Trent Chekay

Regional Insurance Specialist

Trent Chekay is a valuable member of our investment advisor teams, helping to create and preserve your wealth. Trent employs a comprehensive process to assess your needs and then recommends creative, tax-exempt insurance products that will help you achieve your wealth management objectives.

 

Lance Dimond, B.Comm (Hons), CFP, FMA

Financial Planning Consultant

Lance attended the University of Manitoba where he completed a Bachelor of Commerce degree (Honours). He holds the Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations.

 

Tim Squire, FCGA, CFP, CLU, FMA

Financial Planning Specialist

Tim has been working in the financial services industry since 1992 both as an advisor and a specialist, where he assisted advisors with providing high-quality financial planning services to their high-net-worth clients.

Tim is a Certified General Accountant and was awarded a Fellowship designation in 2012 by CGA Canada. He is also a Certified Financial Planner and Chartered Life Underwriter (a wealth transfer and estate planning designation).

 

Donald Bell, B.A., LL.B., CFP, R.F.P., TEP

Will & Estate Consultant, Wealth Management Services

Donald is a practicing member of the Law Society of Manitoba and has also earned the Registered Financial Planner (R.F.P.), Chartered Financial Planner, Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP) designations. He has extensive experience from both the head office and field perspective in the areas of wills, estates, taxation, insurance, financial and retirement planning. Donald provides analysis and development of advanced estate, tax, insurance and wealth planning strategies for high net worth clients, working in conjunction with their Investment Advisors.