Our brand foundation

 

Our core purpose

Our lives grow every day from the unique clients we have the privilege of working with.

 

Our vision

For our legacy to be that great family legacies come to life.

 

Our mission

To deliver peace of mind by creating inspired solutions to the most important matters of families who wish to live fulfilling lives and leave a legacy with impact.

 

Our position

Helping families with what matters most to them.

 

Our values

Empathy, humility and careful listening.

 

Our beliefs

  • We believe in the value of advice.
  • We believe that the pace of change in people’s lives makes advice more valuable than ever.
  • We believe that our process distinguishes us to uniquely serve our clients.
  • We believe that what really drives people are the things that matter most to them, and that we must base our advice on understanding what matters most and why.
  • We believe that to provide our clients with the solutions they need, we must have a highly sophisticated knowledge of the products we engage.
  • We believe that you are unique, and so is your family.

Trent Chekay CLU, CHS

Investment & Wealth Advisor

|
250-426-7129 | LinkedIn
1-877-414-2233

Our RBC Partners

Advisor

Stephen Miziolek, CLU

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Nicole Todosichuk, B.Comm., LL.B, TEP

Will & Estate Consultant, RBC Wealth Management


Advisor

Brad Boback, CPA, CA

Financial Planning Specialist, RBC Wealth Management Canada


How can we help?

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