Trent Chekay

Estate Planning Specialist

Trent is a valuable member of our team, helping clients create and preserve their wealth. Trent employs an in-depth discovery meeting to assess the clients current situation and projected future needs. From the information gathered in the initial meeting, Trent will present to you a comprehensive review of your current estate planning, retirement income, insurance and tax situation. From this review he will then make recommendations for the structure that best suits you.

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Donald Bell

Will and Estate Consultant

A graduate of the University of Winnipeg, Donald Bell received his Bachelor of Laws degree from the University of Manitoba, and was called to the Manitoba Bar in 1984. 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.

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Tim Squire, FCGA, CPA, CLU, FMA

Financial PlanningSpecialist
RBC Wealth Management Services

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.

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Lance Dimond

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.

With over 13 years of professional experience in the financial services industry, Lance has a wealth of knowledge in helping clients develop solutions for their long-term financial security and goals. Lance spent five years in Personal Financial Services at RBC Royal Bank, and eight with a leading national wealth management provider. He specialized in providing financial planning services to advisors and their high-net-worth clients.

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