as a Portfolio Manager enables clients of Chrenek Dion & Associates to have their investments custom-designed and monitored by two professional discretionary money managers.

 

As a life-licensed agent, Kathy is qualified to advise clients on tax-deferral, risk management, and complex estate planning strategies through the use of life insurance products. Her wealth management skills provide vital input into the development of retirement and estate planning strategies for clients though collaboration with their accounting and legal advisors.

 

Kathy was appointed Vice President of RBC Dominion Securities in 2009

Alexa Gillespie, CFP

Associate Wealth Advisor

780-538-6532 | Email me

Alexa has been employed with RBC Dominion Securities since 1996 and received the designation of Associate Wealth Advisor in 2017. She is a valuable member of Chrenek Dion & Associates, and supports their investment discipline by managing client portfolios, monitoring investments, and conducting financial planning assessments. Alexa is a key contact for the accounting and legal advisors for our clients.

Allison Yurko

Associate Advisor

780-538-6522 | Email me

Allison joined RBC Dominion Securities in 2004 after obtaining her Bachelor of Management degree at the University of Lethbridge. As a licensed Associate, Allison is the Wealth Management Coordinator for Chrenek Dion & Associates. She is highly committed to delivering exceptional customer service to clients and their legal and tax advisors. Allison is another of our key contacts for the accounting and legal advisors of our clients.

Kailey Heck

Assistant

780-538-6572 | Email me

Kailey assists with trading, money movement, documentation and any daily administrative needs with focus on providing outstanding customer service. She is currently enrolled in the Canadian Securities Course (CSC) in order to be come a licensed associate on the team.  Kailey has 7 years of previous experience working in the financial industry  and joined the RBC Dominion Securities team in 2015. 

Tyson Beaupre, BBA

Administrative Assistant

Email me

Tyson joined RBC Dominion Securities in September 2018 after obtaining his Bachelor of Business Administration degree at Clayton State University. He is currently enrolled in the Canadian Securities Course (CSC) in order to become a licensed associate on the Chrenek Dion & Associates team. Tyson is committed to servicing clients, assisting with trading, documentation, and other day-to day requirements.

Leanne Bell

Administrative Assistant

780-538-6571

Leanne has been in the financial industry since 2011, working at an insurance office in Grande Prairie before joining RBC Dominion Securities in 2017. She is currently enrolled in the Canadian Securities Course (CSC) in order to be come a licensed associate on the team.  Leanne  is committed to servicing clients, assisting with trading, documentation, and other day-to day requirements.