Your partners in wealth


Since 1994, our belief in conversation and community has served as our north star, 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

Kevin Chrenek, B.Sc., MBA

Vice-President & Portfolio Manager

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Kathy Dion

Kathy Dion, CIM

Vice-President & Portfolio Manager

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Alexa Gillespie

Alexa Gillespie, CFP®

Associate Wealth & Investment Advisor

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Allison Yurko

Allison Yurko, B.Mgmt.

Associate Investment Advisor

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Tyson Beaupre

Tyson Beaupre, BBA

Associate

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