Wealth stewardship for high-net-worth families
From entrepreneurs and executives to medical professionals and beyond, Chrenek Dion & Associates is proud to provide comprehensive wealth management solutions for high-net-worth individuals and their families. Delivered with diligence and personalized with precision, our all-encompassing approach, strengthened by the resources available to us as part of RBC Dominion Securities, allows us to guide our clients towards their future with financial peace of mind.
A wealth of experience, at your service
Individually accomplished and collectively motivated, our tight-knit team of compassionate experts is proud to offer our advice and support for any goals you may have. Based in Grande Prairie, Alberta but serving clients nation-wide, our team has built long-lasting relationships over the years and looks forward to delivering an exceptional service for many more to come.
Kevin Chrenek
Kathy Dion
Kevin Peters
Alexa Gillespie
Allison Yurko
Tyson Beaupre
Kailey Moon
Sheri Breen
Daneel Lategan
Kevin Chrenek, Kathy Dion, and their team of investment and wealth planning specialists have been dedicated to providing an unmatched client experience for the past 30 years. Through a thoughtful discovery process and ongoing consultations, clients can rely on holistic wealth planning strategies grounded in disciplined investment management, customized to each stage of their lives.
—David Agnew, CEO, RBC Wealth Management Canada
Our approach
Where conversations become blueprints for your future
At Chrenek Dion & Associates, wealth management always begins with a conversation. As we discuss your family, business, and personal goals, we’ll create a customized plan for your financial future, walking you through the six areas of opportunity below to ensure that all of your financial bases are covered. We’ll also coordinate with our specialists and your professional advisors along the way so that you’re equipped with expert advice and comprehensive support where you need it, when you need it.
Plan it
As we work closely with you to understand where you want your wealth to take you, we carefully curate a financial plan that considers all aspects of your life, financial and beyond. By leveraging our team’s expertise and collaborating with your trusted professionals, we’ll bring your plan to life, checking in with you at every milestone.
Invest it
You’ve built your wealth, now let us help you manage it. Guided by our in-depth discussions and your vision for the future, we’ll curate, implement, and manage your portfolio with the highest level of discretion, diligence, and care. Our investment strategy is unique to you and informed by your goals, values, and risk tolerance.
Protect it
Incorporating tax-smart strategies into your financial plan, such as tax-exempt insurance policies, RRSPs, RRIFs, and TFSAs, to minimize your tax burden, enhance your after-tax income, and ultimately preserve more of your family’s wealth.
We think it’s important for our clients to know their portfolio managers, and for portfolio managers to know their clients. That’s why we made the decision to become portfolio managers ourselves. We wanted to deepen that relationship to really understand what our clients and their families need, then build the portfolios to help them achieve it.
—Kevin Chrenek, Senior Portfolio Manager
Our strategy
Portfolio management with a personal touch
For over three decades, our team has helped our clients build, manage, and protect their hard-earned wealth. Through in-depth discussions, meticulous research, and expert execution, we construct highly tailored portfolios to optimize and enhance your wealth. To that end, we:
Implement our Private Investment Management (PIM) program to execute investment decisions on your behalf with efficiency, diligence, and precision
Target areas of opportunity
Curate a diverse portfolio that aligns with your priorities and risk tolerance
Leverage the technology, tools, and resources of RBC Dominion Securities to ensure expert analysis of investment options
Ensure that you have access to detailed reporting on your investment portfolio's progress
We’ve been working with Kevin and his team for several years and have developed a great partnership. They provide regular reporting of all activity and are always available when we have any questions. Their plain language approach and responsiveness are real strengths.
—John Friesen, Director of Corporate Services, Saddle Hills County
Our clients
The champions of heart and hard work
Entrepreneurial in spirit and hardworking by nature, our clients have established themselves in their respective industries and require integrated solutions to unravel the intricacies of their financial lives and optimize it moving forward. Our experienced team is well-equipped to provide you with customized wealth and investment strategies to ease your concerns and leave you with peace of mind. You worked hard to earn your wealth; let us handle the rest.
High-net-worth families
Business owners
Executives
Medical professionals
Legal professionals
Accounting professionals
Our community
Going beyond the numbers
Fostering community has always been at the heart of our practice. We are proud to go beyond the numbers to support charitable organizations and fundraising initiatives that provide educational opportunities, cultural enrichment, and safe shelter for those in need. Organizations we support include:
Northwestern Classic
The President's Ball
Sunrise House
Odyssey House
Big Brothers Big Sisters of Grande Prairie and Area
Bandaged Paws Animal Rescue Association
Art Gallery of Grande Prairie
Alberta Northwest Palliative Care Society
Northreach Society
Resource Centre for Suicide Prevention
Grande Prairie Golf & Country Club
Our resources
Helping you further your financial knowledge
Family Wealth Guidebook
The RBC Wealth Management Financial Literacy Program
Investing 101: Introduction to investment types
Business Owners Guidebook
Succeeding in Succession
Estate Planning Guide
Webex: First-time user of Cisco Webex Meetings
Calculate your TFSA contribution room
Tax reporting guide
How to send secure messages online
Our blog
The Chrenek Dion & Associates Library
