Welcome to Our Site
The first thing most people notice is the fact the Chinners are somewhat unique in the investment industry - working together as husband and wife. We feel our relationship provides many advantages for our clients. If you believe in the “Men are from Mars and Women are from Venus” theory, then you get the best of both worlds as our clients. Many times in the past we have helped clients understand a product or service by looking at their situation from both a female and male perspective and not from just one side of the fence. With a combined 35+ years experience helping people manage their financial affairs, we feel we have a very good understanding of what investors are looking for. We always strive to put our clients concerns first and foremost in everything we do. Our business and personal relationships have been built on trust and communication and we feel these two qualities are the backbone for any successful relationship.
Most clients want someone to help them find solutions to their financial concerns not someone who is trying to sell them something. We believe that if it has to be sold it is probably not what you really need. We believe it is important our clients fully understand what products and service options are available to them in today’s marketplace. We strive to explain the specific features and benefits in clear, simplistic, applicable detail. Many investors want peace of mind knowing their financial concerns are being taken care of and that they are going to be alright. Our Lifestyle Financial planning process helps people understand their personal situation in a clear, easy to understand format. This planning process takes you from the passenger seat to the co-pilots seat on the airplane called life.
We don’t believe there are any dumb questions. If you don’t know the answer, it is not a dumb question, so don’t be afraid to ask us any questions that you are unsure of. We know many people are very private about their personal financial situation. It is our responsibility to provide an environment where you are comfortable discussing your financial affairs and where we establish your confidence and trust. We want you to feel that you can share your most private information in confidence knowing anything that is discussed is kept completely confidential. We take pride in helping our clients deal with the very difficult and sensitive issues around health, estate planning, losing a loved one and generational wealth transfer. These are difficult topics to discuss. We believe it is easier to discuss your “what if’s” and work out a solution to put your mind at ease, as opposed to you continuing to worry until you are forced to deal with that particular situation. We take great pride in our investment practice and the service and advice we provide to our clients.
We are firm believers in serving our community and the adage that at RBC Dominion Securities our clients and communities come first. Lethbridge is a fabulous place to live and do business. This community has been great to us personally and professionally. We are proud to continue to volunteer and support the many worthwhile agencies and projects in Lethbridge.
If you would like any additional information on us please do not hesitate to call (403) 317-4308 or (403) 317-4322.
