Your partners in wealth


Since 1994, our belief in conversation and community has served as a guide, helping us become one of the leading wealth groups in the province. But, more importantly, it has helped our clients navigate the complexities of wealth to reach their goals.

Kevin Chrenek, B.Sc., MBA

Senior Portfolio Manager

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Kathy Dion, CIM

Senior Portfolio Manager

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Troy Huot

Associate Wealth & Investment Advisor

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Alexa Gillespie, CFP

Associate Wealth & Investment Advisor

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Allison Yurko, B.Mgmt.

Associate Wealth & Investment Advisor

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Tyson Beaupre, BBA

Associate Advisor

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