Fraser Kochan, CPA, CA, CIM

Vice-President, Associate Portfolio Manager

306-773-7245 | Email me
306-773-8602 | Connect
1-800-667-2466

Fraser has been a Chartered Professional Accountant (CPA) since 1999 and delivers tax-efficient investment advice in his wealth management practice to select individuals, their families, and corporations.  He is a member of the Chartered Professional Accountants of Saskatchewan and also carries the Chartered Investment Manager (CIM) designation. Fraser adheres to a Code of Ethics and is active with continuing education.  He follows a conservative investment philosophy under discretionary and non-discretionary guidance whereby risk is managed before performance.  He believes a full client discovery is important to build, protect, and transfer wealth. Fraser was born and raised in Swift Current and is married with two daughters.

Erin Mullin

Associate

306-773-7245 | Email me

Erin has been with our team for over five years, previously working several years in customer service, sales, and administrative positions. She is usually the welcoming voice you hear when you call and performs a variety of tasks such as scheduling appointments, requesting cheques and virtually any administrative need our clients may have. Erin is licensed and can enter trades for our clients on their request.

Dorene Bymoen

Associate

306-773-7245 | Email me


Dorene has been with RBC Dominion Securities since 1994. As our licensed Associate, she can provide you with market quotes and enter your personal buy and sell orders as well as scheduling appointments and handling a variety of administrative tasks for our team. 

Trent Chekay
B. ADMIN., RHU | Estate Planning Specialist
 

Trent Chekay is a valuable member of your advisors team, helping you create and preserve your wealth.  Trent began his career in the insurance industry in 2001 and is a specialist in his field. He has a Bachelor of Administration degree and is a Registered Health Underwriter (RHU).

COMPREHENSIVE INSURANCE PLANNING

Working closely with your advisor, Trent employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.

Trent can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Trent evaluates various insurance offerings from Canadas top-ranked insurance providers.

 

Donald D. Bell

B.A., LL.B., CFP, R.F.P., TEP | Vice President, Will & Estate Consultant
Wealth Management Services
 
A graduate of the University of Manitoba, Donald Bell received his Bachelor of Laws degree from the University of Manitoba and was called to the Manitoba Bar in 1984.  Donald provides analysis and development of advanced estate, tax, insurance and wealth planning strategies for high net worth clients, working in conjunction with our team.