Trent Chekay - Regional Insurance Specialist
 
Trent employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Trent will partner with your other professional advisors in the development of appropriate solutions.
 
Click here for more details.
 
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.
 
Click here for more details.
 
Doreen Constantini - Financial Planning Specialist
 
Doreen has been in the financial services industry since 1988, both as an advisor and as a wealth planning analyst, where she assisted advisors with providing high-quality financial planning services to their high-net-worth clients.
Prior to joining RBC, Doreen provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families. Doreen assists clients in addressing all areas of their wealth by using a holistic approach to Financial Planning.
 
Click here for more details.
 
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.
 
Click here for more details.