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.